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ChargePoint

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: 342348 (+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: 66 (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
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