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ChargePoint

364 hedge funds and large institutions have $2.27B invested in ChargePoint in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 144 increasing their positions, 72 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 72

47% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 47

42% more call options, than puts

Call options by funds: $661M | Put options by funds: $466M

5% more funds holding

Funds holding: 348364 (+16)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% less ownership

Funds ownership: 2.46%2.46% (-0%)

31% less capital invested

Capital invested by funds: $3.28B → $2.27B (-$1.01B)

Holders
364
Holders Change
+16
Holders Change %
+4.6%
% of All Funds
6.13%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
69
Increased
144
Reduced
72
Closed
47
Calls
$661M
Puts
$466M
Net Calls
+$194M
Net Calls Change
+$190M
Name Holding Trade Value Shares
Change
Change in
Stake
VPIM
151
Vanguard Personalized Indexing Management
California
$323K -$74K -267 -18%
X
152
Xponance
Pennsylvania
$307K +$310K +1,120 New
PA
153
Perennial Advisors
New York
$297K +$118K +427 +65%
GVAG
154
Great Valley Advisor Group
Delaware
$285K +$137K +494 +90%
PHS
155
Pekin Hardy Strauss
Illinois
$281K -$20.8K -75 -7%
RIL
156
Rothschild Investment LLC
Illinois
$275K
FCM
157
Firsthand Capital Management
California
$274K +$277K +1,000 New
US Bancorp
158
US Bancorp
Minnesota
$264K +$229K +825 +594%
SS
159
Simplicity Solutions
Minnesota
$263K +$266K +960 New
SB
160
Strategic Blueprint
Georgia
$262K +$87K +314 +49%
SC
161
Scotia Capital
Ontario, Canada
$259K +$19.7K +71 +8%
MCC
162
Money Concepts Capital
Florida
$243K -$119K -431 -31%
DADC
163
D.A. Davidson & Co
Montana
$239K +$93.9K +339 +63%
MSRPS
164
Maryland State Retirement & Pension System
Maryland
$235K
FLPIM
165
F.L. Putnam Investment Management
Massachusetts
$230K
WS
166
Wedbush Securities
California
$226K +$15.5K +56 +7%
Prudential Financial
167
Prudential Financial
New Jersey
$222K +$223K +806 New
CP
168
Castleview Partners
Texas
$220K +$9.14K +33 +66%
IAA
169
Independent Advisor Alliance
North Carolina
$220K -$12.2K -44 -5%
Mariner
170
Mariner
Kansas
$219K -$18.3K -66 -8%
QT
171
Quantamental Technologies
New York
$218K +$29.4K +106 +15%
WWM
172
Western Wealth Management
Colorado
$217K +$15.5K +56 +8%
IFG
173
Independent Financial Group
California
$215K +$831 +3 +0.4%
SWP
174
Stratos Wealth Partners
Ohio
$213K -$109K -395 -34%
OTL
175
Oak Thistle LLC
New York
$207K -$193K -695 -48%