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ChargePoint

410 hedge funds and large institutions have $1.47B invested in ChargePoint in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 136 increasing their positions, 100 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 52

74% more call options, than puts

Call options by funds: $330M | Put options by funds: $190M

36% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 100

11% more funds holding

Funds holding: 370410 (+40)

0.16% less ownership

Funds ownership: 2.41%2.25% (-0.16%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

39% less capital invested

Capital invested by funds: $2.41B → $1.47B (-$949M)

Holders
410
Holders Change
+40
Holders Change %
+10.81%
% of All Funds
6.59%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
98
Increased
136
Reduced
100
Closed
52
Calls
$330M
Puts
$190M
Net Calls
+$140M
Net Calls Change
-$63.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
276
HM Payson & Co
Maine
$28.6K +$6.08K +25 +20%
WIM
277
Westside Investment Management
California
$26.5K +$13.4K +55 +5%
AAG
278
Armstrong Advisory Group
Massachusetts
$26.3K +$33.5K +138 New
MMG
279
Monetary Management Group
Missouri
$26.2K -$18.2K -75 -35%
AWM
280
Atticus Wealth Management
Florida
$25.1K +$24.1K +99 +300%
HFS
281
HBC Financial Services
Washington
$25K
NA
282
NewEdge Advisors
Louisiana
$25K +$50.1K +206 +32%
AF
283
Allworth Financial
California
$24.6K -$972 -4 -3%
WWM
284
Wolff Wiese Magana
California
$21.9K
PWS
285
Paragon Wealth Strategies
Florida
$21.9K +$27.9K +115 New
N
286
Natixis
France
$21.4K +$27.2K +112 New
CA
287
CoreCap Advisors
Michigan
$20.6K +$26.2K +108 New
TWD
288
True Wealth Design
Ohio
$18.6K +$23.8K +98 New
LFG
289
Larson Financial Group
Missouri
$16K
WAM
290
Worth Asset Management
Texas
$15.7K +$6.08K +25 +43%
NSIM
291
North Star Investment Management
Illinois
$14.9K +$17K +70 +875%
GWS
292
Glassman Wealth Services
Virginia
$14.8K -$2.19K -9 -10%
CFD
293
Creative Financial Designs
Indiana
$14.6K
HNB
294
Huntington National Bank
Ohio
$14.3K
Fidelity Investments
295
Fidelity Investments
Massachusetts
$14.1K -$68.8K -283 -79%
Simplex Trading
296
Simplex Trading
Illinois
$14K +$6.08K +25 +50%
CFGS
297
Concourse Financial Group Securities
Alabama
$13.3K -$49.8K -205 -75%
AWM
298
Accurate Wealth Management
Florida
$13.3K +$16K +66 New
PA
299
Parallel Advisors
California
$12.6K -$20.9K -86 -57%
AWM
300
Avior Wealth Management
Nebraska
$12.6K +$11.7K +48 +267%