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ChargePoint

382 hedge funds and large institutions have $349M invested in ChargePoint in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 99 increasing their positions, 113 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $130M | Put options by funds: $50.3M

14% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 72

1% more funds holding

Funds holding: 380382 (+2)

0.43% less ownership

Funds ownership: 2.2%1.77% (-0.43%)

12% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 113

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

56% less capital invested

Capital invested by funds: $787M → $349M (-$438M)

Holders
382
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
5.57%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
82
Increased
99
Reduced
113
Closed
72
Calls
$130M
Puts
$50.3M
Net Calls
+$79.6M
Net Calls Change
+$167M
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
126
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$119K +$6.88K +123 +5%
AW
127
Apricus Wealth
South Carolina
$117K -$69.9K -1,250 -33%
PL
128
Perpetual Ltd
Australia
$117K
CAG
129
Csenge Advisory Group
Florida
$116K +$138K +2,473 New
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$112K +$4.87K +87 +4%
Walleye Trading
131
Walleye Trading
New York
$112K +$134K +2,389 New
PAG
132
Private Advisor Group
New Jersey
$111K -$24.3K -435 -15%
AQR Capital Management
133
AQR Capital Management
Connecticut
$109K +$131K +2,334 New
SWP
134
Stratos Wealth Partners
Ohio
$108K -$17.3K -310 -12%
CA
135
Cetera Advisors
Colorado
$107K +$83.8K +1,498 +191%
IAIM
136
International Assets Investment Management
Florida
$103K +$22.9K +410 +23%
GCP
137
GSA Capital Partners
United Kingdom
$99K +$118K +2,105 New
TSS
138
Two Sigma Securities
New York
$96.7K +$116K +2,066 New
BSW
139
Buckingham Strategic Wealth
Missouri
$92.4K +$110K +1,975 New
OQS
140
Occudo Quantitative Strategies
Florida
$92K +$110K +1,967 New
MA
141
Mutual Advisors
Nebraska
$90.9K -$14.2K -253 -12%
Victory Capital Management
142
Victory Capital Management
Texas
$89.2K +$25.2K +450 +31%
SC
143
Scotia Capital
Ontario, Canada
$89K +$3.02K +54 +3%
GFA
144
Gallagher Fiduciary Advisors
Illinois
$88.3K +$22.9K +410 +28%
GBWM
145
Granite Bay Wealth Management
New Hampshire
$88K -$364K -6,514 -86%
IFG
146
Independent Financial Group
California
$85.3K -$106K -1,892 -51%
X
147
Xponance
Pennsylvania
$83K -$16.3K -292 -14%
Pictet Asset Management
148
Pictet Asset Management
Switzerland
$82.2K
FG
149
Foresight Group
United Kingdom
$81.5K +$94K +1,681 New
Principal Financial Group
150
Principal Financial Group
Iowa
$77.7K -$3.52K -63 -4%