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ChargePoint

364 hedge funds and large institutions have $295M invested in ChargePoint in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 109 increasing their positions, 98 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $58.6M | Put options by funds: $22.9M

11% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 98

0.08% more ownership

Funds ownership: 1.77%1.85% (+0.08%)

5% less funds holding

Funds holding: 382364 (-18)

15% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 65

15% less capital invested

Capital invested by funds: $349M → $295M (-$53.9M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
364
Holders Change
-18
Holders Change %
-4.71%
% of All Funds
5.24%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
55
Increased
109
Reduced
98
Closed
65
Calls
$58.6M
Puts
$22.9M
Net Calls
+$35.7M
Net Calls Change
-$43.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
276
FinTrust Capital Advisors
South Carolina
$2.09K
NS
277
NBC Securities
Alabama
$2K
SIC
278
Salem Investment Counselors
North Carolina
$2K
PIS
279
POM Investment Strategies
North Carolina
$1.98K +$2.04K +52 New
CP
280
Castleview Partners
Texas
$1.9K
CWP
281
Concord Wealth Partners
Virginia
$1.9K
JFA
282
JNBA Financial Advisors
Minnesota
$1.9K
W
283
WealthCollab
Washington
$1.9K
FFWM
284
Future Financial Wealth Management
Ohio
$1.9K +$1.96K +50 New
Comerica Bank
285
Comerica Bank
Texas
$1.75K -$5.73K -146 -76%
BLC
286
Brown, Lisle/Cummings
Rhode Island
$1.52K -$10.8K -275 -87%
IGWM
287
ICA Group Wealth Management
Colorado
$1.52K
OLVIG
288
Oliver Lagore Vanvalin Investment Group
Michigan
$1.47K
LWCFA
289
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.23K
ME
290
McIlrath & Eck
Washington
$1.2K
GPFA
291
Game Plan Financial Advisors
Ohio
$1.14K
HGERS
292
Householder Group Estate & Retirement Specialist
Arizona
$1.14K
EAM
293
Eukles Asset Management
Ohio
$1.11K
CFD
294
Creative Financial Designs
Indiana
$1.01K
BWL
295
Bogart Wealth LLC
Virginia
$1.01K
BFEC
296
Benjamin F. Edwards & Company
Missouri
$1K -$8.83K -225 -88%
HFS
297
Hantz Financial Services
Michigan
$1K -$863 -22 -48%
HBW
298
Hazlett, Burt & Watson
West Virginia
$1K -$549 -14 -48%
CSB
299
City State Bank
Iowa
$1K
AW
300
Avion Wealth
Texas
$1K +$588 +15 +300%