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ChargePoint

317 hedge funds and large institutions have $233M invested in ChargePoint in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 68 increasing their positions, 111 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more call options, than puts

Call options by funds: $63.9M | Put options by funds: $25.3M

0.33% less ownership

Funds ownership: 2.3%1.97% (-0.33%)

5% less funds holding

Funds holding: 333317 (-16)

21% less capital invested

Capital invested by funds: $296M → $233M (-$62.3M)

27% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 44

39% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 111

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
317
Holders Change
-16
Holders Change %
-4.8%
% of All Funds
4.55%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
32
Increased
68
Reduced
111
Closed
44
Calls
$63.9M
Puts
$25.3M
Net Calls
+$38.6M
Net Calls Change
-$35.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
151
Financial Advocates Investment Management
Washington
$28.5K +$36.2K +1,040 New
NI
152
NCP Inc
California
$27.5K -$2.61K -75 -7%
PIA
153
Perennial Investment Advisors
California
$27.2K -$7.86K -226 -19%
AWM
154
Apollon Wealth Management
South Carolina
$26.8K +$939 +27 +3%
Ameriprise
155
Ameriprise
Minnesota
$25.1K +$10.7K +307 +51%
Baird Financial Group
156
Baird Financial Group
Wisconsin
$23.6K -$18.8K -540 -39%
CIBC Asset Management
157
CIBC Asset Management
Ontario, Canada
$23.5K
SB
158
Strategic Blueprint
Georgia
$23.4K +$1.11K +32 +4%
NA
159
NewEdge Advisors
Louisiana
$22.1K -$70 -2 -0.2%
QCM
160
QRG Capital Management
Illinois
$22K -$78.4K -2,255 -74%
PPW
161
Presilium Private Wealth
Pennsylvania
$21.9K
Cerity Partners
162
Cerity Partners
New York
$21.4K -$43.8K -1,259 -62%
OIA
163
OneDigital Investment Advisors
Kansas
$21.2K -$70 -2 -0.3%
Janney Montgomery Scott
164
Janney Montgomery Scott
Pennsylvania
$21K +$2.16K +62 +9%
SB
165
Simmons Bank
Arkansas
$20.6K
AWA
166
Arkadios Wealth Advisors
Georgia
$20.4K -$35 -1 -0.1%
BBVA
167
Banco Bilbao Vizcaya Argentaria
Spain
$20.2K -$4.45K -128 -15%
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$20K +$1.25K +36 +5%
WWM
169
Western Wealth Management
Colorado
$20K
JF
170
Jump Financial
Illinois
$20K +$25.3K +729 New
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$19.8K -$16.1K -463 -39%
BJL
172
Brighton Jones LLC
Washington
$19.8K +$25.1K +723 New
FTDI
173
First Trust Direct Indexing
Massachusetts
$19.3K -$27.2K -783 -53%
WS
174
Wedbush Securities
California
$19K +$24.4K +701 New
TC
175
TownSquare Capital
Utah
$18.7K -$10.7K -308 -31%

CHPT Hedge Fund Activity: Q3 2024 in Review

317 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ChargePoint (CHPT) for Q3 2024, worth a combined $233M — down 21% from $296M a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of CHPT and 32 opened new positions — a net loss of 12 holders — while 111 trimmed existing stakes and 68 added.

The largest buyer was Northern Trust, adding an estimated $2.93M. The largest seller was Antara Capital, exiting entirely with an estimated $29.4M sold.

  • 317 institutional investors held ChargePoint (CHPT) as of Q3 2024, down from 333 in Q2 2024.
  • Funds reported $233M of ChargePoint stock for Q3 2024, down 21% quarter-over-quarter.
  • 32 funds opened new ChargePoint positions in Q3 2024 and 44 closed out, a net change of -12 holders.
  • The largest ChargePoint buyer in Q3 2024 was Northern Trust, an estimated $2.93M added.
  • The largest ChargePoint seller in Q3 2024 was Antara Capital, an estimated $29.4M sold.

Based on aggregated 13F filings for Q3 2024.