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ChargePoint
CHPT

370 hedge funds and large institutions have $2.41B invested in ChargePoint in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 155 increasing their positions, 63 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 63

90% more call options, than puts

Call options by funds: $429M | Put options by funds: $225M

26% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 47

6% more capital invested

Capital invested by funds: $2.27B → $2.41B (+$147M)

2% more funds holding

Funds holding: 364 → 370 (+6)

0.05% less ownership

Funds ownership: 2.46% → 2.41% (-0.05%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
370
Holders Change
+6
Holders Change %
+1.65%
% of All Funds
6.37%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
59
Increased
155
Reduced
63
Closed
47
Calls
$429M
Puts
$225M
Net Calls
+$204M
Net Calls Change
+$9.46M

Top Buyers

1
BlackRock
BlackRock
New York
+$35.6M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$29.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$21.2M
4
Citadel Advisors
Citadel Advisors
Florida
+$21.1M
5
Morgan Stanley
Morgan Stanley
New York
+$18.1M

Top Sellers

1
LC
Linse Capital
Puerto Rico
-$128M
2
Goldman Sachs
Goldman Sachs
New York
-$59.9M
3
GFWEX
G.F.W. Energy XII
Texas
-$35.2M
4
Citigroup
Citigroup
New York
-$29.5M
5
LCMP
Linse Capital Management PR
Puerto Rico
-$23.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
FP
276
Financial Perspectives
Minnesota
$18.4K – – –
WAM
277
Worth Asset Management
Texas
$17K +$17.6K +58 New
RTC
278
Riverview Trust Company
Washington
$16K – – –
TCM
279
Tradewinds Capital Management
Washington
$16K – – –
WFA
280
Wipfli Financial Advisors
Wisconsin
$16K +$16.1K +53 New
CT
281
Caldwell Trust
Florida
$15.5K +$8.5K +28 +112%
CP
282
Castleview Partners
Texas
$15K -$10K -33 -40%
JFA
283
JNBA Financial Advisors
Minnesota
$15K – – –
MFC
284
Mechanics Financial Corp
Ohio
$15K – – –
SC
285
Stephens Consulting
Michigan
$14.8K – – –
Simplex Trading
286
Simplex Trading
Illinois
$14K +$12.1K +40 +400%
GWM
287
Geneos Wealth Management
Colorado
$13K -$183K -604 -93%
HFS
288
Hantz Financial Services
Michigan
$13K +$1.52K +5 +13%
WAS
289
Winch Advisory Services
Wisconsin
$12K – – –
PFBT
290
Parkside Financial Bank & Trust
Missouri
$12K +$10.9K +36 +1,200%
IWMA
291
Ironwood Wealth Management (Arizona)
Arizona
$11K – – –
AA
292
Addison Advisors
Vermont
$11K +$11.2K +37 New
AF
293
Advisornet Financial
Minnesota
$10K +$303 +1 +3%
SWA
294
SOA Wealth Advisors
New York
$10K +$10.3K +34 +3,400%
AWM
295
Atticus Wealth Management
Florida
$9K – – –
C
296
Covestor
United Kingdom
$9K – – –
EI
297
Ellevest Inc
New York
$9K +$9.71K +32 New
FWM
298
Focused Wealth Management
New York
$8K – – –
GRP
299
Global Retirement Partners
California
$8K – – –
RA
300
Rational Advisors
New York
$8K – – –
10 11
12
13 14

CHPT Hedge Fund Activity: Q3 2022 in Review

370 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in ChargePoint (CHPT) for Q3 2022, worth a combined $2.41B — up 6.5% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new CHPT positions and 47 closed out — a net gain of 12 holders — while 155 added to existing stakes and 63 trimmed.

The largest buyer was BlackRock, adding an estimated $35.6M. The largest seller was Linse Capital, cutting an estimated $128M.

  • 370 institutional investors held ChargePoint (CHPT) as of Q3 2022, up from 364 in Q2 2022.
  • Funds reported $2.41B of ChargePoint stock for Q3 2022, up 6.5% quarter-over-quarter.
  • 59 funds opened new ChargePoint positions in Q3 2022 and 47 closed out, a net change of +12 holders.
  • The largest ChargePoint buyer in Q3 2022 was BlackRock, an estimated $35.6M added.
  • The largest ChargePoint seller in Q3 2022 was Linse Capital, an estimated $128M sold.

Based on aggregated 13F filings for Q3 2022.