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ChargePoint

342 hedge funds and large institutions have $3.37B invested in ChargePoint in 2021 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 123 increasing their positions, 48 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 41

156% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 48

86% more capital invested

Capital invested by funds: $1.81B → $3.37B (+$1.56B)

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

30% more funds holding

Funds holding: 263342 (+79)

1.27% more ownership

Funds ownership: 1.4%2.67% (+1.3%)

8% less call options, than puts

Call options by funds: $132M | Put options by funds: $143M

Holders
342
Holders Change
+79
Holders Change %
+30.04%
% of All Funds
5.26%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
121
Increased
123
Reduced
48
Closed
41
Calls
$132M
Puts
$143M
Net Calls
-$11.1M
Net Calls Change
+$47.5M
Name Holding Trade Value Shares
Change
Change in
Stake
C
276
Covestor
United Kingdom
$7K +$7.98K +18 New
PFGIA
277
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$7.98K +18 New
FPWM
278
FSB Premier Wealth Management
Iowa
$7K +$8.86K +20 New
GEA
279
Glen Eagle Advisors
New Jersey
$6.48K
PCG
280
Private Capital Group
Connecticut
$6K
SCA
281
Stonebridge Capital Advisors
Minnesota
$6K
FHA
282
First Horizon Advisors
Tennessee
$6K +$443 +1 +6%
AA
283
Addison Advisors
Vermont
$6K +$6.65K +15 New
DWP
284
Destiny Wealth Partners
Florida
$6K +$6.65K +15 New
WIM
285
Westside Investment Management
California
$5.92K +$123K +277 +369%
CWS
286
Confluence Wealth Services
Pennsylvania
$5K +$6.65K +15 New
BWP
287
Baldwin Wealth Partners
Massachusetts
$4K
HCP
288
Hexagon Capital Partners
Arkansas
$4K
MAWCM
289
Mine & Arao Wealth Creation & Management
California
$4K
RAM
290
Riggs Asset Management
Pennsylvania
$4K
EWA
291
EverSource Wealth Advisors
Alabama
$4K +$4.43K +10 New
CIM
292
Contravisory Investment Management
Massachusetts
$4K +$4.88K +11 New
TIM
293
Tevis Investment Management
Texas
$4K +$4.88K +11 New
Fidelity Investments
294
Fidelity Investments
Massachusetts
$3K -$2.66K -6 -46%
NSIM
295
North Star Investment Management
Illinois
$3K -$1.33K -3 -27%
EIP
296
Ellis Investment Partners
Pennsylvania
$3K
HI
297
Hudock Inc
Pennsylvania
$3K
PP
298
Pacifica Partners
Canada
$3K
BC
299
Burleson & Co
California
$3K +$443 +1 +14%
SN
300
Sittner & Nelson
Oregon
$3K +$3.54K +8 New