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ChargePoint

380 hedge funds and large institutions have $787M invested in ChargePoint in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 138 increasing their positions, 90 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 90

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

0.13% less ownership

Funds ownership: 2.33%2.2% (-0.13%)

4% less funds holding

Funds holding: 394380 (-14)

22% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 55

36% less call options, than puts

Call options by funds: $157M | Put options by funds: $244M

46% less capital invested

Capital invested by funds: $1.45B → $787M (-$660M)

Holders
380
Holders Change
-14
Holders Change %
-3.55%
% of All Funds
6.03%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
43
Increased
138
Reduced
90
Closed
55
Calls
$157M
Puts
$244M
Net Calls
-$87.6M
Net Calls Change
-$190M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
326
MassMutual Private Wealth & Trust
Connecticut
$1.6K -$725 -5 -24%
KHC
327
Koesten Hirschmann & Crabtree
Kansas
$1.55K
BI
328
Bramshill Investments
Florida
$1.49K +$2.18K +15 New
TAM
329
Tucker Asset Management
Colorado
$1.28K
CAM
330
Chesapeake Asset Management
New York
$1.24K
HWM
331
HighMark Wealth Management
Minnesota
$1.11K
UB
332
UMB Bank
Missouri
$1.01K +$1.45K +10 New
VNA
333
Valley National Advisers
Pennsylvania
$1K -$435 -3 -23%
CMP
334
Coston McIsaac & Partners
Maine
$1K
FDCC
335
Foster Dykema Cabot & Co
Massachusetts
$1K
TFGT
336
TS Financial Group (TSFG)
Illinois
$1K
BWP
337
Baldwin Wealth Partners
Massachusetts
$994
MAWCM
338
Mine & Arao Wealth Creation & Management
California
$994
RAM
339
Riggs Asset Management
Pennsylvania
$994
SWA
340
SOA Wealth Advisors
New York
$994
BIA
341
Bell Investment Advisors
California
$970
SN
342
Sittner & Nelson
Oregon
$825
AIC
343
Archer Investment Corporation
Indiana
$746
PFBT
344
Parkside Financial Bank & Trust
Missouri
$726 +$1.01K +7 New
GRP
345
Global Retirement Partners
California
$682 +$145 +1 +14%
PP
346
Pacifica Partners
Canada
$624
Legacy Financial Group (Iowa)
347
Legacy Financial Group (Iowa)
Iowa
$601 +$870 +6 New
CWM
348
CarsonAllaria Wealth Management
Illinois
$572
ANBT
349
American National Bank & Trust
Texas
$552
BWM
350
Baystate Wealth Management
Massachusetts
$547