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ChargePoint

380 hedge funds and large institutions have $787M invested in ChargePoint in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 138 increasing their positions, 90 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 90

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

0.13% less ownership

Funds ownership: 2.33%2.2% (-0.13%)

4% less funds holding

Funds holding: 394380 (-14)

22% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 55

36% less call options, than puts

Call options by funds: $157M | Put options by funds: $244M

46% less capital invested

Capital invested by funds: $1.45B → $787M (-$660M)

Holders
380
Holders Change
-14
Holders Change %
-3.55%
% of All Funds
6.03%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
43
Increased
138
Reduced
90
Closed
55
Calls
$157M
Puts
$244M
Net Calls
-$87.6M
Net Calls Change
-$190M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
276
Plante Moran Financial Advisors
Michigan
$5.68K -$19.3K -133 -70%
JFG
277
Jefferies Financial Group
New York
$5.62K +$8.27K +57 New
BWL
278
Bogart Wealth LLC
Virginia
$5.5K +$4.06K +28 +104%
AWM
279
Avior Wealth Management
Nebraska
$5.41K
TCM
280
Tradewinds Capital Management
Washington
$5.4K
SIC
281
Salem Investment Counselors
North Carolina
$5.22K
HFS
282
Hantz Financial Services
Michigan
$5K +$435 +3 +7%
CP
283
Castleview Partners
Texas
$4.97K
CWP
284
Concord Wealth Partners
Virginia
$4.97K
CFGS
285
Concourse Financial Group Securities
Alabama
$4.97K
CWAF
286
Core Wealth Advisors (Florida)
Florida
$4.97K
JFA
287
JNBA Financial Advisors
Minnesota
$4.97K
MFC
288
Mechanics Financial Corp
Ohio
$4.97K
RA
289
Rational Advisors
New York
$4.55K
BLC
290
Brown, Lisle/Cummings
Rhode Island
$3.98K
GWMIA
291
Global Wealth Management Investment Advisory
Florida
$3.98K
OIA
292
Optimum Investment Advisors
Illinois
$3.98K
OLVIG
293
Oliver Lagore Vanvalin Investment Group
Michigan
$3.85K
LFA
294
Level Financial Advisors
New York
$3.73K +$5.51K +38 New
AF
295
Allworth Financial
California
$3.69K -$10.9K -75 -67%
JPWM
296
Jamison Private Wealth Management
Georgia
$3.4K +$4.93K +34 New
AWM
297
Atticus Wealth Management
Florida
$3.28K -$4.79K -33 -50%
TFM
298
TFC Financial Management
Massachusetts
$3.15K
ME
299
McIlrath & Eck
Washington
$3.14K -$24.9K -172 -84%
BTI
300
Blue Trust Inc
Georgia
$3K +$1.3K +9 +129%