We are live on ! Find out more
CHPT icon

ChargePoint

333 hedge funds and large institutions have $296M invested in ChargePoint in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 104 increasing their positions, 93 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $116M | Put options by funds: $42.7M

12% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 93

0.45% more ownership

Funds ownership: 1.85%2.3% (+0.45%)

0% more capital invested

Capital invested by funds: $295M → $296M (+$644K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less funds holding

Funds holding: 364333 (-31)

35% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 74

Holders
333
Holders Change
-31
Holders Change %
-8.52%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
48
Increased
104
Reduced
93
Closed
74
Calls
$116M
Puts
$42.7M
Net Calls
+$73.8M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
301
MV Capital Management
Maryland
$302 +$163 +5 +100%
CA
302
Continuum Advisory
Idaho
$299 +$326 +10 New
FDCP
303
Foster Dykema Cabot & Partners
Massachusetts
$294
NB
304
NBT Bank
New York
$294
LFG
305
Larson Financial Group
Missouri
$251 -$1.82K -56 -88%
SN
306
Sittner & Nelson
Oregon
$251
BCWM
307
Bartlett & Co Wealth Management
Ohio
$196
Toronto Dominion Bank
308
Toronto Dominion Bank
Ontario, Canada
$187
CTA
309
Colonial Trust Advisors
South Carolina
$183
AFWM
310
Abich Financial Wealth Management
Virginia
$181
ANBT
311
American National Bank & Trust
Texas
$168
SSB
312
Sandy Spring Bank
Maryland
$167
TF
313
Tompkins Financial
New York
$166
TSMHT
314
Thurston Springer Miller Herd & Titak
Indiana
$166 +$195 +6 New
SAM
315
Smartleaf Asset Management
Massachusetts
$158 +$163 +5 New
AIM
316
Anchor Investment Management
South Carolina
$151
AWM
317
Avior Wealth Management
Nebraska
$151
BHWM
318
Beaird Harris Wealth Management
Texas
$151
DIP
319
DT Investment Partners
Pennsylvania
$151
GWP
320
Gen-Wealth Partners
Michigan
$151
PP
321
PFS Partners
New Jersey
$151
RI
322
Ridgewood Investments
New Jersey
$131 +$130 +4 New
KFS
323
Kelly Financial Services
Massachusetts
$129
HWA
324
HHM Wealth Advisors
Tennessee
$123
SS
325
Sunbelt Securities
Texas
$121

CHPT Hedge Fund Activity: Q2 2024 in Review

333 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ChargePoint (CHPT) for Q2 2024, worth a combined $296M — up 0.22% from $295M a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of CHPT and 48 opened new positions — a net loss of 26 holders — while 93 trimmed existing stakes and 104 added.

The largest buyer was BlackRock, adding an estimated $20.4M. The largest seller was Citigroup, cutting an estimated $11.1M.

  • 333 institutional investors held ChargePoint (CHPT) as of Q2 2024, down from 364 in Q1 2024.
  • Funds reported $296M of ChargePoint stock for Q2 2024, up 0.22% quarter-over-quarter.
  • 48 funds opened new ChargePoint positions in Q2 2024 and 74 closed out, a net change of -26 holders.
  • The largest ChargePoint buyer in Q2 2024 was BlackRock, an estimated $20.4M added.
  • The largest ChargePoint seller in Q2 2024 was Citigroup, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2024.