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ChargePoint

333 hedge funds and large institutions have $296M invested in ChargePoint in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 104 increasing their positions, 93 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $116M | Put options by funds: $42.7M

12% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 93

0.45% more ownership

Funds ownership: 1.85%2.3% (+0.45%)

0% more capital invested

Capital invested by funds: $295M → $296M (+$644K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less funds holding

Funds holding: 364333 (-31)

35% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 74

Holders
333
Holders Change
-31
Holders Change %
-8.52%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
48
Increased
104
Reduced
93
Closed
74
Calls
$116M
Puts
$42.7M
Net Calls
+$73.8M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
101
Mariner
Kansas
$87.8K +$43K +1,320 +83%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$83.6K +$553 +17 +0.6%
Corient Private Wealth
103
Corient Private Wealth
Florida
$76.9K +$4.1K +126 +5%
Victory Capital Management
104
Victory Capital Management
Texas
$76.5K +$5.41K +166 +7%
Balyasny Asset Management
105
Balyasny Asset Management
Illinois
$76.2K +$82.2K +2,524 New
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$74.2K +$2.6K +80 +3%
MA
107
Mutual Advisors
Nebraska
$72.1K -$716 -22 -1%
Principal Financial Group
108
Principal Financial Group
Iowa
$69.5K +$18.5K +569 +33%
VA
109
Vident Advisory
Georgia
$69.1K -$195K -6,004 -72%
IAIM
110
International Assets Investment Management
Florida
$68.6K +$1.5K +46 +2%
AW
111
Apricus Wealth
South Carolina
$68K -$8.14K -250 -10%
Pathstone Holdings
112
Pathstone Holdings
New Jersey
$67.9K +$73.2K +2,249 New
SEI Investments
113
SEI Investments
Pennsylvania
$67.8K -$2.96K -91 -4%
M&T Bank
114
M&T Bank
New York
$66.5K -$118K -3,613 -62%
SWP
115
Stratos Wealth Partners
Ohio
$66.1K -$912 -28 -1%
Prudential Financial
116
Prudential Financial
New Jersey
$62.1K +$47.6K +1,463 +247%
Cerity Partners
117
Cerity Partners
New York
$61.6K -$29.7K -911 -31%
VHAM
118
Van Hulzen Asset Management
California
$61K
AG
119
Algert Global
California
$58K +$62.3K +1,913 New
AIP
120
Ameritas Investment Partners
Nebraska
$57.4K +$61.9K +1,902 New
LFA
121
Legacy Financial Advisors
Kentucky
$54.4K
MML Investors Services
122
MML Investors Services
Massachusetts
$54K +$7.2K +221 +14%
GFA
123
Gallagher Fiduciary Advisors
Illinois
$54K -$1.63K -50 -3%
Pictet Asset Management
124
Pictet Asset Management
Switzerland
$53K
SC
125
Scotia Capital
Ontario, Canada
$52.4K -$1.17K -36 -2%