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ChargePoint

333 hedge funds and large institutions have $296M invested in ChargePoint in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 104 increasing their positions, 93 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $116M | Put options by funds: $42.7M

12% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 93

0.45% more ownership

Funds ownership: 1.85%2.3% (+0.45%)

0% more capital invested

Capital invested by funds: $295M → $296M (+$644K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less funds holding

Funds holding: 364333 (-31)

35% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 74

Holders
333
Holders Change
-31
Holders Change %
-8.52%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
48
Increased
104
Reduced
93
Closed
74
Calls
$116M
Puts
$42.7M
Net Calls
+$73.8M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
376
Orion Portfolio Solutions
Nebraska
-$21.7K -572 Closed
IWM
377
IHT Wealth Management
Illinois
-$20.7K -545 Closed
Truist Financial
378
Truist Financial
North Carolina
-$20.4K -538 Closed
BP
379
Ballentine Partners
Massachusetts
-$20.2K -531 Closed
BRWA
380
B. Riley Wealth Advisors
Florida
-$51.8K -521 Closed
M
381
Mirova
France
-$19.5K -514 Closed
WS
382
Wedbush Securities
California
-$19K -513 Closed
ECG
383
Edge Capital Group
Georgia
-$19.5K -512 Closed
AIG
384
American International Group
New York
-$11.3K -297 Closed
First Manhattan
385
First Manhattan
New York
-$8.56K -225 Closed
Belvedere Trading
386
Belvedere Trading
Illinois
-$7.16K -188 Closed
CAL
387
Capital Advisors Ltd
Ohio
-$5.21K -160 -91%
FMTCOCP
388
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$3K -80 Closed
HI
389
Hoey Investments
Pennsylvania
-$2.66K -70 Closed
FFWM
390
Future Financial Wealth Management
Ohio
-$1.9K -50 Closed
JFA
391
JNBA Financial Advisors
Minnesota
-$1.9K -50 Closed
IGWM
392
ICA Group Wealth Management
Colorado
-$1.52K -40 Closed
VNA
393
Valley National Advisers
Pennsylvania
-$1K -35 Closed
HFS
394
Hantz Financial Services
Michigan
-$1K -24 Closed
IRC
395
Investors Research Corp
Georgia
-$760 -20 Closed
NECFA
396
New England Capital Financial Advisors
Connecticut
-$760 -20 Closed
OCM
397
Orion Capital Management
California
-$737 -19 Closed
AW
398
Avion Wealth
Texas
-$488 -15 -75%
FIM
399
Fernwood Investment Management
Massachusetts
-$570 -15 Closed
BIA
400
Bell Investment Advisors
California
-$485 -13 Closed

CHPT Hedge Fund Activity: Q2 2024 in Review

333 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ChargePoint (CHPT) for Q2 2024, worth a combined $296M — up 0.22% from $295M a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of CHPT and 48 opened new positions — a net loss of 26 holders — while 93 trimmed existing stakes and 104 added.

The largest buyer was BlackRock, adding an estimated $20.4M. The largest seller was Citigroup, cutting an estimated $11.1M.

  • 333 institutional investors held ChargePoint (CHPT) as of Q2 2024, down from 364 in Q1 2024.
  • Funds reported $296M of ChargePoint stock for Q2 2024, up 0.22% quarter-over-quarter.
  • 48 funds opened new ChargePoint positions in Q2 2024 and 74 closed out, a net change of -26 holders.
  • The largest ChargePoint buyer in Q2 2024 was BlackRock, an estimated $20.4M added.
  • The largest ChargePoint seller in Q2 2024 was Citigroup, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2024.