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ChargePoint

364 hedge funds and large institutions have $295M invested in ChargePoint in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 109 increasing their positions, 98 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $58.6M | Put options by funds: $22.9M

11% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 98

0.08% more ownership

Funds ownership: 1.77%1.85% (+0.08%)

5% less funds holding

Funds holding: 382364 (-18)

15% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 65

15% less capital invested

Capital invested by funds: $349M → $295M (-$53.9M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
364
Holders Change
-18
Holders Change %
-4.71%
% of All Funds
5.24%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
55
Increased
109
Reduced
98
Closed
65
Calls
$58.6M
Puts
$22.9M
Net Calls
+$35.7M
Net Calls Change
-$43.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
301
Valley National Advisers
Pennsylvania
$1K +$1.37K +35 New
AF
302
Advisornet Financial
Minnesota
$984 -$392 -10 -28%
CA
303
CoreCap Advisors
Michigan
$982 +$1.02K +26 New
AF
304
Allworth Financial
California
$969 +$353 +9 +53%
CT
305
Caldwell Trust
Florida
$950
YAL
306
Your Advocates Ltd
Texas
$950
GEA
307
Glen Eagle Advisors
New Jersey
$903
Russell Investments Group
308
Russell Investments Group
United Kingdom
$821 +$863 +22 New
WWP
309
WR Wealth Planners
Missouri
$817 +$863 +22 New
IRC
310
Investors Research Corp
Georgia
$760
NECFA
311
New England Capital Financial Advisors
Connecticut
$760
SC
312
SouthState Corp
Florida
$741
OCM
313
Orion Capital Management
California
$737
SAG
314
Spotlight Asset Group
Illinois
$732
SWA
315
SOA Wealth Advisors
New York
$665
HF
316
Halpern Financial
Virginia
$641
KHC
317
Koesten Hirschmann & Crabtree
Kansas
$591
FIM
318
Fernwood Investment Management
Massachusetts
$570 +$588 +15 New
QC
319
Quent Capital
New York
$536
TAM
320
Tucker Asset Management
Colorado
$490
BIA
321
Bell Investment Advisors
California
$485 +$510 +13 New
CAM
322
Chesapeake Asset Management
New York
$475
HWM
323
HighMark Wealth Management
Minnesota
$426
BWP
324
Baldwin Wealth Partners
Massachusetts
$380
B
325
Birchbrook
Maine
$380