We are live on ! Find out more
CHPT icon

ChargePoint

370 hedge funds and large institutions have $2.41B invested in ChargePoint in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 155 increasing their positions, 63 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 63

90% more call options, than puts

Call options by funds: $429M | Put options by funds: $225M

26% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 47

6% more capital invested

Capital invested by funds: $2.27B → $2.41B (+$147M)

2% more funds holding

Funds holding: 364370 (+6)

0.05% less ownership

Funds ownership: 2.46%2.41% (-0.05%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
370
Holders Change
+6
Holders Change %
+1.65%
% of All Funds
6.37%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
59
Increased
155
Reduced
63
Closed
47
Calls
$429M
Puts
$225M
Net Calls
+$204M
Net Calls Change
+$9.46M
Name Holding Trade Value Shares
Change
Change in
Stake
HGERS
326
Householder Group Estate & Retirement Specialist
Arizona
$4K +$4.55K +15 New
BWP
327
Baldwin Wealth Partners
Massachusetts
$3K
CAL
328
Capital Advisors Ltd
Ohio
$3K
CIM
329
Contravisory Investment Management
Massachusetts
$3K
CMP
330
Coston McIsaac & Partners
Maine
$3K
CFO
331
CVA Family Office
Colorado
$3K
FF
332
FourThought Financial
Florida
$3K
HCP
333
Hexagon Capital Partners
Arkansas
$3K
LWCFA
334
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K
MAWCM
335
Mine & Arao Wealth Creation & Management
California
$3K
RAM
336
Riggs Asset Management
Pennsylvania
$3K
AWM
337
Abound Wealth Management
Tennessee
$2.95K +$3.04K +10 New
Bank of Montreal
338
Bank of Montreal
Ontario, Canada
$2.6K +$78.9K +260 +3%
ANBT
339
American National Bank & Trust
Texas
$2K
BC
340
Burleson & Co
California
$2K
CTC
341
Central Trust Company
Missouri
$2K
HI
342
Hudock Inc
Pennsylvania
$2K
JWA
343
JFS Wealth Advisors
Pennsylvania
$2K
NSIM
344
North Star Investment Management
Illinois
$2K
PP
345
Pacifica Partners
Canada
$2K
SN
346
Sittner & Nelson
Oregon
$2K
SCA
347
Stonebridge Capital Advisors
Minnesota
$2K
BAM
348
Bellevue Asset Management
Washington
$2K +$910 +3 +60%
CWM
349
CarsonAllaria Wealth Management
Illinois
$2K +$910 +3 +100%
SSB
350
Sandy Spring Bank
Maryland
$2K +$1.52K +5 New