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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
CSB
351
City State Bank
Iowa
$3K
HBW
352
Hazlett, Burt & Watson
West Virginia
$3K
BWA
353
Boulder Wealth Advisors
Colorado
$3K +$3.65K +15 New
LAM
354
Lakewood Asset Management
Illinois
$3K +$3.65K +15 New
KHC
355
Koesten Hirschmann & Crabtree
Kansas
$2.96K +$3.89K +16 New
DWP
356
Destiny Wealth Partners
Florida
$2.86K
BIA
357
Bell Investment Advisors
California
$2.61K -$1.22K -5 -26%
TAM
358
Tucker Asset Management
Colorado
$2.33K -$2.43K -10 -43%
VNA
359
Valley National Advisers
Pennsylvania
$2K
BTI
360
Blue Trust Inc
Georgia
$2K +$486 +2 +40%
BWP
361
Baldwin Wealth Partners
Massachusetts
$1.91K
MAWCM
362
Mine & Arao Wealth Creation & Management
California
$1.91K
RAM
363
Riggs Asset Management
Pennsylvania
$1.91K
CA
364
Crewe Advisors
Utah
$1.91K +$1.22K +5 +100%
OLVIG
365
Oliver Lagore Vanvalin Investment Group
Michigan
$1.91K +$2.43K +10 New
SN
366
Sittner & Nelson
Oregon
$1.58K
BAM
367
Bellevue Asset Management
Washington
$1.49K
BC
368
Burleson & Co
California
$1.35K
PP
369
Pacifica Partners
Canada
$1.24K
SCA
370
Stonebridge Capital Advisors
Minnesota
$1.24K
HWM
371
HighMark Wealth Management
Minnesota
$1.24K +$1.7K +7 New
MWM
372
MinichMacGregor Wealth Management
New York
$1.17K +$1.46K +6 New
JWM
373
Janiczek Wealth Management
Colorado
$1.14K
SSB
374
Sandy Spring Bank
Maryland
$1.05K +$243 +1 +20%
JWA
375
JFS Wealth Advisors
Pennsylvania
$1.05K