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ChargePoint

364 hedge funds and large institutions have $295M invested in ChargePoint in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 109 increasing their positions, 98 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $58.6M | Put options by funds: $22.9M

11% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 98

0.08% more ownership

Funds ownership: 1.77%1.85% (+0.08%)

5% less funds holding

Funds holding: 382364 (-18)

15% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 65

15% less capital invested

Capital invested by funds: $349M → $295M (-$53.9M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
364
Holders Change
-18
Holders Change %
-4.71%
% of All Funds
5.24%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
55
Increased
109
Reduced
98
Closed
65
Calls
$58.6M
Puts
$22.9M
Net Calls
+$35.7M
Net Calls Change
-$43.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ECG
226
Edge Capital Group
Georgia
$19.5K +$20.1K +512 New
AAS
227
Avantax Advisory Services
Texas
$19.4K -$162K -4,137 -89%
VPIM
228
Vanguard Personalized Indexing Management
California
$19.2K +$19.8K +505 New
WS
229
Wedbush Securities
California
$19K -$5.73K -146 -22%
HIM
230
Hanlon Investment Management
New Jersey
$19K
PD
231
Point72 (DIFC)
United Arab Emirates
$18.7K +$19.3K +491 New
RIL
232
Rothschild Investment LLC
Illinois
$18.4K
SPIA
233
Steward Partners Investment Advisory
New York
$18.1K -$5.73K -146 -23%
IA
234
IFP Advisors
Florida
$18K -$2.35K -60 -11%
Group One Trading
235
Group One Trading
Illinois
$17.1K +$17.7K +450 New
HighTower Advisors
236
HighTower Advisors
Illinois
$17K -$15.3K -389 -39%
PA
237
Parallel Advisors
California
$16.6K +$4.59K +117 +36%
CAL
238
Capital Analysts LLC
Pennsylvania
$14K +$392 +10 +3%
HCP
239
Hexagon Capital Partners
Arkansas
$12.7K +$4.9K +125 +60%
NSIM
240
North Star Investment Management
Illinois
$11.7K +$8.63K +220 +250%
TWC
241
TD Waterhouse Canada
Ontario, Canada
$11.5K +$3.92K +100 +46%
AIG
242
American International Group
New York
$11.3K +$1.45K +37 +14%
WIM
243
Westside Investment Management
California
$11.1K -$10K -255 -47%
FDCDDQ
244
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11K +$1.37K +35 +14%
LC
245
Lindbrook Capital
California
$9.06K -$5.61K -143 -37%
C
246
Covestor
United Kingdom
$9K +$4.16K +106 +82%
CA
247
Clearstead Advisors
Ohio
$8.96K
First Manhattan
248
First Manhattan
New York
$8.56K +$2.98K +76 +51%
S
249
SignatureFD
Georgia
$8.17K -$39 -1 -0.5%
FFA
250
Farther Finance Advisors
California
$7.76K -$6.94K -177 -45%