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ChargePoint

333 hedge funds and large institutions have $296M invested in ChargePoint in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 104 increasing their positions, 93 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $116M | Put options by funds: $42.7M

12% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 93

0.45% more ownership

Funds ownership: 1.85%2.3% (+0.45%)

0% more capital invested

Capital invested by funds: $295M → $296M (+$644K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less funds holding

Funds holding: 364333 (-31)

35% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 74

Holders
333
Holders Change
-31
Holders Change %
-8.52%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
48
Increased
104
Reduced
93
Closed
74
Calls
$116M
Puts
$42.7M
Net Calls
+$73.8M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
X
151
Xponance
Pennsylvania
$36.4K -$25.4K -781 -39%
PA
152
Perennial Advisors
New York
$36K
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$35.9K -$102K -3,136 -73%
BAM
154
Brave Asset Management
New Jersey
$34.7K
CWM
155
Core Wealth Management
Florida
$33.1K
NI
156
NCP Inc
California
$32.6K
DWA
157
Delap Wealth Advisory
Oregon
$31K +$33.4K +1,026 New
IWC
158
Integrated Wealth Concepts
Massachusetts
$31K +$4.43K +136 +15%
Jones Financial Companies
159
Jones Financial Companies
Missouri
$30.2K +$32.6K +1,002 New
TC
160
TownSquare Capital
Utah
$29.9K +$13.3K +410 +71%
AWM
161
Apollon Wealth Management
South Carolina
$28.8K +$2.57K +79 +9%
BPA
162
Beacon Pointe Advisors
California
$27.3K -$2.6K -80 -8%
ORC
163
O'Rourke & Company
Massachusetts
$27K -$26.7K -820 -48%
CIBC Asset Management
164
CIBC Asset Management
Ontario, Canada
$25.9K +$9.38K +288 +51%
BBVA
165
Banco Bilbao Vizcaya Argentaria
Spain
$25.7K +$2.6K +80 +10%
Group One Trading
166
Group One Trading
Illinois
$25.2K +$12.6K +386 +86%
Wealth Enhancement Advisory Services
167
Wealth Enhancement Advisory Services
Minnesota
$25.2K +$3K +92 +12%
SG
168
StoneX Group
New York
$24.8K +$26.8K +823 New
SB
169
Strategic Blueprint
Georgia
$24.8K -$8.76K -269 -25%
NA
170
NewEdge Advisors
Louisiana
$24.4K +$65 +2 +0.2%
PPW
171
Presilium Private Wealth
Pennsylvania
$24.2K +$26K +800 New
Verition Fund Management
172
Verition Fund Management
Connecticut
$24.1K +$26K +798 New
PAS
173
Point72 Asia (Singapore)
Singapore
$23.9K +$25.8K +793 New
Mercer Global Advisors
174
Mercer Global Advisors
Colorado
$23.4K +$6.28K +193 +33%
UCFA
175
United Capital Financial Advisors
Texas
$23.4K +$25.2K +774 New

CHPT Hedge Fund Activity: Q2 2024 in Review

333 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ChargePoint (CHPT) for Q2 2024, worth a combined $296M — up 0.22% from $295M a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of CHPT and 48 opened new positions — a net loss of 26 holders — while 93 trimmed existing stakes and 104 added.

The largest buyer was BlackRock, adding an estimated $20.4M. The largest seller was Citigroup, cutting an estimated $11.1M.

  • 333 institutional investors held ChargePoint (CHPT) as of Q2 2024, down from 364 in Q1 2024.
  • Funds reported $296M of ChargePoint stock for Q2 2024, up 0.22% quarter-over-quarter.
  • 48 funds opened new ChargePoint positions in Q2 2024 and 74 closed out, a net change of -26 holders.
  • The largest ChargePoint buyer in Q2 2024 was BlackRock, an estimated $20.4M added.
  • The largest ChargePoint seller in Q2 2024 was Citigroup, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2024.