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ChargePoint

410 hedge funds and large institutions have $1.47B invested in ChargePoint in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 136 increasing their positions, 100 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 52

74% more call options, than puts

Call options by funds: $330M | Put options by funds: $190M

36% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 100

11% more funds holding

Funds holding: 370410 (+40)

0.16% less ownership

Funds ownership: 2.41%2.25% (-0.16%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

39% less capital invested

Capital invested by funds: $2.41B → $1.47B (-$949M)

Holders
410
Holders Change
+40
Holders Change %
+10.81%
% of All Funds
6.59%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
98
Increased
136
Reduced
100
Closed
52
Calls
$330M
Puts
$190M
Net Calls
+$140M
Net Calls Change
-$63.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ANBT
376
American National Bank & Trust
Texas
$1K
AW
377
Avion Wealth
Texas
$1K
CWM
378
CarsonAllaria Wealth Management
Illinois
$1K
TF
379
Tompkins Financial
New York
$1K +$243 +1 +20%
CCMI
380
Creative Capital Management Investments
California
$1K +$1.22K +5 New
CTC
381
Central Trust Company
Missouri
$953 -$1.22K -5 -50%
DIP
382
DT Investment Partners
Pennsylvania
$953
PP
383
PFS Partners
New Jersey
$953
SIC
384
SJS Investment Consulting
Ohio
$953
TFA
385
Toth Financial Advisory
Virginia
$953
WFA
386
West Financial Advisors
Iowa
$953 +$1.22K +5 New
KFS
387
Kelly Financial Services
Massachusetts
$813
HWA
388
HHM Wealth Advisors
Tennessee
$772
WWP
389
WR Wealth Planners
Missouri
$762
ECM
390
Estabrook Capital Management
New York
$572 +$729 +3 New
PFA
391
Pathway Financial Advisers
Indiana
$477 +$729 +3 New
QCG
392
Quadrant Capital Group
Ohio
$343 +$243 +1 +100%
AA
393
Addison Advisors
Vermont
$295 -$8.51K -35 -95%
RFG
394
RFP Financial Group
Georgia
$238 +$243 +1 New
CS
395
Comerica Securities
Michigan
$210 +$243 +1 New
FA
396
Fiduciary Alliance
South Carolina
$210 +$243 +1 New
IAA
397
Independent Advisor Alliance
North Carolina
$205 +$18.2K +75 +8%
PFBT
398
Parkside Financial Bank & Trust
Missouri
$200 -$9.23K -38 -97%
QC
399
Quent Capital
New York
$191 +$243 +1 New
CIBC Private Wealth Group
400
CIBC Private Wealth Group
Georgia
$173 +$70K +288 +46%