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ChargePoint

342 hedge funds and large institutions have $3.37B invested in ChargePoint in 2021 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 123 increasing their positions, 48 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 41

156% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 48

86% more capital invested

Capital invested by funds: $1.81B → $3.37B (+$1.56B)

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

30% more funds holding

Funds holding: 263342 (+79)

1.27% more ownership

Funds ownership: 1.4%2.67% (+1.3%)

8% less call options, than puts

Call options by funds: $132M | Put options by funds: $143M

Holders
342
Holders Change
+79
Holders Change %
+30.04%
% of All Funds
5.26%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
121
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
Change in
Stake
RPCONE
301
Retirement Planning Company of New England
Rhode Island
$3K +$4.43K +10 New
RE
302
RBC Europe
United Kingdom
$2K -$93.5K -211 -98%
ANBT
303
American National Bank & Trust
Texas
$2K
AWM
304
Atticus Wealth Management
Florida
$2K
BFEC
305
Benjamin F. Edwards & Company
Missouri
$2K
BWL
306
Bogart Wealth LLC
Virginia
$2K
HWA
307
HHM Wealth Advisors
Tennessee
$2K
JWM
308
Janiczek Wealth Management
Colorado
$2K
LWANC
309
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K
LWCFA
310
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
IPW
311
IronBridge Private Wealth
Texas
$2K +$1.77K +4 New
AAP
312
Arax Advisory Partners
Colorado
$2K +$2.22K +5 New
AW
313
Avion Wealth
Texas
$2K +$2.22K +5 New
BHWM
314
Beaird Harris Wealth Management
Texas
$2K +$2.22K +5 New
BAM
315
Bellevue Asset Management
Washington
$2K +$2.22K +5 New
BBPWM
316
Blue Bell Private Wealth Management
Pennsylvania
$2K +$2.22K +5 New
CTC
317
Central Trust Company
Missouri
$2K +$2.22K +5 New
GGI
318
Godsey & Gibb Inc
Virginia
$2K +$2.22K +5 New
GWSG
319
GPS Wealth Strategies Group
Colorado
$2K +$2.22K +5 New
HNB
320
Huntington National Bank
Ohio
$2K +$2.22K +5 New
NFSG
321
Newbridge Financial Services Group
Florida
$2K +$2.22K +5 New
SIC
322
SJS Investment Consulting
Ohio
$2K +$2.22K +5 New
PCMC
323
Paragon Capital Management (Colorado)
Colorado
$2K +$2.66K +6 New
PP
324
PFS Partners
New Jersey
$1.91K +$2.22K +5 New
KFS
325
Kelly Financial Services
Massachusetts
$1.63K +$1.33K +3 +300%