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ChargePoint

410 hedge funds and large institutions have $1.47B invested in ChargePoint in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 136 increasing their positions, 100 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 52

74% more call options, than puts

Call options by funds: $330M | Put options by funds: $190M

36% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 100

11% more funds holding

Funds holding: 370410 (+40)

0.16% less ownership

Funds ownership: 2.41%2.25% (-0.16%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

39% less capital invested

Capital invested by funds: $2.41B → $1.47B (-$949M)

Holders
410
Holders Change
+40
Holders Change %
+10.81%
% of All Funds
6.59%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
98
Increased
136
Reduced
100
Closed
52
Calls
$330M
Puts
$190M
Net Calls
+$140M
Net Calls Change
-$63.7M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
126
Nations Financial Group
Iowa
$578K
Allianz Asset Management
127
Allianz Asset Management
Germany
$572K
FCM
128
Firsthand Capital Management
California
$572K +$486K +2,000 +200%
AIM
129
Artemis Investment Management
United Kingdom
$563K +$109K +449 +18%
AB
130
Amalgamated Bank
New York
$551K +$10.9K +45 +2%
AC
131
AXQ Capital
New Jersey
$550K +$702K +2,887 New
IA
132
IFP Advisors
Florida
$542K -$148K -610 -41%
JMPWA
133
JP Morgan Private Wealth Advisors
California
$536K -$31.3K -129 -4%
VIA
134
Vident Investment Advisory
Georgia
$526K -$97.2K -400 -13%
CCM
135
CAAS Capital Management
New York
$524K +$668K +2,750 New
SLAM
136
Swiss Life Asset Management
$506K +$643K +2,646 New
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$500K +$508K +2,089 +390%
NIM
138
NXG Investment Management
Texas
$477K -$374K -1,540 -38%
KAS
139
Kestra Advisory Services
Texas
$470K +$29.2K +120 +5%
CAM
140
Carret Asset Management
New York
$468K -$143K -587 -19%
CAM
141
Close Asset Management
United Kingdom
$459K -$24.3K -100 -4%
KBC Group
142
KBC Group
Belgium
$442K +$141K +580 +33%
SWP
143
Stratos Wealth Partners
Ohio
$417K +$50.3K +207 +10%
FLPIM
144
F.L. Putnam Investment Management
Massachusetts
$416K +$11.9K +49 +2%
ESCM
145
Echo Street Capital Management
New York
$397K +$506K +2,082 New
BAM
146
Belpointe Asset Management
Nevada
$390K +$497K +2,045 New
BCV
147
Banque Cantonale Vaudoise
Switzerland
$389K +$212K +874 +75%
SRC
148
Shufro Rose & Co
New York
$379K +$484K +1,990 New
URS
149
Utah Retirement Systems
Utah
$365K
WP
150
WealthPLAN Partners
Nebraska
$361K +$361K +1,485 New