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ChargePoint

410 hedge funds and large institutions have $1.47B invested in ChargePoint in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 136 increasing their positions, 100 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 52

74% more call options, than puts

Call options by funds: $330M | Put options by funds: $190M

36% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 100

11% more funds holding

Funds holding: 370410 (+40)

0.16% less ownership

Funds ownership: 2.41%2.25% (-0.16%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

39% less capital invested

Capital invested by funds: $2.41B → $1.47B (-$949M)

Holders
410
Holders Change
+40
Holders Change %
+10.81%
% of All Funds
6.59%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
98
Increased
136
Reduced
100
Closed
52
Calls
$330M
Puts
$190M
Net Calls
+$140M
Net Calls Change
-$63.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
151
Sycomore Asset Management
France
$345K +$145K +597 +42%
AWA
152
Arkadios Wealth Advisors
Georgia
$341K -$73.4K -302 -14%
WIM
153
WealthPlan Investment Management
Nebraska
$340K +$156K +642 +76%
AAM
154
Advisors Asset Management
Colorado
$338K +$3.89K +16 +0.9%
BFM
155
Boothbay Fund Management
New York
$334K +$17K +70 +4%
BPA
156
Beacon Pointe Advisors
California
$331K -$88.5K -364 -17%
HighTower Advisors
157
HighTower Advisors
Illinois
$328K +$10.9K +45 +3%
X
158
Xponance
Pennsylvania
$324K +$53.7K +221 +15%
SB
159
Strategic Blueprint
Georgia
$322K +$70K +288 +21%
Principal Financial Group
160
Principal Financial Group
Iowa
$306K -$112K -459 -22%
DIA
161
Dana Investment Advisors
Wisconsin
$297K +$129K +530 +52%
AWM
162
AE Wealth Management
Kansas
$284K -$102K -419 -22%
CC
163
Centiva Capital
New York
$283K +$361K +1,487 New
HWM
164
HB Wealth Management
Georgia
$283K +$360K +1,483 New
PAG
165
Private Advisor Group
New Jersey
$280K +$508K +2,092 +58%
MA
166
Mutual Advisors
Nebraska
$275K +$351K +1,444 New
Public Employees Retirement Association of Colorado
167
Public Employees Retirement Association of Colorado
Colorado
$274K
CFSG
168
Clark Financial Services Group
Missouri
$268K +$342K +1,407 New
MCC
169
Money Concepts Capital
Florida
$266K +$110K +451 +48%
Zurich Cantonal Bank
170
Zurich Cantonal Bank
Switzerland
$263K -$6.08K -25 -2%
PAMS
171
Pictet Asset Management (Switzerland)
Switzerland
$259K +$165K +680 +100%
E
172
Ergoteles
New York
$246K +$314K +1,291 New
TRCT
173
Tower Research Capital (TRC)
New York
$244K +$50.5K +208 +19%
VIM
174
VELA Investment Management
Ohio
$236K +$301K +1,240 New
IWM
175
IHT Wealth Management
Illinois
$236K -$8.99K -37 -3%