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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
ST
426
Smithfield Trust
Pennsylvania
-$23K -227 Closed
CLOS
427
Compagnie Lombard Odier SCmA
Switzerland
-$10.8K -193 Closed
CWM
428
Cranbrook Wealth Management
Michigan
-$14.9K -150 Closed
WWM
429
Wolff Wiese Magana
California
-$11.4K -115 Closed
CWAF
430
Core Wealth Advisors (Florida)
Florida
-$4.97K -50 Closed
MFC
431
Mechanics Financial Corp
Ohio
-$4.97K -50 Closed
OIA
432
Optimum Investment Advisors
Illinois
-$3.98K -40 Closed
QP
433
Quilter Plc
United Kingdom
-$698K -35 Closed
TFM
434
TFC Financial Management
Massachusetts
-$3.15K -32 Closed
CAL
435
Capital Advisors Ltd
Ohio
-$3K -31 Closed
CA
436
Crewe Advisors
Utah
-$2.98K -30 Closed
RA
437
Rational Advisors
New York
-$4.55K -26 Closed
EWA
438
EverSource Wealth Advisors
Alabama
-$1.74K -18 Closed
MPWT
439
MassMutual Private Wealth & Trust
Connecticut
-$1.6K -16 Closed
BI
440
Bramshill Investments
Florida
-$1.49K -15 Closed
BIA
441
Bell Investment Advisors
California
-$970 -10 Closed
UB
442
UMB Bank
Missouri
-$1.01K -10 Closed
VNA
443
Valley National Advisers
Pennsylvania
-$1K -10 Closed
Legacy Financial Group (Iowa)
444
Legacy Financial Group (Iowa)
Iowa
-$601 -6 Closed
MFT
445
Moisand Fitzgerald Tamayo
Florida
-$497 -5 Closed
SCA
446
Stonebridge Capital Advisors
Minnesota
-$497 -5 Closed
TCPG
447
Trivant Custom Portfolio Group
California
-$497 -5 Closed
WWP
448
WR Wealth Planners
Missouri
-$398 -4 Closed
HWP
449
Hibernia Wealth Partners
Louisiana
-$249 -3 Closed
Russell Investments Group
450
Russell Investments Group
United Kingdom
-$318 -3 Closed