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ChargePoint

376 hedge funds and large institutions have $786M invested in ChargePoint in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 136 increasing their positions, 90 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
-14
Holders Change %
-3.59%
% of All Funds
5.99%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
43
Increased
136
Reduced
90
Closed
55
Calls
$157M
Puts
$244M
Net Calls
-$87.6M
Net Calls Change
-$190M
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC Private Wealth Group
176
CIBC Private Wealth Group
Georgia
$112K +$33.4K +336 +43%
WIM
177
Westside Investment Management
California
$111K -$497 -5 -0.4%
FLPIM
178
F.L. Putnam Investment Management
Massachusetts
$108K -$124K -1,252 -53%
MWM
179
Meridian Wealth Management
Kentucky
$108K +$15.2K +153 +16%
D.E. Shaw & Co
180
D.E. Shaw & Co
New York
$104K +$104K +1,051 New
CF
181
Centaurus Financial
California
$103K -$1.39K -14 -1%
PA
182
Perennial Advisors
New York
$102K +$31.6K +318 +45%
WS
183
Wedbush Securities
California
$96K -$10K -101 -9%
AC
184
Avestar Capital
New York
$95.7K -$4.97K -50 -5%
SS
185
Simplicity Solutions
Minnesota
$95.5K
PGFC
186
Peapack-Gladstone Financial Corp
New Jersey
$92K
MIM
187
MetLife Investment Management
New Jersey
$91.2K +$5.86K +59 +7%
ORC
188
O'Rourke & Company
Massachusetts
$90K +$297 +3 +0.3%
PCIA
189
Prime Capital Investment Advisors
Kansas
$89.7K -$6.16K -62 -6%
MSRPS
190
Maryland State Retirement & Pension System
Maryland
$85.3K
BCV
191
Banque Cantonale Vaudoise
Switzerland
$85K -$2.08K -21 -2%
Mariner
192
Mariner
Kansas
$82.6K -$39.9K -401 -33%
SEC
193
Seven Eight Capital
New York
$80.6K +$80.6K +810 New
CPA
194
Capital Performance Advisors
California
$79.5K +$79.5K +800 New
PPW
195
Presilium Private Wealth
Pennsylvania
$79.5K +$79.5K +800 New
CA
196
Cetera Advisors
Colorado
$78.1K +$78.1K +786 New
Wolverine Trading
197
Wolverine Trading
Illinois
$77.3K -$47.2K -475 -38%
SPIA
198
Steward Partners Investment Advisory
New York
$75.9K -$10.9K -110 -13%
URS
199
Utah Retirement Systems
Utah
$75.5K +$497 +5 +0.7%
IAA
200
Independent Advisor Alliance
North Carolina
$73.9K -$10.1K -102 -12%