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ChargePoint

410 hedge funds and large institutions have $1.47B invested in ChargePoint in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 136 increasing their positions, 100 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 52

74% more call options, than puts

Call options by funds: $330M | Put options by funds: $190M

36% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 100

11% more funds holding

Funds holding: 370410 (+40)

0.16% less ownership

Funds ownership: 2.41%2.25% (-0.16%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

39% less capital invested

Capital invested by funds: $2.41B → $1.47B (-$949M)

Holders
410
Holders Change
+40
Holders Change %
+10.81%
% of All Funds
6.59%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
98
Increased
136
Reduced
100
Closed
52
Calls
$330M
Puts
$190M
Net Calls
+$140M
Net Calls Change
-$63.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
301
Optimum Investment Advisors
Illinois
$12.4K
HCM
302
Hollencrest Capital Management
California
$12.3K +$15.8K +65 New
PTC
303
Private Trust Company
Ohio
$12K +$15.1K +62 New
FP
304
Financial Perspectives
Minnesota
$11.9K
Northwestern Mutual Wealth Management
305
Northwestern Mutual Wealth Management
Wisconsin
$10.9K -$17K -70 -55%
CTA
306
Colonial Trust Advisors
South Carolina
$10.7K +$13.6K +56 New
EE
307
EWG Elevate
California
$10.5K +$13.4K +55 New
TCM
308
Tradewinds Capital Management
Washington
$10.4K
CT
309
Caldwell Trust
Florida
$10K
SIC
310
Salem Investment Counselors
North Carolina
$10K -$3.65K -15 -22%
MFC
311
Mechanics Financial Corp
Ohio
$10K
HGERS
312
Householder Group Estate & Retirement Specialist
Arizona
$10K +$9.96K +41 +273%
NECFA
313
New England Capital Financial Advisors
Connecticut
$9.98K +$10.9K +45 New
CP
314
Castleview Partners
Texas
$9.53K
JFA
315
JNBA Financial Advisors
Minnesota
$9.53K
SC
316
Stephens Consulting
Michigan
$9.53K
CWP
317
Concord Wealth Partners
Virginia
$9.53K +$12.2K +50 New
HFS
318
Hantz Financial Services
Michigan
$9K +$729 +3 +7%
WAS
319
Winch Advisory Services
Wisconsin
$8K
BLC
320
Brown, Lisle/Cummings
Rhode Island
$7.62K +$4.86K +20 +100%
FFA
321
Farther Finance Advisors
California
$7.59K +$9.72K +40 New
Belvedere Trading
322
Belvedere Trading
Illinois
$6.47K +$8.26K +34 New
GRP
323
Global Retirement Partners
California
$6.32K +$729 +3 +10%
SWA
324
SOA Wealth Advisors
New York
$6K -$729 -3 -9%
C
325
Covestor
United Kingdom
$6K +$729 +3 +10%