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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
RG
451
Retirement Group
California
-$154 -2 Closed
MIM
452
Macroview Investment Management
Maryland
-$35
BC
453
Bartlett & Co
Ohio
+$112 +2 +40%
FCAS
454
First Command Advisory Services
Texas
+$559 +10 New