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ChargePoint

400 hedge funds and large institutions have $1.36B invested in ChargePoint in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 127 increasing their positions, 102 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $294M | Put options by funds: $163M

25% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 102

2% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 58

0.35% less ownership

Funds ownership: 2.25%1.91% (-0.35%)

2% less funds holding

Funds holding: 410400 (-10)

7% less capital invested

Capital invested by funds: $1.47B → $1.36B (-$104M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
400
Holders Change
-10
Holders Change %
-2.44%
% of All Funds
6.37%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
59
Increased
127
Reduced
102
Closed
58
Calls
$294M
Puts
$163M
Net Calls
+$131M
Net Calls Change
-$8.56M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
376
Blue Trust Inc
Georgia
$1K -$436 -2 -29%
HCM
377
Highlander Capital Management
New Jersey
$1K
RI
378
Ridgewood Investments
New Jersey
$911 +$871 +4 New
KFS
379
Kelly Financial Services
Massachusetts
$893
JWM
380
Janiczek Wealth Management
Colorado
$872
HWA
381
HHM Wealth Advisors
Tennessee
$849
DIP
382
DT Investment Partners
Pennsylvania
$846
WWP
383
WR Wealth Planners
Missouri
$838
SS
384
Sunbelt Securities
Texas
$812 +$871 +4 New
Russell Investments Group
385
Russell Investments Group
United Kingdom
$733 +$871 +4 New
ECM
386
Estabrook Capital Management
New York
$628
QCG
387
Quadrant Capital Group
Ohio
$545 +$218 +1 +50%
PFA
388
Pathway Financial Advisers
Indiana
$524
MC
389
Machina Capital
France
$461 +$436 +2 New
AA
390
Addison Advisors
Vermont
$325
RFG
391
RFP Financial Group
Georgia
$262
PFBT
392
Parkside Financial Bank & Trust
Missouri
$220
QC
393
Quent Capital
New York
$209
ACM
394
Antonetti Capital Management
Florida
$175
NMG
395
New Millennium Group
Utah
$42
GI
396
Gradient Investments
Minnesota
$21
AssetMark Inc
397
AssetMark Inc
California
$10
SPPAM
398
Summit Partners Public Asset Management
Massachusetts
-$4.23M -22,193 Closed
Point72 Asset Management
399
Point72 Asset Management
Connecticut
-$4.34M -19,902 Closed
QT
400
Quantbot Technologies
New York
-$3.33M -17,493 Closed