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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
GWMIA
251
Global Wealth Management Investment Advisory
Florida
$15K -$28.8K -65 -62%
Credit Agricole
252
Credit Agricole
France
$14K -$11.1K -25 -40%
SIC
253
Salem Investment Counselors
North Carolina
$14K
CFN
254
Cordasco Financial Network
Florida
$13K
CWA
255
Clearview Wealth Advisors
Oregon
$13K +$6.2K +14 +67%
WTA
256
Washington Trust Advisors
Massachusetts
$11K +$12.9K +29 New
CFD
257
Creative Financial Designs
Indiana
$10K -$94.8K -214 -89%
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$10K
TJHA
259
Thomas J. Herzfeld Advisors
Florida
$10K
TFS
260
TrustCore Financial Services
Tennessee
$10K
YAL
261
Your Advocates Ltd
Texas
$10K +$11.1K +25 New
FP
262
Financial Perspectives
Minnesota
$9.81K +$4.88K +11 +73%
CT
263
Caldwell Trust
Florida
$9.53K
CA
264
CoreCap Advisors
Michigan
$9K +$10.6K +24 New
GWS
265
Glassman Wealth Services
Virginia
$8K -$31.9K -72 -77%
IRC
266
Investors Research Corp
Georgia
$8K
OC
267
Oakworth Capital
Alabama
$8K
Simplex Trading
268
Simplex Trading
Illinois
$8K +$3.99K +9 +69%
S
269
SignatureFD
Georgia
$8K +$8.86K +20 New
MPWT
270
MassMutual Private Wealth & Trust
Connecticut
$8K +$9.31K +21 New
BLC
271
Brown, Lisle/Cummings
Rhode Island
$7.62K +$8.86K +20 New
FF
272
FourThought Financial
Florida
$7K -$19.1K -43 -70%
HFS
273
Hantz Financial Services
Michigan
$7K
SC
274
SouthState Corp
Florida
$7K
CA
275
Cornerstone Advisory
Maryland
$7K +$7.98K +18 New