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ChargePoint

410 hedge funds and large institutions have $1.47B invested in ChargePoint in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 136 increasing their positions, 100 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 52

74% more call options, than puts

Call options by funds: $330M | Put options by funds: $190M

36% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 100

11% more funds holding

Funds holding: 370410 (+40)

0.16% less ownership

Funds ownership: 2.41%2.25% (-0.16%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

39% less capital invested

Capital invested by funds: $2.41B → $1.47B (-$949M)

Holders
410
Holders Change
+40
Holders Change %
+10.81%
% of All Funds
6.59%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
98
Increased
136
Reduced
100
Closed
52
Calls
$330M
Puts
$190M
Net Calls
+$140M
Net Calls Change
-$63.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
251
Harbour Investments
Wisconsin
$79.7K -$17K -70 -14%
US Bancorp
252
US Bancorp
Minnesota
$76.5K -$141K -582 -59%
SWA
253
Sutton Wealth Advisors
Florida
$74.9K -$729 -3 -0.8%
SWM
254
Spire Wealth Management
Virginia
$73K -$14.1K -58 -13%
ASN
255
Advisory Services Network
Georgia
$67.8K +$86.5K +356 New
LSA
256
Lansing Street Advisors
Pennsylvania
$65.8K -$40.1K -165 -32%
FDCDDQ
257
Federation des caisses Desjardins du Quebec
Quebec, Canada
$57.1K -$14.3K -59 -16%
Lazard Asset Management
258
Lazard Asset Management
New York
$56K +$29.2K +120 +67%
NL
259
NVWM LLC
Pennsylvania
$53.9K +$8.26K +34 +16%
MCI
260
MRP Capital Investments
Georgia
$51.5K +$65.6K +270 New
CAL
261
Capital Analysts LLC
Pennsylvania
$48K -$243 -1 -0.4%
ETC
262
Exchange Traded Concepts
Oklahoma
$46.4K -$27.5K -113 -32%
WHG
263
Westwood Holdings Group
Texas
$43K +$54.4K +224 New
HI
264
Hoey Investments
Pennsylvania
$41.9K -$24.3K -100 -31%
TWC
265
TD Waterhouse Canada
Ontario, Canada
$41.4K +$29.4K +121 +125%
GFPC
266
Global Financial Private Client
Florida
$38.4K +$486 +2 +1%
LC
267
Lindbrook Capital
California
$37.8K +$1.7K +7 +4%
CLOS
268
Compagnie Lombard Odier SCmA
Switzerland
$37K
AIG
269
American International Group
New York
$36.9K -$486 -2 -1%
PMFA
270
Plante Moran Financial Advisors
Michigan
$36.2K +$8.02K +33 +21%
QL
271
Quarry LP
New York
$35.6K +$45.4K +187 New
ME
272
McIlrath & Eck
Washington
$33.3K -$8.26K -34 -16%
CA
273
Clearstead Advisors
Ohio
$29.4K -$19.9K -82 -35%
AA
274
Ancora Advisors
Ohio
$29K -$1.7K -7 -4%
CWM
275
Cranbrook Wealth Management
Michigan
$28.6K