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ChargePoint

376 hedge funds and large institutions have $786M invested in ChargePoint in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 136 increasing their positions, 90 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
-14
Holders Change %
-3.59%
% of All Funds
5.99%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
43
Increased
136
Reduced
90
Closed
55
Calls
$157M
Puts
$244M
Net Calls
-$87.6M
Net Calls Change
-$190M
Name Holding Trade Value Shares
Change
Shares
Change %
GAA
151
Green Alpha Advisors
Colorado
$152K -$199K -2,005 -57%
HF
152
HRT Financial
New York
$150K -$535K -5,388 -78%
SCI
153
S&CO Inc
Massachusetts
$149K +$39.7K +400 +36%
CAM
154
Cresset Asset Management
Illinois
$148K +$2.29K +23 +2%
HWM
155
HB Wealth Management
Georgia
$148K +$1.69K +17 +1%
GFA
156
Gallagher Fiduciary Advisors
Illinois
$147K +$13.9K +140 +10%
Victory Capital Management
157
Victory Capital Management
Texas
$145K +$7.16K +72 +5%
ARG
158
Advisory Resource Group
Oklahoma
$143K +$17.1K +172 +14%
Public Employees Retirement Association of Colorado
159
Public Employees Retirement Association of Colorado
Colorado
$143K
CFSG
160
Clark Financial Services Group
Missouri
$140K -$894 -9 -0.6%
HighTower Advisors
161
HighTower Advisors
Illinois
$139K -$43.9K -462 -24%
AC
162
AXQ Capital
New Jersey
$137K +$137K +1,382 New
BBVA
163
Banco Bilbao Vizcaya Argentaria
Spain
$136K +$50.7K +510 +60%
GWM
164
Geneos Wealth Management
Colorado
$132K +$60.7K +611 +85%
Truist Financial
165
Truist Financial
North Carolina
$130K -$2.57M -25,833 -95%
AWS
166
Atria Wealth Solutions
New York
$128K -$298 -3 -0.2%
LNC
167
Lincoln National Corp
Pennsylvania
$123K +$4.08K +41 +3%
Corient Private Wealth
168
Corient Private Wealth
Florida
$122K +$45.7K +460 +60%
Baird Financial Group
169
Baird Financial Group
Wisconsin
$119K +$7.56K +76 +7%
DADC
170
D.A. Davidson & Co
Montana
$117K +$7.16K +72 +7%
Teacher Retirement System of Texas
171
Teacher Retirement System of Texas
Texas
$116K +$10.3K +103 +10%
IC
172
IEQ Capital
California
$115K +$52.3K +526 +83%
PFO
173
Pathstone Family Office
New Jersey
$114K -$54.2K -545 -32%
JPMPWA
174
J.P. Morgan Private Wealth Advisors
California
$112K -$72.7K -732 -39%
SB
175
Strategic Blueprint
Georgia
$112K -$28.4K -286 -20%