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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
William Blair & Company
426
William Blair & Company
Illinois
-$118K -617 Closed
RWP
427
RWA Wealth Partners
Massachusetts
-$132K -605 Closed
CIBC Asset Management
428
CIBC Asset Management
Ontario, Canada
-$113K -595 Closed
ISL
429
Ingalls & Snyder LLC
New York
-$112K -589 Closed
MC
430
Moors & Cabot
Massachusetts
-$108K -568 Closed
PA
431
Pinnacle Associates
New York
-$102K -536 Closed
IFWM
432
Institute for Wealth Management
Colorado
-$102K -533 Closed
BAM
433
Brave Asset Management
New Jersey
-$95.3K -500 Closed
DCM
434
Dupont Capital Management
Delaware
-$92.1K -483 Closed
SWA
435
Sutton Wealth Advisors
Florida
-$74.9K -393 Closed
Lazard Asset Management
436
Lazard Asset Management
New York
-$56K -299 Closed
WHG
437
Westwood Holdings Group
Texas
-$43K -224 Closed
PWS
438
Paragon Wealth Strategies
Florida
-$21.9K -115 Closed
GWS
439
Glassman Wealth Services
Virginia
-$14.8K -78 Closed
AWM
440
Accurate Wealth Management
Florida
-$13.3K -66 Closed
PTC
441
Private Trust Company
Ohio
-$12K -62 Closed
EE
442
EWG Elevate
California
-$10.5K -55 Closed
SC
443
Stephens Consulting
Michigan
-$9.53K -50 Closed
Belvedere Trading
444
Belvedere Trading
Illinois
-$6.47K -34 Closed
Fifth Third Bancorp
445
Fifth Third Bancorp
Ohio
-$4.76K -25 Closed
FIA
446
FNY Investment Advisers
New York
-$4K -25 Closed
AAMA
447
Advanced Asset Management Advisors
Ohio
-$3.97K -21 Closed
DWP
448
Destiny Wealth Partners
Florida
-$2.86K -15 Closed
LAM
449
Lakewood Asset Management
Illinois
-$3K -15 Closed
MWM
450
MinichMacGregor Wealth Management
New York
-$1.17K -6 Closed