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ChargePoint
CHPT

394 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, 93 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

48% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 93

41% more call options, than puts

Call options by funds: $353M | Put options by funds: $251M

6% more capital invested

Capital invested by funds: $1.36B → $1.45B (+$85.8M)

0.42% more ownership

Funds ownership: 1.91% → 2.33% (+0.42%)

6% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 52

2% less funds holding

Funds holding: 400 → 394 (-6)

Holders
394
Holders Change
-6
Holders Change %
-1.5%
% of All Funds
6.19%
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
93
Closed
52
Calls
$353M
Puts
$251M
Net Calls
+$102M
Net Calls Change
-$29.1M

Top Buyers

1
Citigroup
Citigroup
New York
+$40.9M
2
Coatue Management
Coatue Management
New York
+$36M
3
Goldman Sachs
Goldman Sachs
New York
+$21.3M
4
BlackRock
BlackRock
New York
+$17M
5
Jane Street
Jane Street
New York
+$12.4M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$31.9M
2
Morgan Stanley
Morgan Stanley
New York
-$15.7M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$12.9M
4
AC
Antara Capital
New York
-$8.23M
5
HF
HRT Financial
New York
-$5.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
351
Archer Investment Corporation
Indiana
$1.32K – – –
GRP
352
Global Retirement Partners
California
$1.21K – – –
CWM
353
CarsonAllaria Wealth Management
Illinois
$1.01K – – –
CMP
354
Coston McIsaac & Partners
Maine
$1K – – –
BC
355
Bartlett & Co
Ohio
$1K +$876 +5 New
SF
356
Safeguard Financial
Wisconsin
$1K +$1.93K +11 New
ANBT
357
American National Bank & Trust
Texas
$976 – – –
BWM
358
Baystate Wealth Management
Massachusetts
$967 – – –
SSB
359
Sandy Spring Bank
Maryland
$967 – – –
TF
360
Tompkins Financial
New York
$967 – – –
CWA
361
Clearview Wealth Advisors
Oregon
$941 -$2.63K -15 -75%
QCG
362
Quadrant Capital Group
Ohio
$932 +$351 +2 +67%
BHWM
363
Beaird Harris Wealth Management
Texas
$879 – – –
CTC
364
Central Trust Company
Missouri
$879 – – –
JWM
365
Janiczek Wealth Management
Colorado
$879 – – –
PP
366
PFS Partners
New Jersey
$879 – – –
SCA
367
Stonebridge Capital Advisors
Minnesota
$879 – – –
TCPG
368
Trivant Custom Portfolio Group
California
$879 – – –
AIM
369
Anchor Investment Management
South Carolina
$879 +$876 +5 New
BCWM
370
Bartlett & Co Wealth Management
Ohio
$879 +$876 +5 New
DIP
371
DT Investment Partners
Pennsylvania
$840 – – –
RI
372
Ridgewood Investments
New Jersey
$765 – – –
KFS
373
Kelly Financial Services
Massachusetts
$750 – – –
HWA
374
HHM Wealth Advisors
Tennessee
$712 – – –
SS
375
Sunbelt Securities
Texas
$703 – – –
13 14
15
16 17

CHPT Hedge Fund Activity: Q2 2023 in Review

394 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ChargePoint (CHPT) for Q2 2023, worth a combined $1.45B — up 6.3% from $1.36B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of CHPT and 49 opened new positions — a net loss of 3 holders — while 93 trimmed existing stakes and 138 added.

The largest buyer was Citigroup, adding an estimated $40.9M. The largest seller was D.E. Shaw & Co, exiting entirely with an estimated $31.9M sold.

  • 394 institutional investors held ChargePoint (CHPT) as of Q2 2023, down from 400 in Q1 2023.
  • Funds reported $1.45B of ChargePoint stock for Q2 2023, up 6.3% quarter-over-quarter.
  • 49 funds opened new ChargePoint positions in Q2 2023 and 52 closed out, a net change of -3 holders.
  • The largest ChargePoint buyer in Q2 2023 was Citigroup, an estimated $40.9M added.
  • The largest ChargePoint seller in Q2 2023 was D.E. Shaw & Co, an estimated $31.9M sold.

Based on aggregated 13F filings for Q2 2023.