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ChargePoint

150 hedge funds and large institutions have $2.05B invested in ChargePoint in 2021 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 40 increasing their positions, 10 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,655% more capital invested

Capital invested by funds: $117M → $2.05B (+$1.94B)

300% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 10

207% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 29

67% more funds holding

Funds holding: 90150 (+60)

1% more call options, than puts

Call options by funds: $112M | Put options by funds: $110M

0.91% more ownership

Funds ownership: 0.47%1.38% (+0.91%)

Holders
150
Holders Change
+60
Holders Change %
+66.67%
% of All Funds
2.63%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.09%
New
89
Increased
40
Reduced
10
Closed
29
Calls
$112M
Puts
$110M
Net Calls
+$1.57M
Net Calls Change
+$36.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
151
Hodges Capital Management
Texas
-$4.52M -5,640 Closed
FIA
152
FNY Investment Advisers
New York
-$2.73M -4,048 Closed
CCM
153
CAAS Capital Management
New York
-$2.88M -3,594 Closed
MIM
154
Merewether Investment Management
Texas
-$2.38M -2,967 Closed
Nomura Holdings
155
Nomura Holdings
Japan
-$1.79M -2,244 Closed
BC
156
Brookfield Corp
Ontario, Canada
-$1.46M -1,826 Closed
Citadel Advisors
157
Citadel Advisors
Florida
-$603K -894 Closed
SM
158
SG3 Management
Puerto Rico
-$591K -875 Closed
PI
159
PEAK6 Investments
Illinois
-$578K -856 Closed
VVP
160
Venture Visionary Partners
Ohio
-$490K -612 Closed
BRWA
161
B. Riley Wealth Advisors
Florida
-$481K -600 Closed
BPC
162
Banque Pictet & Cie
Switzerland
-$250K -312 Closed
TAM
163
Tocqueville Asset Management
New York
-$220K -275 Closed
William Blair & Company
164
William Blair & Company
Illinois
-$212K -265 Closed
HH
165
Hilltop Holdings
Texas
-$208K -260 Closed
SWP
166
Stratos Wealth Partners
Ohio
-$202K -252 Closed
ECG
167
Edge Capital Group
Georgia
-$200K -250 Closed
RHBC
168
R.H. Bluestein & Co
Michigan
-$200K -250 Closed
IA
169
Inspire Advisors
Idaho
-$108K -134 Closed
ASN
170
Advisory Services Network
Georgia
-$30K -38 Closed
PFO
171
Pathstone Family Office
New Jersey
-$25K -31 Closed
TWM
172
Tradition Wealth Management
Minnesota
-$12K -15 Closed
RWB
173
RMR Wealth Builders
New Jersey
-$10K -12 Closed
SIAG
174
Safeguard Investment Advisory Group
California
-$8K -11 Closed
SWM
175
Sugarloaf Wealth Management
Georgia
-$3K -10 Closed