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ChargePoint

342 hedge funds and large institutions have $3.37B invested in ChargePoint in 2021 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 123 increasing their positions, 48 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 41

156% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 48

86% more capital invested

Capital invested by funds: $1.81B → $3.37B (+$1.56B)

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

30% more funds holding

Funds holding: 263342 (+79)

1.27% more ownership

Funds ownership: 1.4%2.67% (+1.3%)

8% less call options, than puts

Call options by funds: $132M | Put options by funds: $143M

Holders
342
Holders Change
+79
Holders Change %
+30.04%
% of All Funds
5.26%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
121
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
Change in
Stake
USCWA
176
U.S. Capital Wealth Advisors
Texas
$241K +$280K +631 New
IC
177
IEQ Capital
California
$239K +$278K +628 New
LSPW
178
Lake Street Private Wealth
Illinois
$238K +$277K +625 New
KPCM
179
Kings Point Capital Management
New York
$237K +$46.5K +105 +20%
MFG
180
Magnus Financial Group
New York
$233K -$99.3K -224 -27%
CW
181
CreativeOne Wealth
Kansas
$231K +$269K +606 New
LNC
182
Lincoln National Corp
Pennsylvania
$224K +$260K +587 New
APP
183
Alpha Paradigm Partners
Illinois
$223K +$46.5K +105 +22%
IFG
184
Independent Financial Group
California
$221K +$257K +580 New
PCM
185
Penserra Capital Management
California
$215K -$72.7K -164 -22%
HI
186
Harbour Investments
Wisconsin
$211K -$121K -274 -33%
CIBC Private Wealth Group
187
CIBC Private Wealth Group
Georgia
$211K +$245K +553 New
Balyasny Asset Management
188
Balyasny Asset Management
Illinois
$210K +$244K +550 New
HIM
189
Hanlon Investment Management
New Jersey
$204K
KIA
190
KCM Investment Advisors
California
$204K +$238K +536 New
WP
191
WealthPLAN Partners
Nebraska
$202K +$323K +730 New
UCFA
192
United Capital Financial Advisors
Texas
$200K +$233K +526 New
CCFM
193
Clear Creek Financial Management
Washington
$198K +$230K +519 New
XT
194
XTX Topco
Cayman Islands
$197K +$229K +516 New
AIM
195
ARK Investment Management
Florida
$195K +$227K +512 New
JCM
196
Jacobi Capital Management
Pennsylvania
$193K +$15.5K +35 +7%
Group One Trading
197
Group One Trading
Illinois
$192K +$223K +503 New
FCA
198
FinTrust Capital Advisors
South Carolina
$190K +$222K +500 New
Koshinski Asset Management
199
Koshinski Asset Management
Illinois
$165K -$17.3K -39 -8%
SWM
200
Spire Wealth Management
Virginia
$157K +$172K +388 +1,552%