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ChargePoint

394 hedge funds and large institutions have $1.45B invested in ChargePoint in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 138 increasing their positions, 93 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

48% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 93

41% more call options, than puts

Call options by funds: $353M | Put options by funds: $251M

6% more capital invested

Capital invested by funds: $1.36B → $1.45B (+$85.8M)

0.42% more ownership

Funds ownership: 1.91%2.33% (+0.42%)

6% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 52

2% less funds holding

Funds holding: 400394 (-6)

Holders
394
Holders Change
-6
Holders Change %
-1.5%
% of All Funds
6.19%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
49
Increased
138
Reduced
93
Closed
52
Calls
$353M
Puts
$251M
Net Calls
+$102M
Net Calls Change
-$29.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
251
Clearstead Advisors
Ohio
$50.2K -$175 -1 -0.3%
FDCDDQ
252
Federation des caisses Desjardins du Quebec
Quebec, Canada
$49K -$3.68K -21 -7%
AIG
253
American International Group
New York
$45.7K +$12.6K +72 +38%
CAL
254
Capital Analysts LLC
Pennsylvania
$44K
SWM
255
Spire Wealth Management
Virginia
$40.1K -$46.3K -264 -54%
ST
256
Smithfield Trust
Pennsylvania
$40K +$39.8K +227 New
HPC
257
HM Payson & Co
Maine
$39.6K
TWC
258
TD Waterhouse Canada
Ontario, Canada
$39.4K +$17.5K +100 +85%
US Bancorp
259
US Bancorp
Minnesota
$38.2K +$3.68K +21 +11%
ME
260
McIlrath & Eck
Washington
$35.8K +$5.08K +29 +17%
LC
261
Lindbrook Capital
California
$35.2K -$6.13K -35 -15%
CLOS
262
Compagnie Lombard Odier SCmA
Switzerland
$33.8K
PMFA
263
Plante Moran Financial Advisors
Michigan
$33.4K
AA
264
Ancora Advisors
Ohio
$26.4K
CWM
265
Cranbrook Wealth Management
Michigan
$26.4K
AAG
266
Armstrong Advisory Group
Massachusetts
$24.3K
MMG
267
Monetary Management Group
Missouri
$24.2K
HNB
268
Huntington National Bank
Ohio
$23.7K +$8.77K +50 +59%
HI
269
Hoey Investments
Pennsylvania
$21.1K
WWM
270
Wolff Wiese Magana
California
$20.2K
AF
271
Allworth Financial
California
$19.7K +$4.03K +23 +26%
FFA
272
Farther Finance Advisors
California
$19.5K +$9.47K +54 +95%
N
273
Natixis
France
$18.8K -$1.05K -6 -5%
GWSA
274
Global Wealth Strategies & Associates
Colorado
$17.6K
NSIM
275
North Star Investment Management
Illinois
$15.5K +$1.75K +10 +13%

CHPT Hedge Fund Activity: Q2 2023 in Review

394 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ChargePoint (CHPT) for Q2 2023, worth a combined $1.45B — up 6.3% from $1.36B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of CHPT and 49 opened new positions — a net loss of 3 holders — while 93 trimmed existing stakes and 138 added.

The largest buyer was Citigroup, adding an estimated $40.9M. The largest seller was D.E. Shaw & Co, exiting entirely with an estimated $31.9M sold.

  • 394 institutional investors held ChargePoint (CHPT) as of Q2 2023, down from 400 in Q1 2023.
  • Funds reported $1.45B of ChargePoint stock for Q2 2023, up 6.3% quarter-over-quarter.
  • 49 funds opened new ChargePoint positions in Q2 2023 and 52 closed out, a net change of -3 holders.
  • The largest ChargePoint buyer in Q2 2023 was Citigroup, an estimated $40.9M added.
  • The largest ChargePoint seller in Q2 2023 was D.E. Shaw & Co, an estimated $31.9M sold.

Based on aggregated 13F filings for Q2 2023.