We are live on ! Find out more
CHPT icon

ChargePoint
CHPT

317 hedge funds and large institutions have $233M invested in ChargePoint in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 68 increasing their positions, 111 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more call options, than puts

Call options by funds: $63.9M | Put options by funds: $25.3M

0.33% less ownership

Funds ownership: 2.3% → 1.97% (-0.33%)

5% less funds holding

Funds holding: 333 → 317 (-16)

21% less capital invested

Capital invested by funds: $296M → $233M (-$62.3M)

27% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 44

39% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 111

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
317
Holders Change
-16
Holders Change %
-4.8%
% of All Funds
4.55%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
32
Increased
68
Reduced
111
Closed
44
Calls
$63.9M
Puts
$25.3M
Net Calls
+$38.6M
Net Calls Change
-$35.2M

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$2.93M
2
Goldman Sachs
Goldman Sachs
New York
+$1.61M
3
BlackRock
BlackRock
New York
+$1.44M
4
SAM
Soviero Asset Management
New York
+$1.22M
5
ECM
ExodusPoint Capital Management
New York
+$993K

Top Sellers

Rank Fund Capital Flow
1
AC
Antara Capital
New York
-$29.4M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$11.1M
3
First Trust Advisors
First Trust Advisors
Illinois
-$4.5M
4
Citigroup
Citigroup
New York
-$3.09M
5
Morgan Stanley
Morgan Stanley
New York
-$2.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
276
CIBC Private Wealth Group
Georgia
$458 -$39.8K -1,144 -99%
MSG
277
Main Street Group
Virginia
$436 – – –
KHC
278
Koesten Hirschmann & Crabtree
Kansas
$427 – – –
CSB
279
City State Bank
Iowa
$425 – – –
AAP
280
Arax Advisory Partners
Colorado
$375 – – –
GEA
281
Glen Eagle Advisors
New Jersey
$356 -$382 -11 -46%
CAM
282
Chesapeake Asset Management
New York
$342 – – –
GWSG
283
GPS Wealth Strategies Group
Colorado
$312 -$174 -5 -31%
HWM
284
HighMark Wealth Management
Minnesota
$307 – – –
CPG
285
Cornerstone Planning Group
New Jersey
$288 – – –
CAM
286
Creekmur Asset Management
Illinois
$274 – – –
RAM
287
Riggs Asset Management
Pennsylvania
$274 – – –
FDCP
288
Foster Dykema Cabot & Partners
Massachusetts
$267 – – –
NB
289
NBT Bank
New York
$267 – – –
GRP
290
Global Retirement Partners
California
$262 -$139 -4 -29%
LFG
291
Larson Financial Group
Missouri
$227 – – –
SN
292
Sittner & Nelson
Oregon
$227 – – –
CA
293
Continuum Advisory
Idaho
$222 – – –
AAG
294
Armstrong Advisory Group
Massachusetts
$180 -$1.36K -39 -85%
BCWM
295
Bartlett & Co Wealth Management
Ohio
$178 – – –
CTA
296
Colonial Trust Advisors
South Carolina
$166 – – –
ANBT
297
American National Bank & Trust
Texas
$152 – – –
SSB
298
Sandy Spring Bank
Maryland
$151 – – –
TF
299
Tompkins Financial
New York
$151 – – –
TSMHT
300
Thurston Springer Miller Herd & Titak
Indiana
$150 – – –
10 11
12
13 14

CHPT Hedge Fund Activity: Q3 2024 in Review

317 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ChargePoint (CHPT) for Q3 2024, worth a combined $233M — down 21% from $296M a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of CHPT and 32 opened new positions — a net loss of 12 holders — while 111 trimmed existing stakes and 68 added.

The largest buyer was Northern Trust, adding an estimated $2.93M. The largest seller was Antara Capital, exiting entirely with an estimated $29.4M sold.

  • 317 institutional investors held ChargePoint (CHPT) as of Q3 2024, down from 333 in Q2 2024.
  • Funds reported $233M of ChargePoint stock for Q3 2024, down 21% quarter-over-quarter.
  • 32 funds opened new ChargePoint positions in Q3 2024 and 44 closed out, a net change of -12 holders.
  • The largest ChargePoint buyer in Q3 2024 was Northern Trust, an estimated $2.93M added.
  • The largest ChargePoint seller in Q3 2024 was Antara Capital, an estimated $29.4M sold.

Based on aggregated 13F filings for Q3 2024.