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ChargePoint

333 hedge funds and large institutions have $296M invested in ChargePoint in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 104 increasing their positions, 93 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $116M | Put options by funds: $42.7M

12% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 93

0.45% more ownership

Funds ownership: 1.85%2.3% (+0.45%)

0% more capital invested

Capital invested by funds: $295M → $296M (+$644K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less funds holding

Funds holding: 364333 (-31)

35% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 74

Holders
333
Holders Change
-31
Holders Change %
-8.52%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
48
Increased
104
Reduced
93
Closed
74
Calls
$116M
Puts
$42.7M
Net Calls
+$73.8M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CFSG
126
Clark Financial Services Group
Missouri
$52K -$1.11K -34 -2%
PI
127
PFG Investments
New York
$51.5K +$13.5K +415 +32%
JWM
128
Jeppson Wealth Management
California
$50.5K +$3.58K +110 +7%
State of Wisconsin Investment Board
129
State of Wisconsin Investment Board
Wisconsin
$49.2K +$2.21K +68 +4%
PAG
130
Private Advisor Group
New Jersey
$49.1K -$20.5K -630 -28%
CS
131
Capital Square
Tennessee
$49K -$619 -19 -2%
DC
132
Diametric Capital
Massachusetts
$48.8K +$52.6K +1,615 New
TRCT
133
Tower Research Capital (TRC)
New York
$48.5K +$2.87K +88 +6%
HWM
134
HB Wealth Management
Georgia
$47.1K +$5.21K +160 +11%
SRL
135
Scientech Research LLC
New Jersey
$46.2K -$83.3K -2,559 -63%
Wealthfront Advisers
136
Wealthfront Advisers
California
$45.8K +$24.7K +759 +100%
FTDI
137
First Trust Direct Indexing
Massachusetts
$44.9K -$30.2K -927 -38%
HW
138
Hamilton Wealth
California
$44.6K +$48.1K +1,476 New
CIBC Private Wealth Group
139
CIBC Private Wealth Group
Georgia
$43.2K -$195 -6 -0.5%
Public Employees Retirement Association of Colorado
140
Public Employees Retirement Association of Colorado
Colorado
$43K
Baird Financial Group
141
Baird Financial Group
Wisconsin
$42.3K -$5.47K -168 -11%
Focus Partners Wealth
142
Focus Partners Wealth
Massachusetts
$42K +$45.3K +1,390 New
FG
143
Foresight Group
United Kingdom
$40.6K
HSBC Holdings
144
HSBC Holdings
United Kingdom
$39.1K +$12.6K +386 +41%
VPIM
145
Vanguard Personalized Indexing Management
California
$38.4K +$25K +768 +152%
BCV
146
Banque Cantonale Vaudoise
Switzerland
$38K -$4K -123 -9%
IFG
147
Independent Financial Group
California
$38K -$651 -20 -2%
EI
148
Ethic Inc
New York
$37.8K -$3.42K -105 -8%
XT
149
XTX Topco
Cayman Islands
$37.6K -$5.11K -157 -11%
PIA
150
Perennial Investment Advisors
California
$36.8K +$16.9K +520 +74%