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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
RAM
351
Riggs Asset Management
Pennsylvania
$2.09K
CMP
352
Coston McIsaac & Partners
Maine
$2K
VNA
353
Valley National Advisers
Pennsylvania
$2K
FDCC
354
Foster Dykema Cabot & Co
Massachusetts
$2K +$2.18K +10 New
CAL
355
Capital Advisors Ltd
Ohio
$2K +$2.61K +12 New
SN
356
Sittner & Nelson
Oregon
$1.74K
BAM
357
Bellevue Asset Management
Washington
$1.68K
EI
358
Ellevest Inc
New York
$1.63K -$1.96K -9 -53%
SWA
359
SOA Wealth Advisors
New York
$1.62K -$5.23K -24 -75%
AIC
360
Archer Investment Corporation
Indiana
$1.57K +$1.74K +8 New
PP
361
Pacifica Partners
Canada
$1.37K
CWM
362
CarsonAllaria Wealth Management
Illinois
$1.2K
GRP
363
Global Retirement Partners
California
$1.18K -$5.66K -26 -79%
ANBT
364
American National Bank & Trust
Texas
$1.16K
JWA
365
JFS Wealth Advisors
Pennsylvania
$1.15K
SSB
366
Sandy Spring Bank
Maryland
$1.15K
TF
367
Tompkins Financial
New York
$1.15K
BWM
368
Baystate Wealth Management
Massachusetts
$1.15K +$1.31K +6 New
SCA
369
Stonebridge Capital Advisors
Minnesota
$1.05K -$436 -2 -29%
CTC
370
Central Trust Company
Missouri
$1.05K
CCMI
371
Creative Capital Management Investments
California
$1.05K
PP
372
PFS Partners
New Jersey
$1.05K
TFA
373
Toth Financial Advisory
Virginia
$1.05K
BHWM
374
Beaird Harris Wealth Management
Texas
$1.05K +$1.09K +5 New
TCPG
375
Trivant Custom Portfolio Group
California
$1.05K +$1.09K +5 New