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ChargePoint

364 hedge funds and large institutions have $295M invested in ChargePoint in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 109 increasing their positions, 98 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $58.6M | Put options by funds: $22.9M

11% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 98

0.08% more ownership

Funds ownership: 1.77%1.85% (+0.08%)

5% less funds holding

Funds holding: 382364 (-18)

15% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 65

15% less capital invested

Capital invested by funds: $349M → $295M (-$53.9M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
364
Holders Change
-18
Holders Change %
-4.71%
% of All Funds
5.24%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
55
Increased
109
Reduced
98
Closed
65
Calls
$58.6M
Puts
$22.9M
Net Calls
+$35.7M
Net Calls Change
-$43.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
251
Tradewinds Capital Management
Washington
$7.6K -$9.81K -250 -56%
APC
252
Aspire Private Capital
North Carolina
$7.55K
PS
253
Principal Securities
Iowa
$7.2K +$1.41K +36 +23%
Belvedere Trading
254
Belvedere Trading
Illinois
$7.16K +$1.92K +49 +35%
CAL
255
Capital Advisors Ltd
Ohio
$7K +$6.9K +176 New
AWM
256
Atticus Wealth Management
Florida
$6K +$4.9K +125 +379%
VanEck Associates
257
VanEck Associates
New York
$6K +$39 +1 +0.6%
GI
258
GAMMA Investing
California
$5.2K -$432 -11 -7%
HI
259
Harbour Investments
Wisconsin
$5.05K -$196 -5 -4%
AAG
260
Armstrong Advisory Group
Massachusetts
$4.98K
HNB
261
Huntington National Bank
Ohio
$4.94K -$1.88K -48 -27%
SWM
262
Spire Wealth Management
Virginia
$4.93K -$981 -25 -16%
BTI
263
Blue Trust Inc
Georgia
$4.81K +$4.2K +107 +535%
ATC
264
Advantage Trust Company
Kansas
$3.8K
GWSA
265
Global Wealth Strategies & Associates
Colorado
$3.8K
HPC
266
HM Payson & Co
Maine
$3.8K
N
267
Natixis
France
$3.3K -$706 -18 -17%
QCG
268
Quadrant Capital Group
Ohio
$3.25K +$667 +17 +25%
CAM
269
Close Asset Management
United Kingdom
$3K
FMTCOCP
270
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K
Mitsubishi UFJ Asset Management
271
Mitsubishi UFJ Asset Management
Japan
$2.9K
GWM
272
Geneos Wealth Management
Colorado
$2.77K +$196 +5 +7%
HI
273
Hoey Investments
Pennsylvania
$2.66K
LFG
274
Larson Financial Group
Missouri
$2.44K -$863 -22 -26%
PMFA
275
Plante Moran Financial Advisors
Michigan
$2.17K