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ChargePoint

380 hedge funds and large institutions have $787M invested in ChargePoint in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 138 increasing their positions, 90 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 90

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

0.13% less ownership

Funds ownership: 2.33%2.2% (-0.13%)

4% less funds holding

Funds holding: 394380 (-14)

22% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 55

36% less call options, than puts

Call options by funds: $157M | Put options by funds: $244M

46% less capital invested

Capital invested by funds: $1.45B → $787M (-$660M)

Holders
380
Holders Change
-14
Holders Change %
-3.55%
% of All Funds
6.03%
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
138
Reduced
90
Closed
55
Calls
$157M
Puts
$244M
Net Calls
-$87.6M
Net Calls Change
-$190M
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
251
First Manhattan
New York
$14.8K -$70.2K -484 -76%
HI
252
Harbour Investments
Wisconsin
$13.7K -$27.3K -188 -58%
MMG
253
Monetary Management Group
Missouri
$13.7K
HNB
254
Huntington National Bank
Ohio
$13.4K
TWM
255
Tradition Wealth Management
Minnesota
$12K +$17.1K +118 New
HI
256
Hoey Investments
Pennsylvania
$11.9K
AAG
257
Armstrong Advisory Group
Massachusetts
$11.8K -$2.9K -20 -14%
WWM
258
Wolff Wiese Magana
California
$11.4K
N
259
Natixis
France
$10.8K +$290 +2 +2%
HPC
260
HM Payson & Co
Maine
$9.94K -$18.1K -125 -56%
GWSA
261
Global Wealth Strategies & Associates
Colorado
$9.94K
FFA
262
Farther Finance Advisors
California
$9.2K -$2.61K -18 -16%
GWS
263
Glassman Wealth Services
Virginia
$9.16K +$13.3K +92 New
NSIM
264
North Star Investment Management
Illinois
$8.75K
HCP
265
Hexagon Capital Partners
Arkansas
$8.45K +$7.98K +55 +183%
LFG
266
Larson Financial Group
Missouri
$8.42K
S
267
SignatureFD
Georgia
$8.17K +$7.11K +49 +148%
FMTCOCP
268
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K
FCA
269
FinTrust Capital Advisors
South Carolina
$7.95K +$7.98K +55 +220%
QPBE
270
Quintet Private Bank (Europe)
Luxembourg
$7.04K +$10.3K +71 New
CAM
271
Close Asset Management
United Kingdom
$7K
NS
272
NBC Securities
Alabama
$7K +$11.3K +78 New
PA
273
Parallel Advisors
California
$6.48K +$290 +2 +3%
FP
274
Financial Perspectives
Minnesota
$6.18K
C
275
Covestor
United Kingdom
$6K -$290 -2 -3%