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ChargePoint
CHPT

394 hedge funds and large institutions have $1.45B invested in ChargePoint in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 138 increasing their positions, 93 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

48% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 93

41% more call options, than puts

Call options by funds: $353M | Put options by funds: $251M

6% more capital invested

Capital invested by funds: $1.36B → $1.45B (+$85.8M)

0.42% more ownership

Funds ownership: 1.91% → 2.33% (+0.42%)

6% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 52

2% less funds holding

Funds holding: 400 → 394 (-6)

Holders
394
Holders Change
-6
Holders Change %
-1.5%
% of All Funds
6.19%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
49
Increased
138
Reduced
93
Closed
52
Calls
$353M
Puts
$251M
Net Calls
+$102M
Net Calls Change
-$29.1M

Top Buyers

1
Citigroup
Citigroup
New York
+$40.9M
2
Coatue Management
Coatue Management
New York
+$36M
3
Goldman Sachs
Goldman Sachs
New York
+$21.3M
4
BlackRock
BlackRock
New York
+$17M
5
Jane Street
Jane Street
New York
+$12.4M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$31.9M
2
Morgan Stanley
Morgan Stanley
New York
-$15.7M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$12.9M
4
AC
Antara Capital
New York
-$8.23M
5
HF
HRT Financial
New York
-$5.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
301
Global Wealth Management Investment Advisory
Florida
$7.03K +$7.01K +40 New
WAS
302
Winch Advisory Services
Wisconsin
$7K – – –
OLVIG
303
Oliver Lagore Vanvalin Investment Group
Michigan
$6.81K +$4.21K +24 +160%
S
304
SignatureFD
Georgia
$5.88K -$96.9K -553 -94%
TFM
305
TFC Financial Management
Massachusetts
$5.57K +$5.61K +32 New
CTA
306
Colonial Trust Advisors
South Carolina
$5.46K -$4.38K -25 -45%
HCP
307
Hexagon Capital Partners
Arkansas
$5.27K – – –
CA
308
Crewe Advisors
Utah
$5.27K +$1.75K +10 +50%
EAM
309
Eukles Asset Management
Ohio
$5.14K +$5.08K +29 New
FWM
310
Focused Wealth Management
New York
$4.83K – – –
IGWM
311
ICA Group Wealth Management
Colorado
$4.83K – – –
FCA
312
FinTrust Capital Advisors
South Carolina
$4.76K – – –
CFD
313
Creative Financial Designs
Indiana
$4.69K – – –
BWL
314
Bogart Wealth LLC
Virginia
$4.67K – – –
RA
315
Rational Advisors
New York
$4.55K – – –
CT
316
Caldwell Trust
Florida
$4.39K -$4.38K -25 -50%
AF
317
Advisornet Financial
Minnesota
$4.39K -$175 -1 -4%
YAL
318
Your Advocates Ltd
Texas
$4.39K – – –
GEA
319
Glen Eagle Advisors
New Jersey
$4.18K – – –
TJHA
320
Thomas J. Herzfeld Advisors
Florida
$3.91K – – –
OC
321
Oakworth Capital
Alabama
$3.89K – – –
CHA
322
Carmichael Hill & Associates
Maryland
$3.89K – – –
GWSG
323
GPS Wealth Strategies Group
Colorado
$3.87K – – –
IRC
324
Investors Research Corp
Georgia
$3.75K – – –
MPWT
325
MassMutual Private Wealth & Trust
Connecticut
$3.66K – – –
11 12
13
14 15

CHPT Hedge Fund Activity: Q2 2023 in Review

394 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ChargePoint (CHPT) for Q2 2023, worth a combined $1.45B — up 6.3% from $1.36B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of CHPT and 49 opened new positions — a net loss of 3 holders — while 93 trimmed existing stakes and 138 added.

The largest buyer was Citigroup, adding an estimated $40.9M. The largest seller was D.E. Shaw & Co, exiting entirely with an estimated $31.9M sold.

  • 394 institutional investors held ChargePoint (CHPT) as of Q2 2023, down from 400 in Q1 2023.
  • Funds reported $1.45B of ChargePoint stock for Q2 2023, up 6.3% quarter-over-quarter.
  • 49 funds opened new ChargePoint positions in Q2 2023 and 52 closed out, a net change of -3 holders.
  • The largest ChargePoint buyer in Q2 2023 was Citigroup, an estimated $40.9M added.
  • The largest ChargePoint seller in Q2 2023 was D.E. Shaw & Co, an estimated $31.9M sold.

Based on aggregated 13F filings for Q2 2023.