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ChargePoint

360 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, 108 increasing their positions, 97 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
-17
Holders Change %
-4.51%
% of All Funds
5.22%
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
108
Reduced
97
Closed
64
Calls
$58.6M
Puts
$22.9M
Net Calls
+$35.7M
Net Calls Change
-$43.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
301
CoreCap Advisors
Michigan
$982 +$982 +26 New
AF
302
Allworth Financial
California
$969 +$335 +9 +53%
YAL
303
Your Advocates Ltd
Texas
$950
GEA
304
Glen Eagle Advisors
New Jersey
$903
Russell Investments Group
305
Russell Investments Group
United Kingdom
$821 +$821 +22 New
WWP
306
WR Wealth Planners
Missouri
$817 +$817 +22 New
NECFA
307
New England Capital Financial Advisors
Connecticut
$760
IRC
308
Investors Research Corp
Georgia
$760
SC
309
SouthState Corp
Florida
$741
OCM
310
Orion Capital Management
California
$737
SAG
311
Spotlight Asset Group
Illinois
$732
SWA
312
SOA Wealth Advisors
New York
$665
HF
313
Halpern Financial
Virginia
$641
KHC
314
Koesten Hirschmann & Crabtree
Kansas
$591
FIM
315
Fernwood Investment Management
Massachusetts
$570 +$570 +15 New
QC
316
Quent Capital
New York
$536
TAM
317
Tucker Asset Management
Colorado
$490
BIA
318
Bell Investment Advisors
California
$485 +$485 +13 New
HWM
319
HighMark Wealth Management
Minnesota
$426
B
320
Birchbrook
Maine
$380
BWP
321
Baldwin Wealth Partners
Massachusetts
$380
RAM
322
Riggs Asset Management
Pennsylvania
$380
MAWCM
323
Mine & Arao Wealth Creation & Management
California
$380
CAM
324
Creekmur Asset Management
Illinois
$380
NB
325
NBT Bank
New York
$371