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ChargePoint

150 hedge funds and large institutions have $2.05B invested in ChargePoint in 2021 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 40 increasing their positions, 10 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,655% more capital invested

Capital invested by funds: $117M → $2.05B (+$1.94B)

300% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 10

207% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 29

67% more funds holding

Funds holding: 90150 (+60)

1% more call options, than puts

Call options by funds: $112M | Put options by funds: $110M

0.91% more ownership

Funds ownership: 0.47%1.38% (+0.91%)

Holders
150
Holders Change
+60
Holders Change %
+66.67%
% of All Funds
2.63%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.09%
New
89
Increased
40
Reduced
10
Closed
29
Calls
$112M
Puts
$110M
Net Calls
+$1.57M
Net Calls Change
+$36.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Belvedere Trading
101
Belvedere Trading
Illinois
$90K +$113K +168 New
AA
102
Ancora Advisors
Ohio
$84K +$101K +150 +2,143%
CWC
103
Carolinas Wealth Consulting
North Carolina
$80K +$101K +150 New
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$70K
JCM
105
Jacobi Capital Management
Pennsylvania
$69K +$2.02K +3 +2%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$65K +$47.3K +70 +135%
HPC
107
HM Payson & Co
Maine
$53K
RE
108
RBC Europe
United Kingdom
$51.5K +$54K +80 +471%
SPIA
109
Steward Partners Investment Advisory
New York
$46.4K +$33.1K +49 +129%
FDCDDQ
110
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42.2K +$33.1K +49 +163%
IAIM
111
International Assets Investment Management
Florida
$40K
GWS
112
Glassman Wealth Services
Virginia
$40K +$50.6K +75 New
APA
113
American Portfolios Advisors
New York
$32.6K +$41.2K +61 New
CFGS
114
Concourse Financial Group Securities
Alabama
$32K -$10.1K -15 -20%
WWMSC
115
Wagner Wealth Management (South Carolina)
South Carolina
$32K +$40.5K +60 New
GWM
116
Geneos Wealth Management
Colorado
$31K +$3.38K +5 +9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
117
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$27K
IA
118
IFP Advisors
Florida
$27K +$30.4K +45 +900%
OIA
119
Optimum Investment Advisors
Illinois
$21K +$27K +40 New
EVM
120
Eaton Vance Management
Massachusetts
$17K +$21.6K +32 New
SFS
121
Sowell Financial Services
Arkansas
$15K +$7.43K +11 +48%
CT
122
Caldwell Trust
Florida
$13.3K +$16.9K +25 New
CFN
123
Cordasco Financial Network
Florida
$13K +$3.38K +5 +25%
GWMIA
124
Global Wealth Management Investment Advisory
Florida
$13K +$16.9K +25 New
IFAM
125
Institutional & Family Asset Management
Colorado
$13K +$16.9K +25 New