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ChargePoint

382 hedge funds and large institutions have $349M invested in ChargePoint in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 99 increasing their positions, 113 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $130M | Put options by funds: $50.3M

14% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 72

1% more funds holding

Funds holding: 380382 (+2)

0.43% less ownership

Funds ownership: 2.2%1.77% (-0.43%)

12% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 113

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

56% less capital invested

Capital invested by funds: $787M → $349M (-$438M)

Holders
382
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
5.57%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
82
Increased
99
Reduced
113
Closed
72
Calls
$130M
Puts
$50.3M
Net Calls
+$79.6M
Net Calls Change
+$167M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
401
Carret Asset Management
New York
-$215K -2,164 Closed
SM
402
Southport Management
Wyoming
-$214K -2,150 Closed
BAM
403
Belpointe Asset Management
Nevada
-$212K -2,130 Closed
GAA
404
Green Alpha Advisors
Colorado
-$152K -1,534 Closed
HF
405
HRT Financial
New York
-$150K -1,512 Closed
AC
406
AXQ Capital
New Jersey
-$137K -1,382 Closed
DADC
407
D.A. Davidson & Co
Montana
-$117K -1,177 Closed
FLPIM
408
F.L. Putnam Investment Management
Massachusetts
-$108K -1,091 Closed
MWM
409
Meridian Wealth Management
Kentucky
-$108K -1,091 Closed
CF
410
Centaurus Financial
California
-$103K -1,039 Closed
AC
411
Avestar Capital
New York
-$95.7K -962 Closed
PGFC
412
Peapack-Gladstone Financial Corp
New Jersey
-$92K -925 Closed
PCIA
413
Prime Capital Investment Advisors
Kansas
-$89.7K -903 Closed
SEC
414
Seven Eight Capital
New York
-$80.6K -810 Closed
CPA
415
Capital Performance Advisors
California
-$79.5K -800 Closed
Wolverine Trading
416
Wolverine Trading
Illinois
-$43.5K -778 Closed
LCWP
417
Legacy Capital Wealth Partners
Arkansas
-$72.1K -725 Closed
FAM
418
Flaharty Asset Management
Florida
-$68.8K -693 Closed
VPIM
419
Vanguard Personalized Indexing Management
California
-$66.3K -667 Closed
IWC
420
Integrated Wealth Concepts
Massachusetts
-$65.4K -658 Closed
PA
421
Pinnacle Associates
New York
-$65.2K -656 Closed
LSPW
422
Lake Street Private Wealth
Illinois
-$65.1K -654 Closed
BPC
423
Banque Pictet & Cie
Switzerland
-$59.6K -600 Closed
PI
424
PFG Investments
New York
-$58.3K -587 Closed
BRWA
425
B. Riley Wealth Advisors
Florida
-$51.8K -521 Closed