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ChargePoint

400 hedge funds and large institutions have $1.36B invested in ChargePoint in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 127 increasing their positions, 102 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $294M | Put options by funds: $163M

25% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 102

2% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 58

0.35% less ownership

Funds ownership: 2.25%1.91% (-0.35%)

2% less funds holding

Funds holding: 410400 (-10)

7% less capital invested

Capital invested by funds: $1.47B → $1.36B (-$104M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
400
Holders Change
-10
Holders Change %
-2.44%
% of All Funds
6.37%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
59
Increased
127
Reduced
102
Closed
58
Calls
$294M
Puts
$163M
Net Calls
+$131M
Net Calls Change
-$8.56M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
251
Federation des caisses Desjardins du Quebec
Quebec, Canada
$62.7K
CA
252
Clearstead Advisors
Ohio
$60K +$29K +133 +86%
MCI
253
MRP Capital Investments
Georgia
$56.5K
Northwestern Mutual Wealth Management
254
Northwestern Mutual Wealth Management
Wisconsin
$54.7K +$44.4K +204 +358%
NL
255
NVWM LLC
Pennsylvania
$52.4K
CAL
256
Capital Analysts LLC
Pennsylvania
$52K
LC
257
Lindbrook Capital
California
$49.3K +$8.06K +37 +19%
HPC
258
HM Payson & Co
Maine
$47.1K +$16.3K +75 +50%
GFPC
259
Global Financial Private Client
Florida
$41.5K
US Bancorp
260
US Bancorp
Minnesota
$41.1K -$44.7K -205 -51%
CLOS
261
Compagnie Lombard Odier SCmA
Switzerland
$40.3K
PMFA
262
Plante Moran Financial Advisors
Michigan
$39.8K
DFCM
263
Dark Forest Capital Management
Puerto Rico
$39.5K +$41K +188 New
AIG
264
American International Group
New York
$39.4K -$1.31K -6 -3%
AAS
265
Ameritas Advisory Services
Nebraska
$38.1K +$41K +188 New
TC
266
Trium Capital
United Kingdom
$37K +$38.1K +175 New
ME
267
McIlrath & Eck
Washington
$36.6K
HCM
268
Hollencrest Capital Management
California
$35.5K +$22.9K +105 +162%
PI
269
PEAK6 Investments
Illinois
$34.7K +$36.2K +166 New
AA
270
Ancora Advisors
Ohio
$31.4K
CWM
271
Cranbrook Wealth Management
Michigan
$31.4K
AAG
272
Armstrong Advisory Group
Massachusetts
$28.9K
MMG
273
Monetary Management Group
Missouri
$28.8K
AWM
274
Atticus Wealth Management
Florida
$28.2K +$653 +3 +2%
WAM
275
Worth Asset Management
Texas
$27.7K +$10.9K +50 +60%