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ChargePoint

394 hedge funds and large institutions have $1.45B invested in ChargePoint in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 138 increasing their positions, 93 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

48% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 93

41% more call options, than puts

Call options by funds: $353M | Put options by funds: $251M

6% more capital invested

Capital invested by funds: $1.36B → $1.45B (+$85.8M)

0.42% more ownership

Funds ownership: 1.91%2.33% (+0.42%)

6% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 52

2% less funds holding

Funds holding: 400394 (-6)

Holders
394
Holders Change
-6
Holders Change %
-1.5%
% of All Funds
6.19%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
49
Increased
138
Reduced
93
Closed
52
Calls
$353M
Puts
$251M
Net Calls
+$102M
Net Calls Change
-$29.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WWP
376
WR Wealth Planners
Missouri
$703
Allianz Asset Management
377
Allianz Asset Management
Germany
$527
ECM
378
Estabrook Capital Management
New York
$527
MFT
379
Moisand Fitzgerald Tamayo
Florida
$440 +$526 +3 New
Russell Investments Group
380
Russell Investments Group
United Kingdom
$343 -$351 -2 -50%
AA
381
Addison Advisors
Vermont
$273
RG
382
Retirement Group
California
$272
RFG
383
RFP Financial Group
Georgia
$220
FA
384
Fiduciary Alliance
South Carolina
$193 +$175 +1 New
QC
385
Quent Capital
New York
$176
TC
386
Trium Capital
United Kingdom
$170 +$139K +792 +453%
ACM
387
Antonetti Capital Management
Florida
$147
Fifth Third Bancorp
388
Fifth Third Bancorp
Ohio
$88 +$175 +1 New
GI
389
Gradient Investments
Minnesota
$88 +$175 +1 New
RF
390
Robinswood Financial
Washington
$70
FGAM
391
Financial Gravity Asset Management
Texas
$54
CSC
392
Caldwell Sutter Capital
California
$44
NMG
393
New Millennium Group
Utah
$35
VAG
394
VisionPoint Advisory Group
Texas
$18
D.E. Shaw & Co
395
D.E. Shaw & Co
New York
-$31.9M -182,148 Closed
1832 Asset Management
396
1832 Asset Management
Ontario, Canada
-$4.57M -21,826 Closed
CF
397
Cantor Fitzgerald
New York
-$1.32M -6,315 Closed
CA
398
Cetera Advisors
Colorado
-$899K -4,293 Closed
YIH
399
Y-Intercept (HK)
Hong Kong
-$792K -3,782 Closed
MG
400
Marex Group
-$769K -3,671 Closed