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ChargePoint

400 hedge funds and large institutions have $1.36B invested in ChargePoint in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 127 increasing their positions, 102 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $294M | Put options by funds: $163M

25% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 102

2% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 58

0.35% less ownership

Funds ownership: 2.25%1.91% (-0.35%)

2% less funds holding

Funds holding: 410400 (-10)

7% less capital invested

Capital invested by funds: $1.47B → $1.36B (-$104M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
400
Holders Change
-10
Holders Change %
-2.44%
% of All Funds
6.37%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
59
Increased
127
Reduced
102
Closed
58
Calls
$294M
Puts
$163M
Net Calls
+$131M
Net Calls Change
-$8.56M
Name Holding Trade Value Shares
Change
Change in
Stake
ARG
176
Advisory Resource Group
Oklahoma
$266K +$8.71K +40 +3%
CF
177
Centaurus Financial
California
$263K +$274K +1,256 New
VIM
178
VELA Investment Management
Ohio
$260K
Teacher Retirement System of Texas
179
Teacher Retirement System of Texas
Texas
$257K +$6.32K +29 +2%
LNC
180
Lincoln National Corp
Pennsylvania
$256K -$218 -1 -0.1%
IWM
181
IHT Wealth Management
Illinois
$254K -$5.45K -25 -2%
WS
182
Wedbush Securities
California
$247K +$14.6K +67 +6%
WIM
183
Westside Investment Management
California
$243K +$10.9K +50 +5%
Baird Financial Group
184
Baird Financial Group
Wisconsin
$242K +$59K +271 +31%
PA
185
Perennial Advisors
New York
$241K
BPC
186
Banque Pictet & Cie
Switzerland
$241K
GFA
187
Gallagher Fiduciary Advisors
Illinois
$236K +$246K +1,128 New
AC
188
Avestar Capital
New York
$233K +$243K +1,115 New
USCWA
189
U.S. Capital Wealth Advisors
Texas
$230K -$494K -2,269 -67%
SCA
190
Snowden Capital Advisors
New York
$224K +$233K +1,071 New
PCIA
191
Prime Capital Investment Advisors
Kansas
$217K +$226K +1,037 New
Mariner
192
Mariner
Kansas
$213K -$460K -2,112 -68%
RIL
193
Rothschild Investment LLC
Illinois
$210K
PI
194
PFG Investments
New York
$205K +$213K +980 New
CW
195
CreativeOne Wealth
Kansas
$205K +$63.8K +293 +43%
MML Investors Services
196
MML Investors Services
Massachusetts
$202K +$56.2K +258 +36%
MCC
197
Money Concepts Capital
Florida
$201K -$93K -427 -31%
IAA
198
Independent Advisor Alliance
North Carolina
$201K -$24.6K -113 -11%
IC
199
IEQ Capital
California
$196K +$67.3K +309 +49%
SI
200
SCP Investment
California
$195K +$41.4K +190 +26%