CHPT icon

ChargePoint

406 hedge funds and large institutions have $1.46B invested in ChargePoint in 2022 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 136 increasing their positions, 99 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+38
Holders Change %
+10.33%
% of All Funds
6.55%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
96
Increased
136
Reduced
99
Closed
52
Calls
$330M
Puts
$190M
Net Calls
+$140M
Net Calls Change
-$63.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CCMI
376
Creative Capital Management Investments
California
$1K +$1K +5 New
CTC
377
Central Trust Company
Missouri
$953 -$953 -5 -50%
DIP
378
DT Investment Partners
Pennsylvania
$953
SIC
379
SJS Investment Consulting
Ohio
$953
PP
380
PFS Partners
New Jersey
$953
TFA
381
Toth Financial Advisory
Virginia
$953
WFA
382
West Financial Advisors
Iowa
$953 +$953 +5 New
KFS
383
Kelly Financial Services
Massachusetts
$813
HWA
384
HHM Wealth Advisors
Tennessee
$772
WWP
385
WR Wealth Planners
Missouri
$762
ECM
386
Estabrook Capital Management
New York
$572 +$572 +3 New
PFA
387
Pathway Financial Advisers
Indiana
$477 +$477 +3 New
QCG
388
Quadrant Capital Group
Ohio
$343 +$172 +1 +100%
AA
389
Addison Advisors
Vermont
$295 -$5.16K -35 -95%
RFG
390
RFP Financial Group
Georgia
$238 +$238 +1 New
FA
391
Fiduciary Alliance
South Carolina
$210 +$210 +1 New
CS
392
Comerica Securities
Michigan
$210 +$210 +1 New
IAA
393
Independent Advisor Alliance
North Carolina
$205 +$14 +75 +8%
PFBT
394
Parkside Financial Bank & Trust
Missouri
$200 -$7.6K -38 -97%
QC
395
Quent Capital
New York
$191 +$191 +1 New
CIBC Private Wealth Group
396
CIBC Private Wealth Group
Georgia
$173 +$55 +288 +46%
ACM
397
Antonetti Capital Management
Florida
$159 +$159 +1 New
FGAM
398
Financial Gravity Asset Management
Texas
$58 +$58 +1 New
NMG
399
New Millennium Group
Utah
$38
GI
400
Gradient Investments
Minnesota
$19