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ChargePoint

400 hedge funds and large institutions have $1.36B invested in ChargePoint in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 127 increasing their positions, 102 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $294M | Put options by funds: $163M

25% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 102

2% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 58

0.35% less ownership

Funds ownership: 2.25%1.91% (-0.35%)

2% less funds holding

Funds holding: 410400 (-10)

7% less capital invested

Capital invested by funds: $1.47B → $1.36B (-$104M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
400
Holders Change
-10
Holders Change %
-2.44%
% of All Funds
6.37%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
59
Increased
127
Reduced
102
Closed
58
Calls
$294M
Puts
$163M
Net Calls
+$131M
Net Calls Change
-$8.56M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
301
Salem Investment Counselors
North Carolina
$11K
CT
302
Caldwell Trust
Florida
$10.5K -$653 -3 -6%
CP
303
Castleview Partners
Texas
$10.5K
CWP
304
Concord Wealth Partners
Virginia
$10.5K
JFA
305
JNBA Financial Advisors
Minnesota
$10.5K
MFC
306
Mechanics Financial Corp
Ohio
$10.5K
TWD
307
True Wealth Design
Ohio
$9.95K -$10.9K -50 -51%
GWM
308
Geneos Wealth Management
Colorado
$9.52K -$97.6K -448 -91%
LWCFA
309
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9.47K +$4.36K +20 +80%
NECFA
310
New England Capital Financial Advisors
Connecticut
$9.42K
WAS
311
Winch Advisory Services
Wisconsin
$9K
BLC
312
Brown, Lisle/Cummings
Rhode Island
$8.38K
CIA
313
Cape Investment Advisory
Georgia
$8.05K +$8.28K +38 New
C
314
Covestor
United Kingdom
$8K +$653 +3 +9%
QL
315
Quarry LP
New York
$6.82K -$33.5K -154 -82%
NFSG
316
Newbridge Financial Services Group
Florida
$6.75K +$3.27K +15 +88%
HCP
317
Hexagon Capital Partners
Arkansas
$6.28K
IGWM
318
ICA Group Wealth Management
Colorado
$5.76K
FWM
319
Focused Wealth Management
New York
$5.76K +$871 +4 +17%
CFD
320
Creative Financial Designs
Indiana
$5.59K -$10.9K -50 -65%
BWL
321
Bogart Wealth LLC
Virginia
$5.56K
RA
322
Rational Advisors
New York
$5.42K
AF
323
Advisornet Financial
Minnesota
$5.39K -$218 -1 -4%
YAL
324
Your Advocates Ltd
Texas
$5.24K
GEA
325
Glen Eagle Advisors
New Jersey
$4.97K