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ChargePoint

364 hedge funds and large institutions have $295M invested in ChargePoint in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 109 increasing their positions, 98 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $58.6M | Put options by funds: $22.9M

11% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 98

0.08% more ownership

Funds ownership: 1.77%1.85% (+0.08%)

5% less funds holding

Funds holding: 382364 (-18)

15% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 65

15% less capital invested

Capital invested by funds: $349M → $295M (-$53.9M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
364
Holders Change
-18
Holders Change %
-4.71%
% of All Funds
5.24%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
55
Increased
109
Reduced
98
Closed
65
Calls
$58.6M
Puts
$22.9M
Net Calls
+$35.7M
Net Calls Change
-$43.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
326
Creekmur Asset Management
Illinois
$380
MAWCM
327
Mine & Arao Wealth Creation & Management
California
$380
RAM
328
Riggs Asset Management
Pennsylvania
$380
FDCP
329
Foster Dykema Cabot & Partners
Massachusetts
$371
NB
330
NBT Bank
New York
$371
SN
331
Sittner & Nelson
Oregon
$315
CTC
332
Central Trust Company
Missouri
$308 -$196 -5 -38%
BCWM
333
Bartlett & Co Wealth Management
Ohio
$247
GRP
334
Global Retirement Partners
California
$241 -$39 -1 -14%
Toronto Dominion Bank
335
Toronto Dominion Bank
Ontario, Canada
$236 +$235 +6 New
CTA
336
Colonial Trust Advisors
South Carolina
$230 -$510 -13 -68%
AFWM
337
Abich Financial Wealth Management
Virginia
$228 +$235 +6 New
ANBT
338
American National Bank & Trust
Texas
$211
SSB
339
Sandy Spring Bank
Maryland
$210
TF
340
Tompkins Financial
New York
$209
CFGS
341
Concourse Financial Group Securities
Alabama
$190 -$1.76K -45 -90%
AIM
342
Anchor Investment Management
South Carolina
$190
AWM
343
Avior Wealth Management
Nebraska
$190
BHWM
344
Beaird Harris Wealth Management
Texas
$190
CJ
345
Caitlin John
Michigan
$190
DIP
346
DT Investment Partners
Pennsylvania
$190
JWM
347
Janiczek Wealth Management
Colorado
$190
PP
348
PFS Partners
New Jersey
$190
BL
349
BFSG LLC
California
$190 +$196 +5 New
GWP
350
Gen-Wealth Partners
Michigan
$190 +$196 +5 New