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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
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$12K +$14.2K +21 New
GEA
127
Glen Eagle Advisors
New Jersey
$9.08K +$11.5K +17 New
NFG
128
Next Financial Group
Texas
$9K +$12.2K +18 New
PCG
129
Private Capital Group
Connecticut
$8K +$10.1K +15 New
CTC
130
Central Trust Company
Missouri
$6K +$8.1K +12 New
MAWCM
131
Mine & Arao Wealth Creation & Management
California
$5K
RMC
132
Resources Management Corp
Connecticut
$5K
TWA
133
TCI Wealth Advisors
Arizona
$5K
FP
134
Fiduciary Planning
Florida
$5K +$6.08K +9 New
CA
135
Clearstead Advisors
Ohio
$5K +$6.75K +10 New
SWM
136
Spire Wealth Management
Virginia
$5K +$6.75K +10 New
EP
137
Eudaimonia Partners
Tennessee
$4K +$5.4K +8 New
VFA
138
Valeo Financial Advisors
Indiana
$4K +$5.4K +8 New
WT
139
Washington Trust
Rhode Island
$4K +$5.4K +8 New
DOA
140
D'Orazio & Associates
Virginia
$3K +$3.38K +5 New
LWANC
141
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K +$3.38K +5 New
Simplex Trading
142
Simplex Trading
Illinois
$2K -$312K -462 -99%
FWM
143
Focused Wealth Management
New York
$2K +$2.02K +3 New
CFA
144
Carroll Financial Associates
North Carolina
$2K +$2.7K +4 New
HWA
145
HHM Wealth Advisors
Tennessee
$2K +$2.7K +4 New
GRP
146
Global Retirement Partners
California
$1K
US Bancorp
147
US Bancorp
Minnesota
$1K
FF
148
FourThought Financial
Florida
$1K +$675 +1 New
KFS
149
Kelly Financial Services
Massachusetts
$641
DekaBank Deutsche Girozentrale
150
DekaBank Deutsche Girozentrale
Germany
-$6.7M -8,250 Closed