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ChargePoint

376 hedge funds and large institutions have $786M invested in ChargePoint in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 136 increasing their positions, 90 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
-14
Holders Change %
-3.59%
% of All Funds
6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
43
Increased
136
Reduced
90
Closed
55
Calls
$157M
Puts
$244M
Net Calls
-$87.6M
Net Calls Change
-$190M
Name Holding Trade Value Shares
Change
Shares
Change %
RGI
126
River Global Investors
United Kingdom
$262K -$6.96K -70 -3%
SWP
127
Stratos Wealth Partners
Ohio
$261K -$21.7K -218 -8%
AW
128
Apricus Wealth
South Carolina
$258K
WIM
129
WealthPlan Investment Management
Nebraska
$251K +$150K +1,505 +147%
AAM
130
Advisors Asset Management
Colorado
$245K +$38.1K +383 +18%
Manulife (Manufacturers Life Insurance)
131
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$241K +$179K +1,799 +289%
DWT
132
Dorsey & Whitney Trust
South Dakota
$236K +$63.5K +639 +37%
SI
133
SCP Investment
California
$233K +$119K +1,200 +105%
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$230K +$39.6K +398 +21%
RFA
135
Register Financial Advisors
Georgia
$224K -$24.9K -250 -10%
Marshall Wace
136
Marshall Wace
United Kingdom
$222K -$636K -6,394 -74%
MA
137
Mutual Advisors
Nebraska
$218K +$18.4K +185 +9%
CAM
138
Carret Asset Management
New York
$215K -$28K -282 -12%
SM
139
Southport Management
Wyoming
$214K -$124K -1,250 -37%
BAM
140
Belpointe Asset Management
Nevada
$212K -$139K -1,394 -40%
X
141
Xponance
Pennsylvania
$205K +$6.96K +70 +4%
SC
142
Scotia Capital
Ontario, Canada
$184K +$82.8K +833 +82%
IAIM
143
International Assets Investment Management
Florida
$181K +$64.8K +646 +56%
Pictet Asset Management
144
Pictet Asset Management
Switzerland
$175K +$175K +1,756 New
MML Investors Services
145
MML Investors Services
Massachusetts
$174K -$8.37K -84 -5%
Principal Financial Group
146
Principal Financial Group
Iowa
$171K +$22.6K +227 +15%
Balyasny Asset Management
147
Balyasny Asset Management
Illinois
$170K -$633K -6,368 -79%
AWA
148
Arkadios Wealth Advisors
Georgia
$169K +$199 +2 +0.1%
AWM
149
AE Wealth Management
Kansas
$159K +$1.49K +15 +0.9%
BPA
150
Beacon Pointe Advisors
California
$155K +$43.1K +434 +38%