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ChargePoint

263 hedge funds and large institutions have $1.81B invested in ChargePoint in 2021 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 109 increasing their positions, 40 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 40

103% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 39

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

17% more funds holding

Funds holding: 224263 (+39)

0.16% less ownership

Funds ownership: 1.56%1.4% (-0.16%)

34% less call options, than puts

Call options by funds: $116M | Put options by funds: $174M

46% less capital invested

Capital invested by funds: $3.33B → $1.81B (-$1.52B)

Holders
263
Holders Change
+39
Holders Change %
+17.41%
% of All Funds
4.6%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
79
Increased
109
Reduced
40
Closed
39
Calls
$116M
Puts
$174M
Net Calls
-$58.6M
Net Calls Change
-$75.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
151
Parallel Advisors
California
$144K -$50.7K -109 -23%
CF
152
Centaurus Financial
California
$123K +$144K +309 New
SPIA
153
Steward Partners Investment Advisory
New York
$112K +$119K +256 +1,113%
AWA
154
Arkadios Wealth Advisors
Georgia
$107K +$77.3K +166 +163%
CFD
155
Creative Financial Designs
Indiana
$96K +$44.2K +95 +65%
BCV
156
Banque Cantonale Vaudoise
Switzerland
$95K +$8.38K +18 +8%
CG
157
Cutler Group
California
$91K -$79.6K -171 -43%
RE
158
RBC Europe
United Kingdom
$86.4K +$8.38K +18 +9%
ME
159
McIlrath & Eck
Washington
$83K
HPC
160
HM Payson & Co
Maine
$80K +$46.6K +100 +100%
AA
161
Ancora Advisors
Ohio
$63K
FDCDDQ
162
Federation des caisses Desjardins du Quebec
Quebec, Canada
$61.8K +$33.1K +71 +85%
CFGS
163
Concourse Financial Group Securities
Alabama
$53K +$8.38K +18 +16%
MMG
164
Monetary Management Group
Missouri
$50K +$23.3K +50 +67%
Daiwa Securities Group
165
Daiwa Securities Group
Japan
$49K +$56.8K +122 New
APA
166
American Portfolios Advisors
New York
$45.3K +$16.3K +35 +45%
GFPC
167
Global Financial Private Client
Florida
$45K +$54.5K +117 New
IUHSA
168
Itau Unibanco Holding S.A.
Brazil
$44K +$17.2K +37 +51%
GWM
169
Geneos Wealth Management
Colorado
$43K +$20.9K +45 +66%
GWMIA
170
Global Wealth Management Investment Advisory
Florida
$42K +$466 +1 +1%
MLICM
171
Metropolitan Life Insurance Company (MetLife)
New York
$41.6K -$11.6K -25 -19%
CWM
172
Cranbrook Wealth Management
Michigan
$40K +$46.6K +100 New
PI
173
PEAK6 Investments
Illinois
$39K +$45.2K +97 New
GWS
174
Glassman Wealth Services
Virginia
$37K
First Manhattan
175
First Manhattan
New York
$37K +$43.3K +93 New