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ChargePoint

390 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, 90 reducing their positions, and 51 closing their positions.

Holders
390
Holders Change
-5
Holders Change %
-1.27%
% of All Funds
6.15%
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
90
Closed
51
Calls
$353M
Puts
$251M
Net Calls
+$102M
Net Calls Change
-$29.1M
Name Market Value Shares Shares
Change
Shares
Change %
BC
351
Bartlett & Co
Ohio
$1K 5 +5 New
SF
352
Safeguard Financial
Wisconsin
$1K 11 +11 New
ANBT
353
American National Bank & Trust
Texas
$976 6
TF
354
Tompkins Financial
New York
$967 6
SSB
355
Sandy Spring Bank
Maryland
$967 6
BWM
356
Baystate Wealth Management
Massachusetts
$967 6
CWA
357
Clearview Wealth Advisors
Oregon
$941 5 -15 -75%
QCG
358
Quadrant Capital Group
Ohio
$932 5 +2 +67%
JWM
359
Janiczek Wealth Management
Colorado
$879 5
BHWM
360
Beaird Harris Wealth Management
Texas
$879 5
TCPG
361
Trivant Custom Portfolio Group
California
$879 5
PP
362
PFS Partners
New Jersey
$879 5
CTC
363
Central Trust Company
Missouri
$879 5
SCA
364
Stonebridge Capital Advisors
Minnesota
$879 5
BCWM
365
Bartlett & Co Wealth Management
Ohio
$879 5 +5 New
AIM
366
Anchor Investment Management
South Carolina
$879 5 +5 New
DIP
367
DT Investment Partners
Pennsylvania
$840 5
RI
368
Ridgewood Investments
New Jersey
$765 4
KFS
369
Kelly Financial Services
Massachusetts
$750 4
HWA
370
HHM Wealth Advisors
Tennessee
$712 4
WWP
371
WR Wealth Planners
Missouri
$703 4
SS
372
Sunbelt Securities
Texas
$703 4
Allianz Asset Management
373
Allianz Asset Management
Germany
$527 3,000
ECM
374
Estabrook Capital Management
New York
$527 3
MFT
375
Moisand Fitzgerald Tamayo
Florida
$440 3 +3 New