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ChargePoint

394 hedge funds and large institutions have $1.45B invested in ChargePoint in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 138 increasing their positions, 93 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

48% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 93

41% more call options, than puts

Call options by funds: $353M | Put options by funds: $251M

6% more capital invested

Capital invested by funds: $1.36B → $1.45B (+$85.8M)

0.42% more ownership

Funds ownership: 1.91%2.33% (+0.42%)

6% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 52

2% less funds holding

Funds holding: 400394 (-6)

Holders
394
Holders Change
-6
Holders Change %
-1.5%
% of All Funds
6.19%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
49
Increased
138
Reduced
93
Closed
52
Calls
$353M
Puts
$251M
Net Calls
+$102M
Net Calls Change
-$29.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
276
Larson Financial Group
Missouri
$14.9K
FMTCOCP
277
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$14K +$14K +80 New
2L
278
25 LLC
Missouri
$13.6K
CAM
279
Close Asset Management
United Kingdom
$13K -$362K -2,065 -96%
Simplex Trading
280
Simplex Trading
Illinois
$13K
C
281
Covestor
United Kingdom
$12K +$5.08K +29 +78%
WAM
282
Worth Asset Management
Texas
$11.6K -$11.7K -67 -50%
AWM
283
Atticus Wealth Management
Florida
$11.6K -$12.1K -69 -51%
Nisa Investment Advisors
284
Nisa Investment Advisors
Missouri
$11.4K +$11.4K +65 New
CIA
285
Cape Investment Advisory
Georgia
$11.3K +$4.73K +27 +71%
PA
286
Parallel Advisors
California
$11.1K -$1.05K -6 -9%
FP
287
Financial Perspectives
Minnesota
$10.9K
TCM
288
Tradewinds Capital Management
Washington
$9.55K
AWM
289
Avior Wealth Management
Nebraska
$9.45K -$175 -1 -2%
SIC
290
Salem Investment Counselors
North Carolina
$9.23K
CFGS
291
Concourse Financial Group Securities
Alabama
$8.79K -$2.63K -15 -23%
CP
292
Castleview Partners
Texas
$8.79K
CWP
293
Concord Wealth Partners
Virginia
$8.79K
JFA
294
JNBA Financial Advisors
Minnesota
$8.79K
MFC
295
Mechanics Financial Corp
Ohio
$8.79K
CWAF
296
Core Wealth Advisors (Florida)
Florida
$8.79K +$8.77K +50 New
HFS
297
Hantz Financial Services
Michigan
$8K -$3.15K -18 -30%
LWCFA
298
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.96K
OIA
299
Optimum Investment Advisors
Illinois
$7.03K -$4.38K -25 -38%
BLC
300
Brown, Lisle/Cummings
Rhode Island
$7.03K

CHPT Hedge Fund Activity: Q2 2023 in Review

394 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ChargePoint (CHPT) for Q2 2023, worth a combined $1.45B — up 6.3% from $1.36B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of CHPT and 49 opened new positions — a net loss of 3 holders — while 93 trimmed existing stakes and 138 added.

The largest buyer was Citigroup, adding an estimated $40.9M. The largest seller was D.E. Shaw & Co, exiting entirely with an estimated $31.9M sold.

  • 394 institutional investors held ChargePoint (CHPT) as of Q2 2023, down from 400 in Q1 2023.
  • Funds reported $1.45B of ChargePoint stock for Q2 2023, up 6.3% quarter-over-quarter.
  • 49 funds opened new ChargePoint positions in Q2 2023 and 52 closed out, a net change of -3 holders.
  • The largest ChargePoint buyer in Q2 2023 was Citigroup, an estimated $40.9M added.
  • The largest ChargePoint seller in Q2 2023 was D.E. Shaw & Co, an estimated $31.9M sold.

Based on aggregated 13F filings for Q2 2023.