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ChargePoint

340 hedge funds and large institutions have $3.36B invested in ChargePoint in 2021 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 123 increasing their positions, 48 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+78
Holders Change %
+29.77%
% of All Funds
5.25%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
120
Increased
123
Reduced
48
Closed
41
Calls
$132M
Puts
$143M
Net Calls
-$11.1M
Net Calls Change
+$47.5M
Name Holding Trade Value Shares
Change
Shares
Change %
LWCFA
301
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
HWA
302
HHM Wealth Advisors
Tennessee
$2K
LWANC
303
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K
ANBT
304
American National Bank & Trust
Texas
$2K
BFEC
305
Benjamin F. Edwards & Company
Missouri
$2K
AWM
306
Atticus Wealth Management
Florida
$2K
JWM
307
Janiczek Wealth Management
Colorado
$2K
BWL
308
Bogart Wealth LLC
Virginia
$2K
IPW
309
IronBridge Private Wealth
Texas
$2K +$2K +4 New
GGI
310
Godsey & Gibb Inc
Virginia
$2K +$2K +5 New
CTC
311
Central Trust Company
Missouri
$2K +$2K +5 New
AAP
312
Arax Advisory Partners
Colorado
$2K +$2K +5 New
GWSG
313
GPS Wealth Strategies Group
Colorado
$2K +$2K +5 New
BAM
314
Bellevue Asset Management
Washington
$2K +$2K +5 New
NFSG
315
Newbridge Financial Services Group
Florida
$2K +$2K +5 New
SIC
316
SJS Investment Consulting
Ohio
$2K +$2K +5 New
BHWM
317
Beaird Harris Wealth Management
Texas
$2K +$2K +5 New
AW
318
Avion Wealth
Texas
$2K +$2K +5 New
HNB
319
Huntington National Bank
Ohio
$2K +$2K +5 New
BBPWM
320
Blue Bell Private Wealth Management
Pennsylvania
$2K +$2K +5 New
PCMC
321
Paragon Capital Management (Colorado)
Colorado
$2K +$2K +6 New
PP
322
PFS Partners
New Jersey
$1.91K +$1.91K +5 New
KFS
323
Kelly Financial Services
Massachusetts
$1.63K +$1.22K +3 +300%
PCH
324
Polar Capital Holdings
United Kingdom
$1.19K +$1.19K +3,116 New
TCA
325
Tortoise Capital Advisors
Kansas
$1K