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ChargePoint

395 hedge funds and large institutions have $1.36B invested in ChargePoint in 2023 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 125 increasing their positions, 101 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-11
Holders Change %
-2.71%
% of All Funds
6.32%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
58
Increased
125
Reduced
101
Closed
58
Calls
$294M
Puts
$163M
Net Calls
+$131M
Net Calls Change
-$8.57M
Name Holding Trade Value Shares
Change
Shares
Change %
PWAG
226
Polaris Wealth Advisory Group
California
$138K
PHS
227
Pekin Hardy Strauss
Illinois
$136K -$20.9K -100 -13%
SCI
228
S&CO Inc
Massachusetts
$136K +$136K +650 New
LSPW
229
Lake Street Private Wealth
Illinois
$136K -$209 -1 -0.2%
JCM
230
Jacobi Capital Management
Pennsylvania
$136K -$1.05K -5 -0.8%
PVI
231
Pine Valley Investments
New Jersey
$135K +$135K +750 New
Manulife (Manufacturers Life Insurance)
232
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$131K +$9.43K +45 +8%
Rafferty Asset Management
233
Rafferty Asset Management
New York
$126K +$126K +600 New
Fidelity Investments
234
Fidelity Investments
Massachusetts
$123K +$107K +513 +693%
S
235
SignatureFD
Georgia
$123K +$628 +3 +0.5%
SPC
236
Sigma Planning Corp
Michigan
$116K +$116K +555 New
RCA
237
Reitz Capital Advisors
Michigan
$114K +$114K +545 New
ACM
238
Alpha Capital Management
Texas
$114K
HIM
239
Hanlon Investment Management
New Jersey
$112K
First Manhattan
240
First Manhattan
New York
$112K
VFA
241
Valeo Financial Advisors
Indiana
$111K +$111K +529 New
Verition Fund Management
242
Verition Fund Management
Connecticut
$108K +$108K +518 New
SWM
243
Spire Wealth Management
Virginia
$103K +$23K +110 +29%
HI
244
Harbour Investments
Wisconsin
$82.6K -$5.03K -24 -6%
TRCT
245
Tower Research Capital (TRC)
New York
$80K -$189K -899 -70%
LSA
246
Lansing Street Advisors
Pennsylvania
$72.3K
ETC
247
Exchange Traded Concepts
Oklahoma
$66.4K +$15.3K +73 +30%
FDCDDQ
248
Federation des caisses Desjardins du Quebec
Quebec, Canada
$62.7K
CA
249
Clearstead Advisors
Ohio
$60K +$27.8K +133 +86%
MCI
250
MRP Capital Investments
Georgia
$56.5K