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ChargePoint

263 hedge funds and large institutions have $1.81B invested in ChargePoint in 2021 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 109 increasing their positions, 40 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 40

103% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 39

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

17% more funds holding

Funds holding: 224263 (+39)

0.16% less ownership

Funds ownership: 1.56%1.4% (-0.16%)

34% less call options, than puts

Call options by funds: $116M | Put options by funds: $174M

46% less capital invested

Capital invested by funds: $3.33B → $1.81B (-$1.52B)

Holders
263
Holders Change
+39
Holders Change %
+17.41%
% of All Funds
4.6%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
79
Increased
109
Reduced
40
Closed
39
Calls
$116M
Puts
$174M
Net Calls
-$58.6M
Net Calls Change
-$75.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
226
Fidelity Investments
Massachusetts
$5K
HCP
227
Hexagon Capital Partners
Arkansas
$4K
MAWCM
228
Mine & Arao Wealth Creation & Management
California
$4K
NSIM
229
North Star Investment Management
Illinois
$4K
RAM
230
Riggs Asset Management
Pennsylvania
$4K
TWA
231
TCI Wealth Advisors
Arizona
$4K +$466 +1 +10%
AWM
232
Activest Wealth Management
Florida
$4K +$4.66K +10 New
APWA
233
Atlas Private Wealth Advisors
New Jersey
$4K +$4.66K +10 New
BWP
234
Baldwin Wealth Partners
Massachusetts
$4K +$4.66K +10 New
PWA
235
Phoenix Wealth Advisors
North Carolina
$4K +$4.66K +10 New
EIP
236
Ellis Investment Partners
Pennsylvania
$3K
HI
237
Hudock Inc
Pennsylvania
$3K
PP
238
Pacifica Partners
Canada
$3K
BC
239
Burleson & Co
California
$3K +$931 +2 +40%
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3.26K +7 New
AWM
241
Atticus Wealth Management
Florida
$2K -$67K -144 -96%
ANBT
242
American National Bank & Trust
Texas
$2K
BWL
243
Bogart Wealth LLC
Virginia
$2K
HWA
244
HHM Wealth Advisors
Tennessee
$2K
JWM
245
Janiczek Wealth Management
Colorado
$2K
LWANC
246
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K
LWCFA
247
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
LWM
248
Liberty Wealth Management
California
$2K +$1.86K +4 New
BFEC
249
Benjamin F. Edwards & Company
Missouri
$2K +$2.33K +5 New
SOW
250
State of Wyoming
Wyoming
$2K +$2.33K +5 New