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ChargePoint

364 hedge funds and large institutions have $295M invested in ChargePoint in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 109 increasing their positions, 98 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $58.6M | Put options by funds: $22.9M

11% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 98

0.08% more ownership

Funds ownership: 1.77%1.85% (+0.08%)

5% less funds holding

Funds holding: 382364 (-18)

15% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 65

15% less capital invested

Capital invested by funds: $349M → $295M (-$53.9M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
364
Holders Change
-18
Holders Change %
-4.71%
% of All Funds
5.24%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
55
Increased
109
Reduced
98
Closed
65
Calls
$58.6M
Puts
$22.9M
Net Calls
+$35.7M
Net Calls Change
-$43.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VL
351
Vima LLC
Michigan
$188
MCM
352
MV Capital Management
Maryland
$183 +$196 +5 New
GWSG
353
GPS Wealth Strategies Group
Colorado
$177
KFS
354
Kelly Financial Services
Massachusetts
$162
HWA
355
HHM Wealth Advisors
Tennessee
$154
SS
356
Sunbelt Securities
Texas
$152
ECM
357
Estabrook Capital Management
New York
$114
AA
358
Addison Advisors
Vermont
$94
CB
359
CNB Bank
Pennsylvania
$76
SWM
360
Sanctuary Wealth Management
Idaho
$76
ACA
361
American Capital Advisory
Idaho
$53
RFG
362
RFP Financial Group
Georgia
$48
PCMC
363
Planning Capital Management Corporation
Pennsylvania
$19
RF
364
Robinswood Financial
Washington
$14
CSC
365
Caldwell Sutter Capital
California
$10
RS
366
Rakuten Securities
Japan
$4
VAG
367
VisionPoint Advisory Group
Texas
$4
WIA
368
Wetzel Investment Advisors
Indiana
$1
LC
369
Linse Capital
Puerto Rico
-$12.6M -270,075 Closed
Wellington Management Group
370
Wellington Management Group
Massachusetts
-$1.39M -29,630 Closed
AL
371
Aspiriant LLC
California
-$1.17M -25,000 Closed
Balyasny Asset Management
372
Balyasny Asset Management
Illinois
-$678K -14,490 Closed
EGM
373
Engineers Gate Manager
New York
-$510K -10,905 Closed
GCM
374
Graham Capital Management
Connecticut
-$478K -10,224 Closed
SLAM
375
Swiss Life Asset Management
-$460K -9,808 Closed