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ChargePoint

380 hedge funds and large institutions have $787M invested in ChargePoint in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 138 increasing their positions, 90 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 90

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

0.13% less ownership

Funds ownership: 2.33%2.2% (-0.13%)

4% less funds holding

Funds holding: 394380 (-14)

22% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 55

36% less call options, than puts

Call options by funds: $157M | Put options by funds: $244M

46% less capital invested

Capital invested by funds: $1.45B → $787M (-$660M)

Holders
380
Holders Change
-14
Holders Change %
-3.55%
% of All Funds
6.03%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
43
Increased
138
Reduced
90
Closed
55
Calls
$157M
Puts
$244M
Net Calls
-$87.6M
Net Calls Change
-$190M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
301
Capital Advisors Ltd
Ohio
$3K +$4.5K +31 New
CA
302
Crewe Advisors
Utah
$2.98K
CCA
303
Column Capital Advisors
Indiana
$2.98K +$4.35K +30 New
HGERS
304
Householder Group Estate & Retirement Specialist
Arizona
$2.98K +$4.35K +30 New
EAM
305
Eukles Asset Management
Ohio
$2.91K
FWM
306
Focused Wealth Management
New York
$2.73K
QCG
307
Quadrant Capital Group
Ohio
$2.67K +$3.19K +22 +440%
CFD
308
Creative Financial Designs
Indiana
$2.65K
LWCFA
309
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.62K
AF
310
Advisornet Financial
Minnesota
$2.48K
CT
311
Caldwell Trust
Florida
$2.48K
YAL
312
Your Advocates Ltd
Texas
$2.48K
GEA
313
Glen Eagle Advisors
New Jersey
$2.36K
TJHA
314
Thomas J. Herzfeld Advisors
Florida
$2.21K
OC
315
Oakworth Capital
Alabama
$2.2K
GWSG
316
GPS Wealth Strategies Group
Colorado
$2.19K
IRC
317
Investors Research Corp
Georgia
$2.12K
BFEC
318
Benjamin F. Edwards & Company
Missouri
$2K
CSB
319
City State Bank
Iowa
$2K
HBW
320
Hazlett, Burt & Watson
West Virginia
$2K +$2.03K +14 +93%
NECFA
321
New England Capital Financial Advisors
Connecticut
$1.99K
SC
322
SouthState Corp
Florida
$1.94K
SAG
323
Spotlight Asset Group
Illinois
$1.91K
CTA
324
Colonial Trust Advisors
South Carolina
$1.84K -$1.74K -12 -39%
EWA
325
EverSource Wealth Advisors
Alabama
$1.74K