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ChargePoint

400 hedge funds and large institutions have $1.36B invested in ChargePoint in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 127 increasing their positions, 102 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $294M | Put options by funds: $163M

25% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 102

2% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 58

0.35% less ownership

Funds ownership: 2.25%1.91% (-0.35%)

2% less funds holding

Funds holding: 410400 (-10)

7% less capital invested

Capital invested by funds: $1.47B → $1.36B (-$104M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
400
Holders Change
-10
Holders Change %
-2.44%
% of All Funds
6.37%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
59
Increased
127
Reduced
102
Closed
58
Calls
$294M
Puts
$163M
Net Calls
+$131M
Net Calls Change
-$8.56M
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
276
TD Waterhouse Canada
Ontario, Canada
$26.2K -$21.8K -100 -46%
HI
277
Hoey Investments
Pennsylvania
$25.1K -$21.8K -100 -45%
WWM
278
Wolff Wiese Magana
California
$24.1K
N
279
Natixis
France
$23.6K +$218 +1 +0.9%
BAAM
280
Baker Avenue Asset Management
California
$22K +$22.9K +105 New
GWSA
281
Global Wealth Strategies & Associates
Colorado
$20.9K +$21.8K +100 New
QPBE
282
Quintet Private Bank (Europe)
Luxembourg
$19.1K +$19.8K +91 New
HFS
283
HBC Financial Services
Washington
$19K -$7.62K -35 -25%
AF
284
Allworth Financial
California
$18.5K -$8.71K -40 -31%
HNB
285
Huntington National Bank
Ohio
$17.8K +$2.18K +10 +13%
LFG
286
Larson Financial Group
Missouri
$17.7K +$218 +1 +1%
ST
287
Sageworth Trust
Pennsylvania
$16.8K +$17.4K +80 New
NSIM
288
North Star Investment Management
Illinois
$16.3K
Simplex Trading
289
Simplex Trading
Illinois
$15K
PA
290
Parallel Advisors
California
$14.5K +$653 +3 +5%
2L
291
25 LLC
Missouri
$13.9K +$16.8K +77 New
CFGS
292
Concourse Financial Group Securities
Alabama
$13.6K -$1.09K -5 -7%
OIA
293
Optimum Investment Advisors
Illinois
$13.6K
FP
294
Financial Perspectives
Minnesota
$13K
HFS
295
Hantz Financial Services
Michigan
$13K +$3.27K +15 +33%
FFA
296
Farther Finance Advisors
California
$12K +$3.7K +17 +43%
VF
297
VitalStone Financial
Texas
$12K +$4.36K +20 +200%
CTA
298
Colonial Trust Advisors
South Carolina
$11.7K
AWM
299
Avior Wealth Management
Nebraska
$11.5K -$2.4K -11 -17%
TCM
300
Tradewinds Capital Management
Washington
$11.4K