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ChargePoint

364 hedge funds and large institutions have $2.27B invested in ChargePoint in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 144 increasing their positions, 72 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 72

47% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 47

42% more call options, than puts

Call options by funds: $661M | Put options by funds: $466M

5% more funds holding

Funds holding: 348364 (+16)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% less ownership

Funds ownership: 2.46%2.46% (-0%)

31% less capital invested

Capital invested by funds: $3.28B → $2.27B (-$1.01B)

Holders
364
Holders Change
+16
Holders Change %
+4.6%
% of All Funds
6.13%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
69
Increased
144
Reduced
72
Closed
47
Calls
$661M
Puts
$466M
Net Calls
+$194M
Net Calls Change
+$190M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
301
MassMutual Private Wealth & Trust
Connecticut
$6K
OC
302
Oakworth Capital
Alabama
$6K
IRC
303
Investors Research Corp
Georgia
$6K +$277 +1 +5%
GWSG
304
GPS Wealth Strategies Group
Colorado
$6K +$4.71K +17 +340%
FHA
305
First Horizon Advisors
Tennessee
$6K +$6.37K +23 New
BLC
306
Brown, Lisle/Cummings
Rhode Island
$5.48K
CWA
307
Clearview Wealth Advisors
Oregon
$5K
PFGIA
308
Patriot Financial Group Insurance Agency
Massachusetts
$5K
SC
309
SouthState Corp
Florida
$5K
AWM
310
Avior Wealth Management
Nebraska
$5K +$4.43K +16 +400%
NFSG
311
Newbridge Financial Services Group
Florida
$5K +$4.71K +17 New
PCG
312
Private Capital Group
Connecticut
$4K -$4.16K -15 -52%
DWP
313
Destiny Wealth Partners
Florida
$4K
HBW
314
Hazlett, Burt & Watson
West Virginia
$4K
FF
315
FourThought Financial
Florida
$3K -$1.66K -6 -38%
BWP
316
Baldwin Wealth Partners
Massachusetts
$3K
CIM
317
Contravisory Investment Management
Massachusetts
$3K
HCP
318
Hexagon Capital Partners
Arkansas
$3K
MAWCM
319
Mine & Arao Wealth Creation & Management
California
$3K
RAM
320
Riggs Asset Management
Pennsylvania
$3K
LWCFA
321
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K +$1.39K +5 +100%
CAL
322
Capital Advisors Ltd
Ohio
$3K +$2.22K +8 +200%
BCMIO
323
Beacon Capital Management Inc (Ohio)
Ohio
$3K +$2.77K +10 New
CMP
324
Coston McIsaac & Partners
Maine
$3K +$2.77K +10 New
VNA
325
Valley National Advisers
Pennsylvania
$3K +$2.77K +10 New