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ChargePoint

394 hedge funds and large institutions have $1.45B invested in ChargePoint in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 138 increasing their positions, 93 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

48% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 93

41% more call options, than puts

Call options by funds: $353M | Put options by funds: $251M

6% more capital invested

Capital invested by funds: $1.36B → $1.45B (+$85.8M)

0.42% more ownership

Funds ownership: 1.91%2.33% (+0.42%)

6% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 52

2% less funds holding

Funds holding: 400394 (-6)

Holders
394
Holders Change
-6
Holders Change %
-1.5%
% of All Funds
6.19%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
49
Increased
138
Reduced
93
Closed
52
Calls
$353M
Puts
$251M
Net Calls
+$102M
Net Calls Change
-$29.1M
Name Holding Trade Value Shares
Change
Change in
Stake
NL
426
NVWM LLC
Pennsylvania
-$52.4K -250 Closed
GFPC
427
Global Financial Private Client
Florida
-$41.5K -201 Closed
AAS
428
Ameritas Advisory Services
Nebraska
-$38.1K -188 Closed
HCM
429
Hollencrest Capital Management
California
-$35.5K -170 Closed
HFS
430
HBC Financial Services
Washington
-$19K -106 Closed
BAAM
431
Baker Avenue Asset Management
California
-$22K -105 Closed
QPBE
432
Quintet Private Bank (Europe)
Luxembourg
-$19.1K -91 Closed
ST
433
Sageworth Trust
Pennsylvania
-$16.8K -80 Closed
TWD
434
True Wealth Design
Ohio
-$9.95K -48 Closed
QL
435
Quarry LP
New York
-$6.82K -33 Closed
NFSG
436
Newbridge Financial Services Group
Florida
-$6.75K -32 Closed
VF
437
VitalStone Financial
Texas
-$4.21K -24 -80%
CAL
438
Capital Advisors Ltd
Ohio
-$2K -12 Closed
BAM
439
Bellevue Asset Management
Washington
-$1.68K -8 Closed
EI
440
Ellevest Inc
New York
-$1.63K -8 Closed
JWA
441
JFS Wealth Advisors
Pennsylvania
-$1.15K -6 Closed
CCMI
442
Creative Capital Management Investments
California
-$1.05K -5 Closed
TFA
443
Toth Financial Advisory
Virginia
-$1.05K -5 Closed
HCM
444
Highlander Capital Management
New Jersey
-$1K -3 Closed
MC
445
Machina Capital
France
-$461 -2 Closed
PFBT
446
Parkside Financial Bank & Trust
Missouri
-$220 -1 Closed
AssetMark Inc
447
AssetMark Inc
California
-$10