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ChargePoint

400 hedge funds and large institutions have $1.36B invested in ChargePoint in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 127 increasing their positions, 102 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $294M | Put options by funds: $163M

25% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 102

2% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 58

0.35% less ownership

Funds ownership: 2.25%1.91% (-0.35%)

2% less funds holding

Funds holding: 410400 (-10)

7% less capital invested

Capital invested by funds: $1.47B → $1.36B (-$104M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
400
Holders Change
-10
Holders Change %
-2.44%
% of All Funds
6.37%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
59
Increased
127
Reduced
102
Closed
58
Calls
$294M
Puts
$163M
Net Calls
+$131M
Net Calls Change
-$8.56M
Name Holding Trade Value Shares
Change
Change in
Stake
X
151
Xponance
Pennsylvania
$349K -$7.62K -35 -2%
SB
152
Strategic Blueprint
Georgia
$340K -$14.2K -65 -4%
AWM
153
AE Wealth Management
Kansas
$331K +$20K +92 +6%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$330K -$228K -1,049 -40%
DIA
155
Dana Investment Advisors
Wisconsin
$326K
AAM
156
Advisors Asset Management
Colorado
$326K -$47K -216 -12%
IFG
157
Independent Financial Group
California
$323K +$117K +538 +54%
HWM
158
HB Wealth Management
Georgia
$319K +$8.71K +40 +3%
GVAG
159
Great Valley Advisor Group
Delaware
$318K +$120K +553 +57%
GLA
160
Good Life Advisors
Pennsylvania
$316K +$199K +915 +154%
WIM
161
WealthPlan Investment Management
Nebraska
$310K -$1.09K -5 -0.3%
Susquehanna International Group
162
Susquehanna International Group
Pennsylvania
$307K -$586K -2,690 -65%
LA
163
LBP AM
France
$306K +$318K +1,459 New
Envestnet Asset Management
164
Envestnet Asset Management
Illinois
$301K -$1.22M -5,583 -80%
Public Employees Retirement Association of Colorado
165
Public Employees Retirement Association of Colorado
Colorado
$301K
CFSG
166
Clark Financial Services Group
Missouri
$296K +$1.52K +7 +0.5%
Parallax Volatility Advisers
167
Parallax Volatility Advisers
California
$293K -$472K -2,168 -61%
AIM
168
Aigen Investment Management
New York
$293K +$304K +1,397 New
BPA
169
Beacon Pointe Advisors
California
$289K -$78.2K -359 -21%
Zurich Cantonal Bank
170
Zurich Cantonal Bank
Switzerland
$289K
PAMS
171
Pictet Asset Management (Switzerland)
Switzerland
$285K
TSS
172
Two Sigma Securities
New York
$284K +$139K +637 +88%
AFS
173
AFG Fiduciary Services
Massachusetts
$280K +$56K +257 +24%
Principal Financial Group
174
Principal Financial Group
Iowa
$280K -$58.6K -269 -17%
AWS
175
Atria Wealth Solutions
New York
$266K +$12.2K +56 +5%