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ChargePoint

406 hedge funds and large institutions have $1.46B invested in ChargePoint in 2022 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 136 increasing their positions, 99 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+38
Holders Change %
+10.33%
% of All Funds
6.55%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
96
Increased
136
Reduced
99
Closed
52
Calls
$330M
Puts
$190M
Net Calls
+$140M
Net Calls Change
-$63.7M
Name Holding Trade Value Shares
Change
Shares
Change %
WIM
151
WealthPlan Investment Management
Nebraska
$340K +$147K +642 +76%
AAM
152
Advisors Asset Management
Colorado
$338K +$3.05K +16 +0.9%
BFM
153
Boothbay Fund Management
New York
$334K +$13.3K +70 +4%
BPA
154
Beacon Pointe Advisors
California
$331K -$69.4K -364 -17%
HighTower Advisors
155
HighTower Advisors
Illinois
$328K +$8.55K +45 +3%
X
156
Xponance
Pennsylvania
$324K +$42.1K +221 +15%
SB
157
Strategic Blueprint
Georgia
$322K +$54.9K +288 +21%
Principal Financial Group
158
Principal Financial Group
Iowa
$306K -$87.5K -459 -22%
DIA
159
Dana Investment Advisors
Wisconsin
$297K +$101K +530 +52%
AWM
160
AE Wealth Management
Kansas
$284K -$79.8K -419 -22%
CC
161
Centiva Capital
New York
$283K +$283K +1,487 New
HWM
162
HB Wealth Management
Georgia
$283K +$283K +1,483 New
PAG
163
Private Advisor Group
New Jersey
$280K +$103K +2,092 +58%
MA
164
Mutual Advisors
Nebraska
$275K +$275K +1,444 New
Public Employees Retirement Association of Colorado
165
Public Employees Retirement Association of Colorado
Colorado
$274K
CFSG
166
Clark Financial Services Group
Missouri
$268K +$268K +1,407 New
MCC
167
Money Concepts Capital
Florida
$266K +$85.9K +451 +48%
Zurich Cantonal Bank
168
Zurich Cantonal Bank
Switzerland
$263K -$4.77K -25 -2%
PAMS
169
Pictet Asset Management (Switzerland)
Switzerland
$259K +$130K +680 +100%
E
170
Ergoteles
New York
$246K +$246K +1,291 New
TRCT
171
Tower Research Capital (TRC)
New York
$244K +$39.7K +208 +19%
VIM
172
VELA Investment Management
Ohio
$236K +$236K +1,240 New
IWM
173
IHT Wealth Management
Illinois
$236K -$7.05K -37 -3%
ARG
174
Advisory Resource Group
Oklahoma
$235K -$37.7K -198 -14%
LNC
175
Lincoln National Corp
Pennsylvania
$233K +$2.1K +11 +0.9%