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ChargePoint
CHPT

382 hedge funds and large institutions have $349M invested in ChargePoint in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 99 increasing their positions, 113 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $130M | Put options by funds: $50.3M

14% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 72

1% more funds holding

Funds holding: 380 → 382 (+2)

0.43% less ownership

Funds ownership: 2.2% → 1.77% (-0.43%)

12% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 113

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

56% less capital invested

Capital invested by funds: $787M → $349M (-$438M)

Holders
382
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
5.57%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
82
Increased
99
Reduced
113
Closed
72
Calls
$130M
Puts
$50.3M
Net Calls
+$79.6M
Net Calls Change
+$167M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
+$15.6M
2
Morgan Stanley
Morgan Stanley
New York
+$15.5M
3
Nomura Holdings
Nomura Holdings
Japan
+$13.3M
4
Jane Street
Jane Street
New York
+$6.7M
5
Invesco
Invesco
Georgia
+$4.73M

Top Sellers

1
Coatue Management
Coatue Management
New York
-$24.2M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$16.1M
3
Amundi
Amundi
France
-$9.07M
4
Citigroup
Citigroup
New York
-$8.43M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$5.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
OLVIG
301
Oliver Lagore Vanvalin Investment Group
Michigan
$1.81K – – –
LFA
302
Level Financial Advisors
New York
$1.75K – – –
LWCFA
303
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.72K – – –
AF
304
Advisornet Financial
Minnesota
$1.68K +$615 +11 +44%
JPWM
305
Jamison Private Wealth Management
Georgia
$1.6K – – –
AWM
306
Atticus Wealth Management
Florida
$1.54K – – –
ME
307
McIlrath & Eck
Washington
$1.48K – – –
GPFA
308
Game Plan Financial Advisors
Ohio
$1.4K +$1.68K +30 New
EAM
309
Eukles Asset Management
Ohio
$1.37K – – –
RTL
310
Red Tortoise LLC
Georgia
$1.32K +$1.57K +28 New
FWM
311
Focused Wealth Management
New York
$1.29K – – –
CFD
312
Creative Financial Designs
Indiana
$1.25K – – –
BWL
313
Bogart Wealth LLC
Virginia
$1.24K -$1.57K -28 -51%
CT
314
Caldwell Trust
Florida
$1.17K – – –
YAL
315
Your Advocates Ltd
Texas
$1.17K – – –
LPP
316
Life Planning Partners
Florida
$1.14K +$1.34K +24 New
VCM
317
Versant Capital Management
Arizona
$1.13K +$1.12K +20 +500%
GEA
318
Glen Eagle Advisors
New Jersey
$1.11K – – –
TJHA
319
Thomas J. Herzfeld Advisors
Florida
$1.04K – – –
OC
320
Oakworth Capital
Alabama
$1.04K – – –
CSB
321
City State Bank
Iowa
$1K – – –
HGERS
322
Householder Group Estate & Retirement Specialist
Arizona
$1K – – –
IRC
323
Investors Research Corp
Georgia
$936 -$56 -1 -5%
NECFA
324
New England Capital Financial Advisors
Connecticut
$936 – – –
CAS
325
Coppell Advisory Solutions
Texas
$936 +$1.12K +20 New
11 12
13
14 15

CHPT Hedge Fund Activity: Q4 2023 in Review

382 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ChargePoint (CHPT) for Q4 2023, worth a combined $349M — down 56% from $787M a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new CHPT positions and 72 closed out — a net gain of 10 holders — while 99 added to existing stakes and 113 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $15.6M. The largest seller was Coatue Management, exiting entirely with an estimated $24.2M sold.

  • 382 institutional investors held ChargePoint (CHPT) as of Q4 2023, up from 380 in Q3 2023.
  • Funds reported $349M of ChargePoint stock for Q4 2023, down 56% quarter-over-quarter.
  • 82 funds opened new ChargePoint positions in Q4 2023 and 72 closed out, a net change of +10 holders.
  • The largest ChargePoint buyer in Q4 2023 was Two Sigma Investments, an estimated $15.6M added.
  • The largest ChargePoint seller in Q4 2023 was Coatue Management, an estimated $24.2M sold.

Based on aggregated 13F filings for Q4 2023.