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ChargePoint

377 hedge funds and large institutions have $348M invested in ChargePoint in 2023 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 98 increasing their positions, 112 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+1
Holders Change %
+0.27%
% of All Funds
5.53%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
81
Increased
98
Reduced
112
Closed
72
Calls
$130M
Puts
$50.3M
Net Calls
+$79.6M
Net Calls Change
+$167M
Name Holding Trade Value Shares
Change
Shares
Change %
DADC
401
D.A. Davidson & Co
Montana
-$117K -1,177 Closed
MWM
402
Meridian Wealth Management
Kentucky
-$108K -1,091 Closed
FLPIM
403
F.L. Putnam Investment Management
Massachusetts
-$108K -1,091 Closed
CF
404
Centaurus Financial
California
-$103K -1,039 Closed
AC
405
Avestar Capital
New York
-$95.7K -962 Closed
PGFC
406
Peapack-Gladstone Financial Corp
New Jersey
-$92K -925 Closed
PCIA
407
Prime Capital Investment Advisors
Kansas
-$89.7K -903 Closed
SEC
408
Seven Eight Capital
New York
-$80.6K -810 Closed
CPA
409
Capital Performance Advisors
California
-$79.5K -800 Closed
Wolverine Trading
410
Wolverine Trading
Illinois
-$77.3K -778 Closed
LCWP
411
Legacy Capital Wealth Partners
Arkansas
-$72.1K -725 Closed
FAM
412
Flaharty Asset Management
Florida
-$68.8K -693 Closed
VPIM
413
Vanguard Personalized Indexing Management
California
-$66.3K -667 Closed
IWC
414
Integrated Wealth Concepts
Massachusetts
-$65.4K -658 Closed
PA
415
Pinnacle Associates
New York
-$65.2K -656 Closed
LSPW
416
Lake Street Private Wealth
Illinois
-$65.1K -654 Closed
BPC
417
Banque Pictet & Cie
Switzerland
-$59.6K -600 Closed
PI
418
PFG Investments
New York
-$58.3K -587 Closed
BRWA
419
B. Riley Wealth Advisors
Florida
-$51.8K -521 Closed
ST
420
Smithfield Trust
Pennsylvania
-$23K -227 Closed
CLOS
421
Compagnie Lombard Odier SCmA
Switzerland
-$19.1K -193 Closed
CWM
422
Cranbrook Wealth Management
Michigan
-$14.9K -150 Closed
WWM
423
Wolff Wiese Magana
California
-$11.4K -115 Closed
MFC
424
Mechanics Financial Corp
Ohio
-$4.97K -50 Closed
CWA
425
Core Wealth Advisors
Florida
-$4.97K -50 Closed