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ChargePoint

364 hedge funds and large institutions have $295M invested in ChargePoint in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 109 increasing their positions, 98 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $58.6M | Put options by funds: $22.9M

11% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 98

0.08% more ownership

Funds ownership: 1.77%1.85% (+0.08%)

5% less funds holding

Funds holding: 382364 (-18)

15% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 65

15% less capital invested

Capital invested by funds: $349M → $295M (-$53.9M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
364
Holders Change
-18
Holders Change %
-4.71%
% of All Funds
5.24%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
55
Increased
109
Reduced
98
Closed
65
Calls
$58.6M
Puts
$22.9M
Net Calls
+$35.7M
Net Calls Change
-$43.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
176
Janney Montgomery Scott
Pennsylvania
$37K -$144K -3,677 -79%
HSBC Holdings
177
HSBC Holdings
United Kingdom
$35.5K +$36.6K +934 New
IWC
178
Integrated Wealth Concepts
Massachusetts
$33.8K +$34.9K +889 New
Walleye Trading
179
Walleye Trading
New York
$33.4K -$59.2K -1,510 -63%
AWM
180
Apollon Wealth Management
South Carolina
$33.2K +$34.2K +873 New
PP
181
PDS Planning
Ohio
$30.9K +$31.9K +813 New
NA
182
NewEdge Advisors
Louisiana
$30.6K -$2.51K -64 -7%
WWM
183
Western Wealth Management
Colorado
$30.2K +$3.84K +98 +14%
Franklin Resources
184
Franklin Resources
California
$30.1K +$31.1K +792 New
SI
185
Symmetry Investments
Jersey
$30K +$31K +790 New
CW
186
CreativeOne Wealth
Kansas
$30K +$30.5K +778 New
BBVA
187
Banco Bilbao Vizcaya Argentaria
Spain
$29.2K -$17.7K -450 -37%
Wealthfront Advisers
188
Wealthfront Advisers
California
$28.8K +$7.81K +199 +36%
SB
189
Simmons Bank
Arkansas
$28.5K
AWA
190
Arkadios Wealth Advisors
Georgia
$28.4K -$1.06K -27 -3%
LNWWM
191
Laird Norton Wetherby Wealth Management
California
$28.4K +$3.41K +87 +13%
Wealth Enhancement Advisory Services
192
Wealth Enhancement Advisory Services
Minnesota
$28.2K +$1.18K +30 +4%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$28K +$2.83K +72 +11%
Amundi
194
Amundi
France
$27.9K
US Bancorp
195
US Bancorp
Minnesota
$27.9K +$17.3K +440 +150%
TAM
196
Trillium Asset Management
Massachusetts
$27K -$655K -16,703 -96%
ISL
197
Ingalls & Snyder LLC
New York
$27K
OIA
198
OneDigital Investment Advisors
Kansas
$27K +$2.63K +67 +10%
PIA
199
Perennial Investment Advisors
California
$26.6K +$27.4K +699 New
DWP
200
Daymark Wealth Partners
Ohio
$25.8K