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ChargePoint

364 hedge funds and large institutions have $295M invested in ChargePoint in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 109 increasing their positions, 98 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $58.6M | Put options by funds: $22.9M

11% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 98

0.08% more ownership

Funds ownership: 1.77%1.85% (+0.08%)

5% less funds holding

Funds holding: 382364 (-18)

15% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 65

15% less capital invested

Capital invested by funds: $349M → $295M (-$53.9M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
364
Holders Change
-18
Holders Change %
-4.71%
% of All Funds
5.24%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
55
Increased
109
Reduced
98
Closed
65
Calls
$58.6M
Puts
$22.9M
Net Calls
+$35.7M
Net Calls Change
-$43.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
126
Clarity Capital Partners
California
$86.5K -$171K -4,350 -66%
PAG
127
Private Advisor Group
New Jersey
$85.7K -$4.94K -126 -5%
SWP
128
Stratos Wealth Partners
Ohio
$84.3K -$3.92K -100 -4%
IAIM
129
International Assets Investment Management
Florida
$81K +$588 +15 +0.7%
SI
130
SCP Investment
California
$77.5K
VHAM
131
Van Hulzen Asset Management
California
$77K +$79.8K +2,033 New
X
132
Xponance
Pennsylvania
$75.6K +$8.43K +215 +12%
GFA
133
Gallagher Fiduciary Advisors
Illinois
$69.8K -$1.96K -50 -3%
LFA
134
Legacy Financial Advisors
Kentucky
$68.4K +$70.6K +1,800 New
SC
135
Scotia Capital
Ontario, Canada
$67.4K -$5.02K -128 -7%
Pictet Asset Management
136
Pictet Asset Management
Switzerland
$66.7K
MA
137
Mutual Advisors
Nebraska
$66.3K -$7.73K -197 -10%
CFSG
138
Clark Financial Services Group
Missouri
$66K +$13.3K +339 +24%
Principal Financial Group
139
Principal Financial Group
Iowa
$65.8K +$2.83K +72 +4%
ORC
140
O'Rourke & Company
Massachusetts
$65K +$18.9K +483 +40%
Mariner
141
Mariner
Kansas
$60.3K +$4.35K +111 +8%
MML Investors Services
142
MML Investors Services
Massachusetts
$60K +$902 +23 +1%
Baird Financial Group
143
Baird Financial Group
Wisconsin
$59.6K +$12K +305 +24%
JWM
144
Jeppson Wealth Management
California
$59.4K +$28.1K +717 +85%
State of Wisconsin Investment Board
145
State of Wisconsin Investment Board
Wisconsin
$59.3K +$4.28K +109 +8%
TRCT
146
Tower Research Capital (TRC)
New York
$57.6K +$14.8K +376 +33%
OQS
147
Occudo Quantitative Strategies
Florida
$56K -$19.4K -494 -25%
Public Employees Retirement Association of Colorado
148
Public Employees Retirement Association of Colorado
Colorado
$55K
WPW
149
Waldron Private Wealth
Pennsylvania
$53.8K +$34.8K +886 +167%
XT
150
XTX Topco
Cayman Islands
$53.3K +$55K +1,401 New