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ChargePoint

395 hedge funds and large institutions have $1.36B invested in ChargePoint in 2023 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 125 increasing their positions, 101 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-11
Holders Change %
-2.71%
% of All Funds
6.32%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
58
Increased
125
Reduced
101
Closed
58
Calls
$294M
Puts
$163M
Net Calls
+$131M
Net Calls Change
-$8.57M
Name Holding Trade Value Shares
Change
Shares
Change %
Teacher Retirement System of Texas
176
Teacher Retirement System of Texas
Texas
$257K +$6.06K +29 +2%
LNC
177
Lincoln National Corp
Pennsylvania
$256K -$209 -1 -0.1%
IWM
178
IHT Wealth Management
Illinois
$254K -$5.24K -25 -2%
WS
179
Wedbush Securities
California
$247K +$14K +67 +6%
WIM
180
Westside Investment Management
California
$243K +$10.5K +50 +5%
Baird Financial Group
181
Baird Financial Group
Wisconsin
$242K +$56.7K +271 +31%
PA
182
Perennial Advisors
New York
$241K
BPC
183
Banque Pictet & Cie
Switzerland
$241K
GFA
184
Gallagher Fiduciary Advisors
Illinois
$236K +$236K +1,128 New
AC
185
Avestar Capital
New York
$233K +$233K +1,115 New
USCWA
186
U.S. Capital Wealth Advisors
Texas
$230K -$475K -2,269 -67%
SCA
187
Snowden Capital Advisors
New York
$224K +$224K +1,071 New
PCIA
188
Prime Capital Investment Advisors
Kansas
$217K +$217K +1,037 New
Mariner
189
Mariner
Kansas
$213K -$443K -2,112 -68%
RIL
190
Rothschild Investment LLC
Illinois
$210K
PI
191
PFG Investments
New York
$205K +$205K +980 New
CW
192
CreativeOne Wealth
Kansas
$205K +$61.4K +293 +43%
MML Investors Services
193
MML Investors Services
Massachusetts
$202K +$54K +258 +36%
MCC
194
Money Concepts Capital
Florida
$201K -$88.6K -427 -31%
IAA
195
Independent Advisor Alliance
North Carolina
$201K -$23.7K -113 -11%
IC
196
IEQ Capital
California
$196K +$64.7K +309 +49%
SI
197
SCP Investment
California
$195K +$39.8K +190 +26%
SC
198
Scotia Capital
Ontario, Canada
$194K +$6.7K +32 +4%
MFG
199
Magnus Financial Group
New York
$192K +$628 +3 +0.3%
Prudential Financial
200
Prudential Financial
New Jersey
$192K +$1.05K +5 +0.5%