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ChargePoint

364 hedge funds and large institutions have $2.27B invested in ChargePoint in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 144 increasing their positions, 72 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 72

47% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 47

42% more call options, than puts

Call options by funds: $661M | Put options by funds: $466M

5% more funds holding

Funds holding: 348364 (+16)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% less ownership

Funds ownership: 2.46%2.46% (-0%)

31% less capital invested

Capital invested by funds: $3.28B → $2.27B (-$1.01B)

Holders
364
Holders Change
+16
Holders Change %
+4.6%
% of All Funds
6.13%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
69
Increased
144
Reduced
72
Closed
47
Calls
$661M
Puts
$466M
Net Calls
+$194M
Net Calls Change
+$190M
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
176
RWA Wealth Partners
Massachusetts
$207K +$31.9K +115 +18%
CIBC Asset Management
177
CIBC Asset Management
Ontario, Canada
$204K -$9.7K -35 -4%
Deutsche Bank
178
Deutsche Bank
Germany
$201K +$102K +367 +100%
LWM
179
Lyell Wealth Management
California
$199K +$201K +725 New
DAS
180
Dynamic Advisor Solutions
Arizona
$189K +$26K +94 +16%
BBHC
181
Brown Brothers Harriman & Co
New York
$189K +$119K +429 +164%
CS
182
Capital Square
Tennessee
$188K +$13.9K +50 +8%
MFG
183
Magnus Financial Group
New York
$185K +$6.37K +23 +4%
GC
184
GFG Capital
Florida
$181K
PWAG
185
Polaris Wealth Advisory Group
California
$180K
Marshall Wace
186
Marshall Wace
United Kingdom
$178K +$181K +653 New
LSPW
187
Lake Street Private Wealth
Illinois
$177K -$42.4K -153 -19%
IC
188
IEQ Capital
California
$172K
NA
189
NewEdge Advisors
Louisiana
$170K -$18.3K -66 -10%
MIM
190
MetLife Investment Management
New Jersey
$169K +$108K +388 +170%
PAMS
191
Pictet Asset Management (Switzerland)
Switzerland
$165K
GWM
192
Geneos Wealth Management
Colorado
$164K +$160K +579 +827%
HCM
193
Hodges Capital Management
Texas
$162K +$13.9K +50 +9%
Mercer Global Advisors
194
Mercer Global Advisors
Colorado
$160K +$162K +585 New
CCFM
195
Clear Creek Financial Management
Washington
$158K -$29.4K -106 -16%
KIA
196
KCM Investment Advisors
California
$158K +$11.1K +40 +7%
S
197
SignatureFD
Georgia
$157K +$91.4K +330 +136%
FIA
198
Foundations Investment Advisors
Arizona
$157K +$175K +633 New
SPC
199
Sigma Planning Corp
Michigan
$156K -$378K -1,364 -71%
HIM
200
Hanlon Investment Management
New Jersey
$156K +$9.7K +35 +7%