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ChargePoint

400 hedge funds and large institutions have $1.36B invested in ChargePoint in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 127 increasing their positions, 102 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $294M | Put options by funds: $163M

25% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 102

2% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 58

0.35% less ownership

Funds ownership: 2.25%1.91% (-0.35%)

2% less funds holding

Funds holding: 410400 (-10)

7% less capital invested

Capital invested by funds: $1.47B → $1.36B (-$104M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
400
Holders Change
-10
Holders Change %
-2.44%
% of All Funds
6.37%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
59
Increased
127
Reduced
102
Closed
58
Calls
$294M
Puts
$163M
Net Calls
+$131M
Net Calls Change
-$8.56M
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
326
FinTrust Capital Advisors
South Carolina
$4.76K
SIS
327
Strategic Investment Solutions
Illinois
$4.71K +$5.01K +23 New
TJHA
328
Thomas J. Herzfeld Advisors
Florida
$4.66K
OC
329
Oakworth Capital
Alabama
$4.64K
CHA
330
Carmichael Hill & Associates
Maryland
$4.63K +$4.79K +22 New
GWSG
331
GPS Wealth Strategies Group
Colorado
$4.61K +$4.79K +22 New
IRC
332
Investors Research Corp
Georgia
$4.47K
MPWT
333
MassMutual Private Wealth & Trust
Connecticut
$4.36K
CA
334
Crewe Advisors
Utah
$4.19K +$2.18K +10 +100%
CWA
335
Clearview Wealth Advisors
Oregon
$4.16K +$218 +1 +5%
SC
336
SouthState Corp
Florida
$4.08K
BFEC
337
Benjamin F. Edwards & Company
Missouri
$4K
EWA
338
EverSource Wealth Advisors
Alabama
$3.67K
KHC
339
Koesten Hirschmann & Crabtree
Kansas
$3.26K
OLVIG
340
Oliver Lagore Vanvalin Investment Group
Michigan
$3.14K +$1.09K +5 +50%
HGERS
341
Householder Group Estate & Retirement Specialist
Arizona
$3K -$8.93K -41 -73%
CSB
342
City State Bank
Iowa
$3K
HBW
343
Hazlett, Burt & Watson
West Virginia
$3K
BIA
344
Bell Investment Advisors
California
$2.88K
TAM
345
Tucker Asset Management
Colorado
$2.7K
CAM
346
Chesapeake Asset Management
New York
$2.62K +$2.83K +13 New
Commonwealth Equity Services
347
Commonwealth Equity Services
Massachusetts
$2.36K -$389K -1,788 -14%
HWM
348
HighMark Wealth Management
Minnesota
$2.35K +$871 +4 +57%
BWP
349
Baldwin Wealth Partners
Massachusetts
$2.09K
MAWCM
350
Mine & Arao Wealth Creation & Management
California
$2.09K

CHPT Hedge Fund Activity: Q1 2023 in Review

400 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ChargePoint (CHPT) for Q1 2023, worth a combined $1.36B — down 7.1% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new CHPT positions and 58 closed out — a net gain of 1 holder — while 127 added to existing stakes and 102 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $36.1M. The largest seller was Citadel Advisors, cutting an estimated $16.7M.

  • 400 institutional investors held ChargePoint (CHPT) as of Q1 2023, down from 410 in Q4 2022.
  • Funds reported $1.36B of ChargePoint stock for Q1 2023, down 7.1% quarter-over-quarter.
  • 59 funds opened new ChargePoint positions in Q1 2023 and 58 closed out, a net change of +1 holder.
  • The largest ChargePoint buyer in Q1 2023 was D.E. Shaw & Co, an estimated $36.1M added.
  • The largest ChargePoint seller in Q1 2023 was Citadel Advisors, an estimated $16.7M sold.

Based on aggregated 13F filings for Q1 2023.