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ChargePoint

149 hedge funds and large institutions have $2.05B invested in ChargePoint in 2021 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 40 increasing their positions, 10 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+59
Holders Change %
+65.56%
% of All Funds
2.62%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
%
% of All Funds
0.09%
New
88
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
Shares
Change %
GEA
126
Glen Eagle Advisors
New Jersey
$9.08K +$9.08K +17 New
NFG
127
Next Financial Group
Texas
$9K +$9K +18 New
PCG
128
Private Capital Group
Connecticut
$8K +$8K +15 New
CTC
129
Central Trust Company
Missouri
$6K +$6K +12 New
TWA
130
TCI Wealth Advisors
Arizona
$5K
RMC
131
Resources Management Corp
Connecticut
$5K
MAWCM
132
Mine & Arao Wealth Creation & Management
California
$5K
FP
133
Fiduciary Planning
Florida
$5K +$5K +9 New
CA
134
Clearstead Advisors
Ohio
$5K +$5K +10 New
SWM
135
Spire Wealth Management
Virginia
$5K +$5K +10 New
EP
136
Eudaimonia Partners
Tennessee
$4K +$4K +8 New
VFA
137
Valeo Financial Advisors
Indiana
$4K +$4K +8 New
WT
138
Washington Trust
Rhode Island
$4K +$4K +8 New
DOA
139
D'Orazio & Associates
Virginia
$3K +$3K +5 New
LWANC
140
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K +$3K +5 New
Simplex Trading
141
Simplex Trading
Illinois
$2K -$185K -462 -99%
FWM
142
Focused Wealth Management
New York
$2K +$2K +3 New
HWA
143
HHM Wealth Advisors
Tennessee
$2K +$2K +4 New
CFA
144
Carroll Financial Associates
North Carolina
$2K +$2K +4 New
GRP
145
Global Retirement Partners
California
$1K
US Bancorp
146
US Bancorp
Minnesota
$1K
FF
147
FourThought Financial
Florida
$1K +$1K +1 New
KFS
148
Kelly Financial Services
Massachusetts
$641
DekaBank Deutsche Girozentrale
149
DekaBank Deutsche Girozentrale
Germany
-$6.7M -8,250 Closed
HCM
150
Hodges Capital Management
Texas
-$4.52M -5,640 Closed