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ChargePoint
CHPT

382 hedge funds and large institutions have $349M invested in ChargePoint in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 99 increasing their positions, 113 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $130M | Put options by funds: $50.3M

14% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 72

1% more funds holding

Funds holding: 380 → 382 (+2)

0.43% less ownership

Funds ownership: 2.2% → 1.77% (-0.43%)

12% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 113

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

56% less capital invested

Capital invested by funds: $787M → $349M (-$438M)

Holders
382
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
5.57%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
82
Increased
99
Reduced
113
Closed
72
Calls
$130M
Puts
$50.3M
Net Calls
+$79.6M
Net Calls Change
+$167M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
+$15.6M
2
Morgan Stanley
Morgan Stanley
New York
+$15.5M
3
Nomura Holdings
Nomura Holdings
Japan
+$13.3M
4
Jane Street
Jane Street
New York
+$6.7M
5
Invesco
Invesco
Georgia
+$4.73M

Top Sellers

1
Coatue Management
Coatue Management
New York
-$24.2M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$16.1M
3
Amundi
Amundi
France
-$9.07M
4
Citigroup
Citigroup
New York
-$8.43M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$5.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
276
Glassman Wealth Services
Virginia
$4.01K -$336 -6 -7%
FMTCOCP
277
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K – – –
QPBE
278
Quintet Private Bank (Europe)
Luxembourg
$3.31K – – –
HI
279
Hoey Investments
Pennsylvania
$3.28K -$2.8K -50 -42%
QCG
280
Quadrant Capital Group
Ohio
$3.22K +$2.35K +42 +156%
GWM
281
Geneos Wealth Management
Colorado
$3.2K -$70.4K -1,258 -95%
Mitsubishi UFJ Asset Management
282
Mitsubishi UFJ Asset Management
Japan
$3.14K +$4.25K +76 New
CAM
283
Close Asset Management
United Kingdom
$3K – – –
FP
284
Financial Perspectives
Minnesota
$2.91K – – –
PMFA
285
Plante Moran Financial Advisors
Michigan
$2.67K – – –
FCA
286
FinTrust Capital Advisors
South Carolina
$2.57K -$1.4K -25 -31%
SIC
287
Salem Investment Counselors
North Carolina
$2.46K – – –
CP
288
Castleview Partners
Texas
$2.34K – – –
CWP
289
Concord Wealth Partners
Virginia
$2.34K – – –
CFGS
290
Concourse Financial Group Securities
Alabama
$2.34K – – –
JFA
291
JNBA Financial Advisors
Minnesota
$2.34K – – –
LA
292
LM Advisors
California
$2.34K +$2.8K +50 New
W
293
WealthCollab
Washington
$2.34K +$2.8K +50 New
NS
294
NBC Securities
Alabama
$2K -$1.18K -21 -27%
HFS
295
Hantz Financial Services
Michigan
$2K – – –
HBW
296
Hazlett, Burt & Watson
West Virginia
$2K – – –
BTI
297
Blue Trust Inc
Georgia
$2K +$224 +4 +25%
SAG
298
Spotlight Asset Group
Illinois
$1.91K – – –
GWMIA
299
Global Wealth Management Investment Advisory
Florida
$1.87K – – –
IGWM
300
ICA Group Wealth Management
Colorado
$1.87K +$2.24K +40 New
10 11
12
13 14

CHPT Hedge Fund Activity: Q4 2023 in Review

382 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ChargePoint (CHPT) for Q4 2023, worth a combined $349M — down 56% from $787M a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new CHPT positions and 72 closed out — a net gain of 10 holders — while 99 added to existing stakes and 113 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $15.6M. The largest seller was Coatue Management, exiting entirely with an estimated $24.2M sold.

  • 382 institutional investors held ChargePoint (CHPT) as of Q4 2023, up from 380 in Q3 2023.
  • Funds reported $349M of ChargePoint stock for Q4 2023, down 56% quarter-over-quarter.
  • 82 funds opened new ChargePoint positions in Q4 2023 and 72 closed out, a net change of +10 holders.
  • The largest ChargePoint buyer in Q4 2023 was Two Sigma Investments, an estimated $15.6M added.
  • The largest ChargePoint seller in Q4 2023 was Coatue Management, an estimated $24.2M sold.

Based on aggregated 13F filings for Q4 2023.