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ChargePoint

400 hedge funds and large institutions have $1.36B invested in ChargePoint in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 127 increasing their positions, 102 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $294M | Put options by funds: $163M

25% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 102

2% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 58

0.35% less ownership

Funds ownership: 2.25%1.91% (-0.35%)

2% less funds holding

Funds holding: 410400 (-10)

7% less capital invested

Capital invested by funds: $1.47B → $1.36B (-$104M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
400
Holders Change
-10
Holders Change %
-2.44%
% of All Funds
6.37%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
59
Increased
127
Reduced
102
Closed
58
Calls
$294M
Puts
$163M
Net Calls
+$131M
Net Calls Change
-$8.56M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
101
Belpointe Asset Management
Nevada
$874K +$464K +2,130 +104%
AAS
102
Avantax Advisory Services
Texas
$866K +$13.9K +64 +2%
Deutsche Bank
103
Deutsche Bank
Germany
$809K +$634K +2,911 +305%
YIH
104
Y-Intercept (HK)
Hong Kong
$792K +$824K +3,782 New
AW
105
Apricus Wealth
South Carolina
$785K
TIMH
106
Tilt Investment Management Holdings
New York
$775K
EMG
107
ETF Managers Group
New Jersey
$771K -$12.2K -56 -1%
MG
108
Marex Group
$769K +$103K +472 +15%
AllianceBernstein
109
AllianceBernstein
Tennessee
$746K -$205K -939 -21%
GAA
110
Green Alpha Advisors
Colorado
$733K +$17K +78 +2%
JMPWA
111
JP Morgan Private Wealth Advisors
California
$711K +$127K +584 +21%
QP
112
Quilter Plc
United Kingdom
$695K +$7.62K +35 New
HLA
113
Hamilton Lane Advisors
Pennsylvania
$680K
ASRS
114
Arizona State Retirement System
Arizona
$670K +$24.2K +111 +4%
PAG
115
Private Advisor Group
New Jersey
$663K -$552K -2,534 -44%
VIA
116
Vident Investment Advisory
Georgia
$641K +$65.3K +300 +11%
NFG
117
Nations Financial Group
Iowa
$634K
SEC
118
Seven Eight Capital
New York
$630K -$525K -2,409 -44%
Allianz Asset Management
119
Allianz Asset Management
Germany
$628K
FCM
120
Firsthand Capital Management
California
$628K
Creative Planning
121
Creative Planning
Kansas
$613K -$136K -625 -18%
CAN
122
Cetera Advisor Networks
California
$611K -$1.18M -5,424 -65%
Wolverine Trading
123
Wolverine Trading
Illinois
$584K -$498K -2,284 -44%
AB
124
Amalgamated Bank
New York
$570K -$36.6K -168 -6%
QC
125
Quadrature Capital
United Kingdom
$566K -$413K -1,898 -41%