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ChargePoint

362 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, 143 increasing their positions, 72 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+16
Holders Change %
+4.62%
% of All Funds
6.12%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
69
Increased
143
Reduced
72
Closed
47
Calls
$661M
Puts
$466M
Net Calls
+$194M
Net Calls Change
+$190M
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC Asset Management
176
CIBC Asset Management
Ontario, Canada
$204K -$9.58K -35 -4%
Deutsche Bank
177
Deutsche Bank
Germany
$201K +$100K +367 +100%
LWM
178
Lyell Wealth Management
California
$199K +$199K +725 New
DAS
179
Dynamic Advisor Solutions
Arizona
$189K +$25.8K +94 +16%
BBHC
180
Brown Brothers Harriman & Co
New York
$189K +$118K +429 +164%
CS
181
Capital Square
Tennessee
$188K +$13.6K +50 +8%
MFG
182
Magnus Financial Group
New York
$185K +$6.31K +23 +4%
GC
183
GFG Capital
Florida
$181K
PWAG
184
Polaris Wealth Advisory Group
California
$180K
Marshall Wace
185
Marshall Wace
United Kingdom
$178K +$178K +653 New
LSPW
186
Lake Street Private Wealth
Illinois
$177K -$41.9K -153 -19%
IC
187
IEQ Capital
California
$172K
NA
188
NewEdge Advisors
Louisiana
$170K -$18.1K -66 -10%
MIM
189
MetLife Investment Management
New Jersey
$169K +$106K +388 +170%
PAMS
190
Pictet Asset Management (Switzerland)
Switzerland
$165K
GWM
191
Geneos Wealth Management
Colorado
$164K +$146K +579 +827%
HCM
192
Hodges Capital Management
Texas
$162K +$13.7K +50 +9%
Mercer Global Advisors
193
Mercer Global Advisors
Colorado
$160K +$160K +585 New
CCFM
194
Clear Creek Financial Management
Washington
$158K -$29.1K -106 -16%
KIA
195
KCM Investment Advisors
California
$158K +$10.9K +40 +7%
S
196
SignatureFD
Georgia
$157K +$90.6K +330 +136%
FIA
197
Foundations Investment Advisors
Arizona
$157K +$157K +633 New
SPC
198
Sigma Planning Corp
Michigan
$156K -$374K -1,364 -71%
HIM
199
Hanlon Investment Management
New Jersey
$156K +$9.58K +35 +7%
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$154K +$71.5K +262 +87%