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ChargePoint

400 hedge funds and large institutions have $1.36B invested in ChargePoint in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 127 increasing their positions, 102 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $294M | Put options by funds: $163M

25% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 102

2% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 58

0.35% less ownership

Funds ownership: 2.25%1.91% (-0.35%)

2% less funds holding

Funds holding: 410400 (-10)

7% less capital invested

Capital invested by funds: $1.47B → $1.36B (-$104M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
400
Holders Change
-10
Holders Change %
-2.44%
% of All Funds
6.37%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
59
Increased
127
Reduced
102
Closed
58
Calls
$294M
Puts
$163M
Net Calls
+$131M
Net Calls Change
-$8.56M
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
126
KBC Group
Belgium
$560K +$77.3K +355 +15%
SLAM
127
Swiss Life Asset Management
$554K
SG Americas Securities
128
SG Americas Securities
New York
$536K +$373K +1,714 +202%
NIM
129
NXG Investment Management
Texas
$524K
RFA
130
Register Financial Advisors
Georgia
$513K +$436K +2,000 +444%
CAM
131
Carret Asset Management
New York
$511K -$3.27K -15 -0.6%
IMC Chicago
132
IMC Chicago
Illinois
$495K -$1.18M -5,411 -70%
SS
133
Simplicity Solutions
Minnesota
$491K +$302K +1,387 +144%
KAS
134
Kestra Advisory Services
Texas
$485K -$31.8K -146 -6%
BCV
135
Banque Cantonale Vaudoise
Switzerland
$482K +$56.9K +261 +13%
AAP
136
Ardsley Advisory Partners
Connecticut
$467K +$490K +2,250 New
FLPIM
137
F.L. Putnam Investment Management
Massachusetts
$462K +$4.57K +21 +1%
FRM
138
Fox Run Management
Connecticut
$456K +$474K +2,176 New
CAM
139
Close Asset Management
United Kingdom
$448K -$58.8K -270 -11%
MA
140
Mutual Advisors
Nebraska
$425K +$127K +584 +40%
AIM
141
Artemis Investment Management
United Kingdom
$407K -$217K -996 -34%
ASN
142
Advisory Services Network
Georgia
$404K +$342K +1,572 +442%
BBHC
143
Brown Brothers Harriman & Co
New York
$399K +$150K +688 +57%
IA
144
IFP Advisors
Florida
$398K -$50.8K -233 -26%
SAM
145
Sycomore Asset Management
France
$392K
HighTower Advisors
146
HighTower Advisors
Illinois
$391K +$34.9K +160 +9%
WEG
147
World Equity Group
Illinois
$387K +$308K +1,412 New
JF
148
Joule Financial
Kentucky
$377K +$186K +855 +90%
AWA
149
Arkadios Wealth Advisors
Georgia
$372K -$3.27K -15 -0.8%
PFO
150
Pathstone Family Office
New Jersey
$350K -$303K -1,391 -45%