We are live on ! Find out more
CHPT icon

ChargePoint

394 hedge funds and large institutions have $1.45B invested in ChargePoint in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 138 increasing their positions, 93 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

48% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 93

41% more call options, than puts

Call options by funds: $353M | Put options by funds: $251M

6% more capital invested

Capital invested by funds: $1.36B → $1.45B (+$85.8M)

0.42% more ownership

Funds ownership: 1.91%2.33% (+0.42%)

6% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 52

2% less funds holding

Funds holding: 400394 (-6)

Holders
394
Holders Change
-6
Holders Change %
-1.5%
% of All Funds
6.19%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
49
Increased
138
Reduced
93
Closed
52
Calls
$353M
Puts
$251M
Net Calls
+$102M
Net Calls Change
-$29.1M
Name Holding Trade Value Shares
Change
Change in
Stake
NECFA
326
New England Capital Financial Advisors
Connecticut
$3.52K -$4.38K -25 -56%
CAS
327
Coppell Advisory Solutions
Texas
$3.48K +$3.51K +20 New
SC
328
SouthState Corp
Florida
$3.43K
SAG
329
Spotlight Asset Group
Illinois
$3.38K +$3.33K +19 New
EWA
330
EverSource Wealth Advisors
Alabama
$3.08K
BFEC
331
Benjamin F. Edwards & Company
Missouri
$3K
CSB
332
City State Bank
Iowa
$3K
HBW
333
Hazlett, Burt & Watson
West Virginia
$3K
VNA
334
Valley National Advisers
Pennsylvania
$3K
KHC
335
Koesten Hirschmann & Crabtree
Kansas
$2.73K
PTC
336
Private Trust Company
Ohio
$2.64K +$2.63K +15 New
TAM
337
Tucker Asset Management
Colorado
$2.27K
CAM
338
Chesapeake Asset Management
New York
$2.2K
FDCC
339
Foster Dykema Cabot & Co
Massachusetts
$2K
BTI
340
Blue Trust Inc
Georgia
$2K +$351 +2 +40%
HWM
341
HighMark Wealth Management
Minnesota
$1.97K
BWP
342
Baldwin Wealth Partners
Massachusetts
$1.76K
MAWCM
343
Mine & Arao Wealth Creation & Management
California
$1.76K
RAM
344
Riggs Asset Management
Pennsylvania
$1.76K
SWA
345
SOA Wealth Advisors
New York
$1.76K +$351 +2 +25%
RMA
346
Roffman Miller Associates
Pennsylvania
$1.76K +$1.75K +10 New
BIA
347
Bell Investment Advisors
California
$1.72K -$701 -4 -29%
SIS
348
Strategic Investment Solutions
Illinois
$1.46K -$2.63K -15 -65%
SN
349
Sittner & Nelson
Oregon
$1.46K
PP
350
Pacifica Partners
Canada
$1.33K

CHPT Hedge Fund Activity: Q2 2023 in Review

394 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ChargePoint (CHPT) for Q2 2023, worth a combined $1.45B — up 6.3% from $1.36B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of CHPT and 49 opened new positions — a net loss of 3 holders — while 93 trimmed existing stakes and 138 added.

The largest buyer was Citigroup, adding an estimated $40.9M. The largest seller was D.E. Shaw & Co, exiting entirely with an estimated $31.9M sold.

  • 394 institutional investors held ChargePoint (CHPT) as of Q2 2023, down from 400 in Q1 2023.
  • Funds reported $1.45B of ChargePoint stock for Q2 2023, up 6.3% quarter-over-quarter.
  • 49 funds opened new ChargePoint positions in Q2 2023 and 52 closed out, a net change of -3 holders.
  • The largest ChargePoint buyer in Q2 2023 was Citigroup, an estimated $40.9M added.
  • The largest ChargePoint seller in Q2 2023 was D.E. Shaw & Co, an estimated $31.9M sold.

Based on aggregated 13F filings for Q2 2023.