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ChargePoint

348 hedge funds and large institutions have $3.28B invested in ChargePoint in 2022 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 128 increasing their positions, 65 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 65

15% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 66

2% more funds holding

Funds holding: 342348 (+6)

2% more call options, than puts

Call options by funds: $193M | Put options by funds: $189M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.21% less ownership

Funds ownership: 2.67%2.46% (-0.21%)

3% less capital invested

Capital invested by funds: $3.37B → $3.28B (-$89.2M)

Holders
348
Holders Change
+6
Holders Change %
+1.75%
% of All Funds
5.49%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
76
Increased
128
Reduced
65
Closed
66
Calls
$193M
Puts
$189M
Net Calls
+$4.54M
Net Calls Change
+$15.6M
Name Holding Trade Value Shares
Change
Change in
Stake
YAL
276
Your Advocates Ltd
Texas
$10K
HNB
277
Huntington National Bank
Ohio
$10K +$6.17K +20 +400%
RA
278
Rational Advisors
New York
$10K +$7.71K +25 New
SLWA
279
San Luis Wealth Advisors
California
$10K +$8.33K +27 New
CT
280
Caldwell Trust
Florida
$9.94K
OC
281
Oakworth Capital
Alabama
$9K
TAM
282
Tucker Asset Management
Colorado
$8.95K +$7.09K +23 New
SWM
283
Spire Wealth Management
Virginia
$8K -$121K -392 -95%
CWA
284
Clearview Wealth Advisors
Oregon
$8K -$4.93K -16 -46%
IRC
285
Investors Research Corp
Georgia
$8K
MPWT
286
MassMutual Private Wealth & Trust
Connecticut
$8K
SC
287
SouthState Corp
Florida
$8K
BLC
288
Brown, Lisle/Cummings
Rhode Island
$7.95K
GEA
289
Glen Eagle Advisors
New Jersey
$7.16K +$308 +1 +6%
PFGIA
290
Patriot Financial Group Insurance Agency
Massachusetts
$7K
FF
291
FourThought Financial
Florida
$6K -$617 -2 -11%
DWP
292
Destiny Wealth Partners
Florida
$6K
HBW
293
Hazlett, Burt & Watson
West Virginia
$6K +$4.63K +15 New
GRP
294
Global Retirement Partners
California
$6K +$9.25K +30 New
JPLA
295
Joseph P. Lucia & Associates
New York
$5K +$4.01K +13 New
BWP
296
Baldwin Wealth Partners
Massachusetts
$4K
CIM
297
Contravisory Investment Management
Massachusetts
$4K
HCP
298
Hexagon Capital Partners
Arkansas
$4K
MAWCM
299
Mine & Arao Wealth Creation & Management
California
$4K
RAM
300
Riggs Asset Management
Pennsylvania
$4K