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ChargePoint

377 hedge funds and large institutions have $348M invested in ChargePoint in 2023 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 98 increasing their positions, 112 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+1
Holders Change %
+0.27%
% of All Funds
5.53%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
81
Increased
98
Reduced
112
Closed
72
Calls
$130M
Puts
$50.3M
Net Calls
+$79.6M
Net Calls Change
+$167M
Name Holding Trade Value Shares
Change
Shares
Change %
TF
351
Tompkins Financial
New York
$257
GRP
352
Global Retirement Partners
California
$248 -$35 -1 -13%
AWM
353
Avior Wealth Management
Nebraska
$234 -$2.29K -49 -91%
JWM
354
Janiczek Wealth Management
Colorado
$234
PP
355
PFS Partners
New Jersey
$234
BHWM
356
Beaird Harris Wealth Management
Texas
$234
AIM
357
Anchor Investment Management
South Carolina
$234
CJ
358
Caitlin John
Michigan
$234 +$234 +5 New
GWSG
359
GPS Wealth Strategies Group
Colorado
$218 -$741 -17 -77%
KFS
360
Kelly Financial Services
Massachusetts
$200
DIP
361
DT Investment Partners
Pennsylvania
$194
HWA
362
HHM Wealth Advisors
Tennessee
$190
SS
363
Sunbelt Securities
Texas
$187
CWM
364
CarsonAllaria Wealth Management
Illinois
$152 -$152 -3 -50%
ECM
365
Estabrook Capital Management
New York
$140
AA
366
Addison Advisors
Vermont
$115
SWM
367
Sanctuary Wealth Management
Idaho
$94
CB
368
CNB Bank
Pennsylvania
$94 +$94 +2 New
RFG
369
RFP Financial Group
Georgia
$59
VL
370
Vima LLC
Michigan
$42 +$42 +1 New
PCMC
371
Planning Capital Management Corporation
Pennsylvania
$24 +$24 +1 New
CSC
372
Caldwell Sutter Capital
California
$12 -$25
VAG
373
VisionPoint Advisory Group
Texas
$5 -$10
RS
374
Rakuten Securities
Japan
$5
Coatue Management
375
Coatue Management
New York
-$24.2M -243,321 Closed