We are live on ! Find out more
CHPT icon

ChargePoint

348 hedge funds and large institutions have $3.28B invested in ChargePoint in 2022 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 128 increasing their positions, 65 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 65

15% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 66

2% more funds holding

Funds holding: 342348 (+6)

2% more call options, than puts

Call options by funds: $193M | Put options by funds: $189M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.21% less ownership

Funds ownership: 2.67%2.46% (-0.21%)

3% less capital invested

Capital invested by funds: $3.37B → $3.28B (-$89.2M)

Holders
348
Holders Change
+6
Holders Change %
+1.75%
% of All Funds
5.49%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
76
Increased
128
Reduced
65
Closed
66
Calls
$193M
Puts
$189M
Net Calls
+$4.54M
Net Calls Change
+$15.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
176
Western Wealth Management
Colorado
$292K +$227K +735 New
KPCM
177
Kings Point Capital Management
New York
$287K +$30.8K +100 +16%
QT
178
Quantamental Technologies
New York
$275K +$213K +691 New
RCA
179
Reitz Capital Advisors
Michigan
$274K +$212K +688 New
NA
180
NewEdge Advisors
Louisiana
$273K +$212K +686 New
CCFM
181
Clear Creek Financial Management
Washington
$271K +$50K +162 +31%
YIH
182
Y-Intercept (HK)
Hong Kong
$269K +$209K +678 New
GC
183
GFG Capital
Florida
$262K +$204K +660 New
PA
184
Perennial Advisors
New York
$261K
MFG
185
Magnus Financial Group
New York
$259K +$12.3K +40 +7%
ECM
186
ExodusPoint Capital Management
New York
$258K +$201K +650 New
SB
187
Strategic Blueprint
Georgia
$255K +$198K +642 New
CS
188
Capital Square
Tennessee
$254K +$197K +639 New
RWP
189
RWA Wealth Partners
Massachusetts
$254K +$197K +640 New
SI
190
SCP Investment
California
$254K +$197K +640 New
IC
191
IEQ Capital
California
$249K
UCFA
192
United Capital Financial Advisors
Texas
$244K +$26.8K +87 +17%
PAMS
193
Pictet Asset Management (Switzerland)
Switzerland
$239K +$185K +601 New
CIBC World Market
194
CIBC World Market
Ontario, Canada
$237K +$184K +595 New
PHK
195
Point72 Hong Kong
Hong Kong
$236K +$183K +594 New
DAS
196
Dynamic Advisor Solutions
Arizona
$236K +$184K +595 New
PWAG
197
Polaris Wealth Advisory Group
California
$234K
JCM
198
Jacobi Capital Management
Pennsylvania
$228K +$20.7K +67 +13%
BRWA
199
B. Riley Wealth Advisors
Florida
$223K +$173K +560 New
GVAG
200
Great Valley Advisor Group
Delaware
$217K +$169K +547 New