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ChargePoint

410 hedge funds and large institutions have $1.47B invested in ChargePoint in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 136 increasing their positions, 100 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 52

74% more call options, than puts

Call options by funds: $330M | Put options by funds: $190M

36% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 100

11% more funds holding

Funds holding: 370410 (+40)

0.16% less ownership

Funds ownership: 2.41%2.25% (-0.16%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

39% less capital invested

Capital invested by funds: $2.41B → $1.47B (-$949M)

Holders
410
Holders Change
+40
Holders Change %
+10.81%
% of All Funds
6.59%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
98
Increased
136
Reduced
100
Closed
52
Calls
$330M
Puts
$190M
Net Calls
+$140M
Net Calls Change
-$63.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HCP
326
Hexagon Capital Partners
Arkansas
$5.72K +$4.86K +20 +200%
IGWM
327
ICA Group Wealth Management
Colorado
$5.24K +$6.8K +28 New
AF
328
Advisornet Financial
Minnesota
$5.1K -$1.46K -6 -18%
BWL
329
Bogart Wealth LLC
Virginia
$5.06K
SBL
330
Sargent Bickham Lagudis
Colorado
$4.96K -$243 -1 -4%
RA
331
Rational Advisors
New York
$4.94K
LWCFA
332
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.81K +$3.65K +15 +150%
Fifth Third Bancorp
333
Fifth Third Bancorp
Ohio
$4.76K
FCA
334
FinTrust Capital Advisors
South Carolina
$4.76K
TFS
335
TrustCore Financial Services
Tennessee
$4.76K
YAL
336
Your Advocates Ltd
Texas
$4.76K
GEA
337
Glen Eagle Advisors
New Jersey
$4.53K +$1.46K +6 +33%
FWM
338
Focused Wealth Management
New York
$4.51K -$972 -4 -14%
TJHA
339
Thomas J. Herzfeld Advisors
Florida
$4.24K
OC
340
Oakworth Capital
Alabama
$4.22K
IRC
341
Investors Research Corp
Georgia
$4.07K
BFEC
342
Benjamin F. Edwards & Company
Missouri
$4K
MPWT
343
MassMutual Private Wealth & Trust
Connecticut
$4K
FIA
344
FNY Investment Advisers
New York
$4K +$6.08K +25 New
AAMA
345
Advanced Asset Management Advisors
Ohio
$3.97K +$5.1K +21 New
SC
346
SouthState Corp
Florida
$3.72K +$4.86K +20 New
CWA
347
Clearview Wealth Advisors
Oregon
$3.69K
EWA
348
EverSource Wealth Advisors
Alabama
$3.34K +$4.37K +18 New
NFSG
349
Newbridge Financial Services Group
Florida
$3.29K -$2.43K -10 -37%
EI
350
Ellevest Inc
New York
$3.24K -$3.65K -15 -47%