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ChargePoint
CHPT

382 hedge funds and large institutions have $349M invested in ChargePoint in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 99 increasing their positions, 113 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $130M | Put options by funds: $50.3M

14% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 72

1% more funds holding

Funds holding: 380 → 382 (+2)

0.43% less ownership

Funds ownership: 2.2% → 1.77% (-0.43%)

12% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 113

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

56% less capital invested

Capital invested by funds: $787M → $349M (-$438M)

Holders
382
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
5.57%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
82
Increased
99
Reduced
113
Closed
72
Calls
$130M
Puts
$50.3M
Net Calls
+$79.6M
Net Calls Change
+$167M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
+$15.6M
2
Morgan Stanley
Morgan Stanley
New York
+$15.5M
3
Nomura Holdings
Nomura Holdings
Japan
+$13.3M
4
Jane Street
Jane Street
New York
+$6.7M
5
Invesco
Invesco
Georgia
+$4.73M

Top Sellers

1
Coatue Management
Coatue Management
New York
-$24.2M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$16.1M
3
Amundi
Amundi
France
-$9.07M
4
Citigroup
Citigroup
New York
-$8.43M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$5.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
351
Bartlett & Co Wealth Management
Ohio
$315 +$112 +2 +40%
PP
352
Pacifica Partners
Canada
$297 – – –
ANBT
353
American National Bank & Trust
Texas
$260 – – –
SSB
354
Sandy Spring Bank
Maryland
$258 – – –
BWM
355
Baystate Wealth Management
Massachusetts
$257 – – –
TF
356
Tompkins Financial
New York
$257 – – –
GRP
357
Global Retirement Partners
California
$248 -$56 -1 -13%
AWM
358
Avior Wealth Management
Nebraska
$234 -$2.74K -49 -91%
AIM
359
Anchor Investment Management
South Carolina
$234 – – –
BHWM
360
Beaird Harris Wealth Management
Texas
$234 – – –
JWM
361
Janiczek Wealth Management
Colorado
$234 – – –
PP
362
PFS Partners
New Jersey
$234 – – –
CJ
363
Caitlin John
Michigan
$234 +$280 +5 New
GWSG
364
GPS Wealth Strategies Group
Colorado
$218 -$951 -17 -77%
KFS
365
Kelly Financial Services
Massachusetts
$200 – – –
DIP
366
DT Investment Partners
Pennsylvania
$194 – – –
HWA
367
HHM Wealth Advisors
Tennessee
$190 – – –
SS
368
Sunbelt Securities
Texas
$187 – – –
CWM
369
CarsonAllaria Wealth Management
Illinois
$152 -$168 -3 -50%
ECM
370
Estabrook Capital Management
New York
$140 – – –
AA
371
Addison Advisors
Vermont
$115 – – –
SWM
372
Sanctuary Wealth Management
Idaho
$94 – – –
CB
373
CNB Bank
Pennsylvania
$94 +$112 +2 New
RFG
374
RFP Financial Group
Georgia
$59 – – –
VL
375
Vima LLC
Michigan
$42 +$56 +1 New
13 14
15
16 17

CHPT Hedge Fund Activity: Q4 2023 in Review

382 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ChargePoint (CHPT) for Q4 2023, worth a combined $349M — down 56% from $787M a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new CHPT positions and 72 closed out — a net gain of 10 holders — while 99 added to existing stakes and 113 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $15.6M. The largest seller was Coatue Management, exiting entirely with an estimated $24.2M sold.

  • 382 institutional investors held ChargePoint (CHPT) as of Q4 2023, up from 380 in Q3 2023.
  • Funds reported $349M of ChargePoint stock for Q4 2023, down 56% quarter-over-quarter.
  • 82 funds opened new ChargePoint positions in Q4 2023 and 72 closed out, a net change of +10 holders.
  • The largest ChargePoint buyer in Q4 2023 was Two Sigma Investments, an estimated $15.6M added.
  • The largest ChargePoint seller in Q4 2023 was Coatue Management, an estimated $24.2M sold.

Based on aggregated 13F filings for Q4 2023.