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ChargePoint

395 hedge funds and large institutions have $1.36B invested in ChargePoint in 2023 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 125 increasing their positions, 101 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-11
Holders Change %
-2.71%
% of All Funds
6.32%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
58
Increased
125
Reduced
101
Closed
58
Calls
$294M
Puts
$163M
Net Calls
+$131M
Net Calls Change
-$8.57M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
426
Pinnacle Associates
New York
-$102K -536 Closed
IFWM
427
Institute for Wealth Management
Colorado
-$102K -533 Closed
BAM
428
Brave Asset Management
New Jersey
-$95.3K -500 Closed
DCM
429
Dupont Capital Management
Delaware
-$92.1K -483 Closed
SWA
430
Sutton Wealth Advisors
Florida
-$74.9K -393 Closed
Lazard Asset Management
431
Lazard Asset Management
New York
-$56K -299 Closed
WHG
432
Westwood Holdings Group
Texas
-$43K -224 Closed
PWS
433
Paragon Wealth Strategies
Florida
-$21.9K -115 Closed
GWS
434
Glassman Wealth Services
Virginia
-$14.8K -78 Closed
AWM
435
Accurate Wealth Management
Florida
-$13.3K -66 Closed
PTC
436
Private Trust Company
Ohio
-$12K -62 Closed
EE
437
EWG Elevate
California
-$10.5K -55 Closed
SC
438
Stephens Consulting
Michigan
-$9.53K -50 Closed
Belvedere Trading
439
Belvedere Trading
Illinois
-$6.47K -34 Closed
FIA
440
FNY Investment Advisers
New York
-$4K -25 Closed
Fifth Third Bancorp
441
Fifth Third Bancorp
Ohio
-$4.77K -25 Closed
AAMA
442
Advanced Asset Management Advisors
Ohio
-$3.97K -21 Closed
LAM
443
Lakewood Asset Management
Illinois
-$3K -15 Closed
DWP
444
Destiny Wealth Partners
Florida
-$2.86K -15 Closed
MWM
445
MinichMacGregor Wealth Management
New York
-$1.17K -6 Closed
SIC
446
SJS Investment Consulting
Ohio
-$953 -5 Closed
WFA
447
West Financial Advisors
Iowa
-$953 -5 Closed
FGAM
448
Financial Gravity Asset Management
Texas
-$58 -1 Closed
CS
449
Comerica Securities
Michigan
-$210 -1 Closed
FA
450
Fiduciary Alliance
South Carolina
-$210 -1 Closed