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ChargePoint
CHPT

348 hedge funds and large institutions have $3.28B invested in ChargePoint in 2022 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 128 increasing their positions, 65 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 65

15% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 66

2% more funds holding

Funds holding: 342 → 348 (+6)

2% more call options, than puts

Call options by funds: $193M | Put options by funds: $189M

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

0.21% less ownership

Funds ownership: 2.67% → 2.46% (-0.21%)

3% less capital invested

Capital invested by funds: $3.37B → $3.28B (-$89.2M)

Holders
348
Holders Change
+6
Holders Change %
+1.75%
% of All Funds
5.49%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
76
Increased
128
Reduced
65
Closed
66
Calls
$193M
Puts
$189M
Net Calls
+$4.54M
Net Calls Change
+$15.6M

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$15M
2
Bank of America
Bank of America
North Carolina
+$13.1M
3
Goldman Sachs
Goldman Sachs
New York
+$13M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$8.69M
5
GFWEX
G.F.W. Energy XII
Texas
+$8.47M

Top Sellers

1
LCMP
Linse Capital Management PR
Puerto Rico
-$145M
2
LC
Linse Capital
Puerto Rico
-$33.4M
3
Citadel Advisors
Citadel Advisors
Florida
-$24.7M
4
SPPAM
Summit Partners Public Asset Management
Massachusetts
-$16M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$15.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
251
Parallel Advisors
California
$29K -$73.4K -238 -76%
SIC
252
Salem Investment Counselors
North Carolina
$29K +$11.4K +37 +103%
GWM
253
Geneos Wealth Management
Colorado
$27K -$17.9K -58 -45%
OIA
254
Optimum Investment Advisors
Illinois
$26K -$5.55K -18 -22%
FP
255
Financial Perspectives
Minnesota
$24.7K +$11.1K +36 +138%
LFG
256
Larson Financial Group
Missouri
$22K – – –
TCM
257
Tradewinds Capital Management
Washington
$22K – – –
HR
258
Howe & Rusling
New York
$20K – – –
PMFA
259
Plante Moran Financial Advisors
Michigan
$20K – – –
CWP
260
Concord Wealth Partners
Virginia
$20K +$15.4K +50 New
SC
261
Stephens Consulting
Michigan
$19.9K – – –
CP
262
Castleview Partners
Texas
$19K -$279K -903 -95%
WTA
263
Washington Trust Advisors
Massachusetts
$19K +$6.17K +20 +69%
WAS
264
Winch Advisory Services
Wisconsin
$17K – – –
GWMIA
265
Global Wealth Management Investment Advisory
Florida
$16K – – –
CFN
266
Cordasco Financial Network
Florida
$14K – – –
C
267
Covestor
United Kingdom
$14K +$5.55K +18 +100%
FWM
268
Focused Wealth Management
New York
$13K -$8.02K -26 -45%
HFS
269
Hantz Financial Services
Michigan
$13K +$4.63K +15 +88%
CFD
270
Creative Financial Designs
Indiana
$11K – – –
TJHA
271
Thomas J. Herzfeld Advisors
Florida
$11K – – –
PCG
272
Private Capital Group
Connecticut
$11K +$4.32K +14 +93%
AWM
273
Atticus Wealth Management
Florida
$11K +$6.79K +22 +367%
Fifth Third Bancorp
274
Fifth Third Bancorp
Ohio
$10K – – –
TFS
275
TrustCore Financial Services
Tennessee
$10K – – –
9 10
11
12 13

CHPT Hedge Fund Activity: Q1 2022 in Review

348 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ChargePoint (CHPT) for Q1 2022, worth a combined $3.28B — down 2.7% from $3.37B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new CHPT positions and 66 closed out — a net gain of 10 holders — while 128 added to existing stakes and 65 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $15M. The largest seller was Linse Capital Management PR, cutting an estimated $145M.

  • 348 institutional investors held ChargePoint (CHPT) as of Q1 2022, up from 342 in Q4 2021.
  • Funds reported $3.28B of ChargePoint stock for Q1 2022, down 2.7% quarter-over-quarter.
  • 76 funds opened new ChargePoint positions in Q1 2022 and 66 closed out, a net change of +10 holders.
  • The largest ChargePoint buyer in Q1 2022 was Neuberger Berman Group, an estimated $15M added.
  • The largest ChargePoint seller in Q1 2022 was Linse Capital Management PR, an estimated $145M sold.

Based on aggregated 13F filings for Q1 2022.