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ChargePoint

364 hedge funds and large institutions have $295M invested in ChargePoint in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 109 increasing their positions, 98 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $58.6M | Put options by funds: $22.9M

11% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 98

0.08% more ownership

Funds ownership: 1.77%1.85% (+0.08%)

5% less funds holding

Funds holding: 382364 (-18)

15% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 65

15% less capital invested

Capital invested by funds: $349M → $295M (-$53.9M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
364
Holders Change
-18
Holders Change %
-4.71%
% of All Funds
5.24%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
55
Increased
109
Reduced
98
Closed
65
Calls
$58.6M
Puts
$22.9M
Net Calls
+$35.7M
Net Calls Change
-$43.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
151
HB Wealth Management
Georgia
$53.2K +$3.49K +89 +7%
BCV
152
Banque Cantonale Vaudoise
Switzerland
$53K
CW
153
Connectus Wealth
Ohio
$52K +$53.7K +1,368 New
BRWA
154
B. Riley Wealth Advisors
Florida
$51.8K +$20.4K +521 New
EI
155
Ethic Inc
New York
$51.6K +$53.3K +1,358 New
FG
156
Foresight Group
United Kingdom
$50.5K
QC
157
Quadrature Capital
United Kingdom
$49.8K -$1M -25,606 -95%
PI
158
PFG Investments
New York
$49K +$50.6K +1,290 New
IFG
159
Independent Financial Group
California
$48.5K -$21.4K -545 -30%
Neuberger Berman Group
160
Neuberger Berman Group
New York
$48.4K +$19.4K +495 +64%
P
161
Pitcairn
Pennsylvania
$48.3K +$10.4K +265 +26%
AGM
162
Alpine Global Management
New York
$47.7K +$49.3K +1,256 New
CS
163
Capital Square
Tennessee
$47.3K +$15.7K +400 +47%
PA
164
Perennial Advisors
New York
$45.4K +$6.43K +164 +16%
AB
165
Amalgamated Bank
New York
$45K -$70.1K -1,787 -60%
BAM
166
Brave Asset Management
New Jersey
$43.7K
Ameriprise
167
Ameriprise
Minnesota
$43.1K -$3.45K -88 -7%
CIBC Private Wealth Group
168
CIBC Private Wealth Group
Georgia
$42.5K +$3.1K +79 +7%
CWM
169
Core Wealth Management
Florida
$41.7K +$3.77K +96 +10%
SB
170
Strategic Blueprint
Georgia
$41.4K -$981 -25 -2%
MIM
171
MetLife Investment Management
New Jersey
$41.2K +$6K +153 +16%
NI
172
NCP Inc
California
$41K +$42.4K +1,080 New
CAM
173
Cresset Asset Management
Illinois
$40.8K -$4.04K -103 -9%
URS
174
Utah Retirement Systems
Utah
$37.4K +$5.3K +135 +16%
BPA
175
Beacon Pointe Advisors
California
$37.4K -$2.59K -66 -6%