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ChargePoint

364 hedge funds and large institutions have $295M invested in ChargePoint in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 109 increasing their positions, 98 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $58.6M | Put options by funds: $22.9M

11% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 98

0.08% more ownership

Funds ownership: 1.77%1.85% (+0.08%)

5% less funds holding

Funds holding: 382364 (-18)

15% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 65

15% less capital invested

Capital invested by funds: $349M → $295M (-$53.9M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
364
Holders Change
-18
Holders Change %
-4.71%
% of All Funds
5.24%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
55
Increased
109
Reduced
98
Closed
65
Calls
$58.6M
Puts
$22.9M
Net Calls
+$35.7M
Net Calls Change
-$43.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
101
Advisors Asset Management
Colorado
$171K -$9.93K -253 -5%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$165K -$492K -12,544 -74%
BL
103
Balentine LLC
Georgia
$160K +$143K +3,650 +655%
SRL
104
Scientech Research LLC
New Jersey
$155K +$124K +3,162 +341%
AllianceBernstein
105
AllianceBernstein
Tennessee
$155K -$93.6K -2,386 -37%
IC
106
IEQ Capital
California
$154K +$50.8K +1,296 +47%
Rafferty Asset Management
107
Rafferty Asset Management
New York
$150K -$44.1K -1,125 -22%
Creative Planning
108
Creative Planning
Kansas
$142K +$32.2K +821 +28%
Handelsbanken Fonder
109
Handelsbanken Fonder
Sweden
$126K
QCM
110
QRG Capital Management
Illinois
$118K +$61.7K +1,574 +103%
CAN
111
Cetera Advisor Networks
California
$118K -$4.63K -118 -4%
DWT
112
Dorsey & Whitney Trust
South Dakota
$116K
FCM
113
Firsthand Capital Management
California
$114K
Cerity Partners
114
Cerity Partners
New York
$112K +$116K +2,950 New
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$105K -$78.6K -2,004 -42%
KBC Group
116
KBC Group
Belgium
$102K
CAG
117
Csenge Advisory Group
Florida
$97.3K +$3.45K +88 +4%
AW
118
Apricus Wealth
South Carolina
$95K
Corient Private Wealth
119
Corient Private Wealth
Florida
$92K -$144K -3,676 -60%
GS
120
GTS Securities
New York
$91.7K -$435K -11,076 -82%
FTDI
121
First Trust Direct Indexing
Massachusetts
$91.7K +$94.7K +2,413 New
Zurich Cantonal Bank
122
Zurich Cantonal Bank
Switzerland
$90.3K -$863 -22 -0.9%
Victory Capital Management
123
Victory Capital Management
Texas
$89.9K +$18.1K +461 +24%
Fidelity Investments
124
Fidelity Investments
Massachusetts
$89.9K +$30.4K +775 +49%
SEI Investments
125
SEI Investments
Pennsylvania
$88.8K +$65.2K +1,661 +246%