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ChargePoint

410 hedge funds and large institutions have $1.47B invested in ChargePoint in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 136 increasing their positions, 100 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 52

74% more call options, than puts

Call options by funds: $330M | Put options by funds: $190M

36% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 100

11% more funds holding

Funds holding: 370410 (+40)

0.16% less ownership

Funds ownership: 2.41%2.25% (-0.16%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

39% less capital invested

Capital invested by funds: $2.41B → $1.47B (-$949M)

Holders
410
Holders Change
+40
Holders Change %
+10.81%
% of All Funds
6.59%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
98
Increased
136
Reduced
100
Closed
52
Calls
$330M
Puts
$190M
Net Calls
+$140M
Net Calls Change
-$63.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
226
RWA Wealth Partners
Massachusetts
$132K -$24.1K -99 -14%
CW
227
CreativeOne Wealth
Kansas
$131K +$28.9K +119 +21%
HSA
228
HBK Sorce Advisory
Pennsylvania
$129K +$164K +676 New
JCM
229
Jacobi Capital Management
Pennsylvania
$125K +$15.1K +62 +10%
LSPW
230
Lake Street Private Wealth
Illinois
$124K -$4.62K -19 -3%
AGM
231
Alpine Global Management
New York
$123K +$156K +644 New
Tudor Investment Corp
232
Tudor Investment Corp
Connecticut
$121K +$155K +637 New
IC
233
IEQ Capital
California
$120K
William Blair & Company
234
William Blair & Company
Illinois
$118K +$10.9K +45 +8%
ACM
235
Alpha Capital Management
Texas
$114K
CIBC Asset Management
236
CIBC Asset Management
Ontario, Canada
$113K -$36.5K -150 -20%
GLA
237
Good Life Advisors
Pennsylvania
$113K -$11.2K -46 -7%
QCM
238
Qsemble Capital Management
New York
$112K +$143K +590 New
ISL
239
Ingalls & Snyder LLC
New York
$112K -$16.5K -68 -10%
S
240
SignatureFD
Georgia
$111K +$1.94K +8 +1%
Manulife (Manufacturers Life Insurance)
241
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$111K +$141K +581 New
MC
242
Moors & Cabot
Massachusetts
$108K +$138K +568 New
PA
243
Pinnacle Associates
New York
$102K +$130K +536 New
HIM
244
Hanlon Investment Management
New Jersey
$102K
First Manhattan
245
First Manhattan
New York
$102K +$92.3K +380 +247%
IFWM
246
Institute for Wealth Management
Colorado
$102K +$130K +533 New
BAM
247
Brave Asset Management
New Jersey
$95.3K +$122K +500 New
GWM
248
Geneos Wealth Management
Colorado
$93.9K +$109K +448 +996%
DCM
249
Dupont Capital Management
Delaware
$92.1K +$117K +483 New
RFA
250
Register Financial Advisors
Georgia
$85.8K +$109K +450 New