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ChargePoint

342 hedge funds and large institutions have $3.37B invested in ChargePoint in 2021 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 123 increasing their positions, 48 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 41

156% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 48

86% more capital invested

Capital invested by funds: $1.81B → $3.37B (+$1.56B)

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

30% more funds holding

Funds holding: 263342 (+79)

1.27% more ownership

Funds ownership: 1.4%2.67% (+1.3%)

8% less call options, than puts

Call options by funds: $132M | Put options by funds: $143M

Holders
342
Holders Change
+79
Holders Change %
+30.04%
% of All Funds
5.26%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
121
Increased
123
Reduced
48
Closed
41
Calls
$132M
Puts
$143M
Net Calls
-$11.1M
Net Calls Change
+$47.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IUHSA
226
Itau Unibanco Holding S.A.
Brazil
$46K +$3.99K +9 +8%
AIG
227
American International Group
New York
$46K +$27.5K +62 +107%
FFWM
228
Future Financial Wealth Management
Ohio
$41K +$45.6K +103 New
NL
229
NVWM LLC
Pennsylvania
$39K
FAG
230
Fortitude Advisory Group
Washington
$37K +$42.5K +96 New
US Bancorp
231
US Bancorp
Minnesota
$36K +$22.2K +50 +114%
AF
232
Advisornet Financial
Minnesota
$36K +$35K +79 +494%
Macquarie Group
233
Macquarie Group
Australia
$36K +$42.1K +95 New
First Manhattan
234
First Manhattan
New York
$35K
OIA
235
Optimum Investment Advisors
Illinois
$31K
WWMSC
236
Wagner Wealth Management (South Carolina)
South Carolina
$30K +$23.9K +54 +235%
AF
237
Allworth Financial
California
$26K
NFG
238
Next Financial Group
Texas
$25K -$6.2K -14 -17%
FWM
239
Focused Wealth Management
New York
$22K
TCM
240
Tradewinds Capital Management
Washington
$21K +$1.77K +4 +8%
1IA
241
1834 Investment Advisors
Wisconsin
$21K +$15.5K +35 +175%
LFG
242
Larson Financial Group
Missouri
$21K +$24.8K +56 New
SC
243
Stephens Consulting
Michigan
$19.1K +$22.2K +50 New
KFI
244
Key Financial Inc
Pennsylvania
$19K
PMFA
245
Plante Moran Financial Advisors
Michigan
$19K
AWA
246
Amplius Wealth Advisors
Pennsylvania
$19K +$22.2K +50 New
FCFS
247
First Command Financial Services
Texas
$19K +$22.2K +50 New
HR
248
Howe & Rusling
New York
$19K +$22.2K +50 New
CA
249
Clearstead Advisors
Ohio
$18K
WAS
250
Winch Advisory Services
Wisconsin
$16K