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ChargePoint

340 hedge funds and large institutions have $3.36B invested in ChargePoint in 2021 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 123 increasing their positions, 48 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+78
Holders Change %
+29.77%
% of All Funds
5.25%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
120
Increased
123
Reduced
48
Closed
41
Calls
$132M
Puts
$143M
Net Calls
-$11.1M
Net Calls Change
+$47.5M
Name Holding Trade Value Shares
Change
Shares
Change %
USCWA
176
U.S. Capital Wealth Advisors
Texas
$241K +$241K +631 New
IC
177
IEQ Capital
California
$239K +$239K +628 New
LSPW
178
Lake Street Private Wealth
Illinois
$238K +$238K +625 New
KPCM
179
Kings Point Capital Management
New York
$237K +$39.9K +105 +20%
MFG
180
Magnus Financial Group
New York
$233K -$85.4K -224 -27%
CW
181
CreativeOne Wealth
Kansas
$231K +$231K +606 New
LNC
182
Lincoln National Corp
Pennsylvania
$224K +$224K +587 New
APP
183
Alpha Paradigm Partners
Illinois
$223K +$40K +105 +22%
PCM
184
Penserra Capital Management
California
$215K -$62.3K -164 -22%
HI
185
Harbour Investments
Wisconsin
$211K -$104K -274 -33%
CIBC Private Wealth Group
186
CIBC Private Wealth Group
Georgia
$211K +$211K +553 New
Balyasny Asset Management
187
Balyasny Asset Management
Illinois
$210K +$210K +550 New
HIM
188
Hanlon Investment Management
New Jersey
$204K
KIA
189
KCM Investment Advisors
California
$204K +$204K +536 New
WP
190
WealthPLAN Partners
Nebraska
$202K +$202K +730 New
UCFA
191
United Capital Financial Advisors
Texas
$200K +$200K +526 New
CCFM
192
Clear Creek Financial Management
Washington
$198K +$198K +519 New
XT
193
XTX Topco
Cayman Islands
$197K +$197K +516 New
AIM
194
ARK Investment Management
Florida
$195K +$195K +512 New
JCM
195
Jacobi Capital Management
Pennsylvania
$193K +$13.4K +35 +7%
Group One Trading
196
Group One Trading
Illinois
$192K +$192K +503 New
FCA
197
FinTrust Capital Advisors
South Carolina
$190K +$190K +500 New
Koshinski Asset Management
198
Koshinski Asset Management
Illinois
$165K -$14.8K -39 -8%
SWM
199
Spire Wealth Management
Virginia
$157K +$147K +388 +1,552%
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$150K +$150K +395 New