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ChargePoint

364 hedge funds and large institutions have $2.27B invested in ChargePoint in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 144 increasing their positions, 72 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 72

47% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 47

42% more call options, than puts

Call options by funds: $661M | Put options by funds: $466M

5% more funds holding

Funds holding: 348364 (+16)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% less ownership

Funds ownership: 2.46%2.46% (-0%)

31% less capital invested

Capital invested by funds: $3.28B → $2.27B (-$1.01B)

Holders
364
Holders Change
+16
Holders Change %
+4.6%
% of All Funds
6.13%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
69
Increased
144
Reduced
72
Closed
47
Calls
$661M
Puts
$466M
Net Calls
+$194M
Net Calls Change
+$190M
Name Holding Trade Value Shares
Change
Change in
Stake
IUHSA
251
Itau Unibanco Holding S.A.
Brazil
$32K -$554 -2 -2%
WWM
252
Wolff Wiese Magana
California
$31K +$31.9K +115 New
CA
253
CoreCap Advisors
Michigan
$30K +$29.9K +108 New
Macquarie Group
254
Macquarie Group
Australia
$26K
TCWM
255
Total Clarity Wealth Management
Illinois
$26K +$26.9K +97 New
GWS
256
Glassman Wealth Services
Virginia
$23K -$3.33K -12 -12%
PA
257
Parallel Advisors
California
$22K +$1.94K +7 +9%
AF
258
Allworth Financial
California
$21K
LFG
259
Larson Financial Group
Missouri
$21K +$5.82K +21 +38%
OIA
260
Optimum Investment Advisors
Illinois
$18K
FP
261
Financial Perspectives
Minnesota
$17K
VVP
262
Venture Visionary Partners
Ohio
$15.9K +$16.1K +58 New
TCM
263
Tradewinds Capital Management
Washington
$15K
RTC
264
Riverview Trust Company
Washington
$15K +$15K +54 New
SIC
265
Salem Investment Counselors
North Carolina
$14K -$5.54K -20 -27%
CWP
266
Concord Wealth Partners
Virginia
$14K
HI
267
Hoey Investments
Pennsylvania
$14K +$13.9K +50 New
JFA
268
JNBA Financial Advisors
Minnesota
$14K +$13.9K +50 New
MFC
269
Mechanics Financial Corp
Ohio
$14K +$13.9K +50 New
SC
270
Stephens Consulting
Michigan
$13.7K
TWC
271
TD Waterhouse Canada
Ontario, Canada
$13.2K -$11.9K -43 -48%
SWM
272
Spire Wealth Management
Virginia
$13K +$7.21K +26 +124%
PTC
273
Private Trust Company
Ohio
$13K +$13K +47 New
Northwestern Mutual Wealth Management
274
Northwestern Mutual Wealth Management
Wisconsin
$12K +$11.1K +40 +667%
IWMA
275
Ironwood Wealth Management (Arizona)
Arizona
$11K -$23K -83 -68%