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ChargePoint

376 hedge funds and large institutions have $786M invested in ChargePoint in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 136 increasing their positions, 90 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
-14
Holders Change %
-3.59%
% of All Funds
6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
43
Increased
136
Reduced
90
Closed
55
Calls
$157M
Puts
$244M
Net Calls
-$87.6M
Net Calls Change
-$190M
Name Holding Trade Value Shares
Change
Shares
Change %
MMG
251
Monetary Management Group
Missouri
$13.7K
HNB
252
Huntington National Bank
Ohio
$13.4K
TWM
253
Tradition Wealth Management
Minnesota
$12K +$12K +118 New
HI
254
Hoey Investments
Pennsylvania
$11.9K
AAG
255
Armstrong Advisory Group
Massachusetts
$11.8K -$2K -20 -14%
WWM
256
Wolff Wiese Magana
California
$11.4K
N
257
Natixis
France
$10.8K +$198 +2 +2%
HPC
258
HM Payson & Co
Maine
$9.94K -$12.4K -125 -56%
GWSA
259
Global Wealth Strategies & Associates
Colorado
$9.94K
FFA
260
Farther Finance Advisors
California
$9.2K -$1.78K -18 -16%
GWS
261
Glassman Wealth Services
Virginia
$9.17K +$9.17K +92 New
NSIM
262
North Star Investment Management
Illinois
$8.75K
HCP
263
Hexagon Capital Partners
Arkansas
$8.45K +$5.47K +55 +183%
LFG
264
Larson Financial Group
Missouri
$8.42K
S
265
SignatureFD
Georgia
$8.17K +$4.88K +49 +148%
FMTCOCP
266
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K
FCA
267
FinTrust Capital Advisors
South Carolina
$7.95K +$5.47K +55 +220%
QPBE
268
Quintet Private Bank (Europe)
Luxembourg
$7.05K +$7.05K +71 New
CAM
269
Close Asset Management
United Kingdom
$7K
NS
270
NBC Securities
Alabama
$7K +$7K +78 New
PA
271
Parallel Advisors
California
$6.48K +$199 +2 +3%
FP
272
Financial Perspectives
Minnesota
$6.18K
C
273
Covestor
United Kingdom
$6K -$188 -2 -3%
PMFA
274
Plante Moran Financial Advisors
Michigan
$5.68K -$13.2K -133 -70%
JFG
275
Jefferies Financial Group
New York
$5.62K +$5.62K +57 New