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ChargePoint

333 hedge funds and large institutions have $296M invested in ChargePoint in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 104 increasing their positions, 93 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $116M | Put options by funds: $42.7M

12% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 93

0.45% more ownership

Funds ownership: 1.85%2.3% (+0.45%)

0% more capital invested

Capital invested by funds: $295M → $296M (+$644K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less funds holding

Funds holding: 364333 (-31)

35% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 74

Holders
333
Holders Change
-31
Holders Change %
-8.52%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
48
Increased
104
Reduced
93
Closed
74
Calls
$116M
Puts
$42.7M
Net Calls
+$73.8M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
176
OneDigital Investment Advisors
Kansas
$23.4K +$2.08K +64 +9%
BCM
177
Brookstone Capital Management
Illinois
$22.8K +$17.2K +527 New
SB
178
Simmons Bank
Arkansas
$22.6K
AWA
179
Arkadios Wealth Advisors
Georgia
$22.5K -$65 -2 -0.3%
AAS
180
Avantax Advisory Services
Texas
$22.2K +$7.29K +224 +44%
WWM
181
Western Wealth Management
Colorado
$22K -$2.15K -66 -8%
Janney Montgomery Scott
182
Janney Montgomery Scott
Pennsylvania
$22K -$8.3K -255 -26%
IC
183
IEQ Capital
California
$21.6K -$108K -3,323 -82%
DT
184
Diversified Trust
Tennessee
$21.5K +$23.2K +713 New
Neuberger Berman Group
185
Neuberger Berman Group
New York
$21.3K -$18.4K -566 -44%
QWM
186
Quadcap Wealth Management
Texas
$21.1K +$2.47K +76 +12%
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$21K -$1.01K -31 -4%
CFC
188
Coyle Financial Counsel
Illinois
$20.5K
DWP
189
Daymark Wealth Partners
Ohio
$19.8K -$814 -25 -4%
RWP
190
RWA Wealth Partners
Massachusetts
$19.7K
HA
191
Herold Advisors
New York
$19.6K
FI
192
FWG Investments
Kentucky
$19.2K
CFG
193
Cooper Financial Group
California
$19.2K +$20.6K +634 New
AWM
194
Angeles Wealth Management
California
$18.9K +$20.3K +625 New
IAA
195
Independent Advisor Alliance
North Carolina
$18.4K -$1.59K -49 -7%
Ameriprise
196
Ameriprise
Minnesota
$18.3K -$17.2K -528 -47%
C
197
Certuity
Florida
$18K +$98 +3 +0.5%
AB
198
Amalgamated Bank
New York
$18K -$18.4K -566 -48%
ISL
199
Ingalls & Snyder LLC
New York
$18K -$3.26K -100 -14%
PCM
200
Prelude Capital Management
New York
$17.8K +$19.1K +588 New

CHPT Hedge Fund Activity: Q2 2024 in Review

333 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ChargePoint (CHPT) for Q2 2024, worth a combined $296M — up 0.22% from $295M a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of CHPT and 48 opened new positions — a net loss of 26 holders — while 93 trimmed existing stakes and 104 added.

The largest buyer was BlackRock, adding an estimated $20.4M. The largest seller was Citigroup, cutting an estimated $11.1M.

  • 333 institutional investors held ChargePoint (CHPT) as of Q2 2024, down from 364 in Q1 2024.
  • Funds reported $296M of ChargePoint stock for Q2 2024, up 0.22% quarter-over-quarter.
  • 48 funds opened new ChargePoint positions in Q2 2024 and 74 closed out, a net change of -26 holders.
  • The largest ChargePoint buyer in Q2 2024 was BlackRock, an estimated $20.4M added.
  • The largest ChargePoint seller in Q2 2024 was Citigroup, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2024.