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ChargePoint

317 hedge funds and large institutions have $233M invested in ChargePoint in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 68 increasing their positions, 111 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more call options, than puts

Call options by funds: $63.9M | Put options by funds: $25.3M

0.33% less ownership

Funds ownership: 2.3%1.97% (-0.33%)

5% less funds holding

Funds holding: 333317 (-16)

21% less capital invested

Capital invested by funds: $296M → $233M (-$62.3M)

27% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 44

39% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 111

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
317
Holders Change
-16
Holders Change %
-4.8%
% of All Funds
4.55%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
32
Increased
68
Reduced
111
Closed
44
Calls
$63.9M
Puts
$25.3M
Net Calls
+$38.6M
Net Calls Change
-$35.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
176
Beacon Pointe Advisors
California
$18.5K -$7.86K -226 -25%
CW
177
CreativeOne Wealth
Kansas
$18.5K +$23.5K +675 New
BCM
178
Brookstone Capital Management
Illinois
$18.4K +$4.97K +143 +27%
IC
179
IEQ Capital
California
$18.1K -$1.98K -57 -8%
RWP
180
RWA Wealth Partners
Massachusetts
$17.9K
AFS
181
AFG Fiduciary Services
Massachusetts
$17.8K +$23.1K +665 New
HA
182
Herold Advisors
New York
$17.8K
GAM
183
Gotham Asset Management
New York
$17.6K -$151K -4,334 -87%
FI
184
FWG Investments
Kentucky
$17.4K
QWM
185
Quadcap Wealth Management
Texas
$17.1K -$2.64K -76 -11%
GS
186
GTS Securities
New York
$17K +$21.6K +622 New
AB
187
Amalgamated Bank
New York
$17K
CFG
188
Cooper Financial Group
California
$16.9K -$556 -16 -3%
C
189
Certuity
Florida
$16.3K
ORC
190
O'Rourke & Company
Massachusetts
$16.2K -$10.1K -291 -33%
ISL
191
Ingalls & Snyder LLC
New York
$16K
IAA
192
Independent Advisor Alliance
North Carolina
$15.9K -$1.04K -30 -5%
G
193
Gainplan
Michigan
$15.9K
MMA
194
Miracle Mile Advisors
California
$15.7K
TWM
195
Tradition Wealth Management
Minnesota
$15.5K
AWS
196
Atria Wealth Solutions
New York
$15.2K
PVI
197
Pine Valley Investments
New Jersey
$13.9K -$1.04K -30 -6%
HIM
198
Hanlon Investment Management
New Jersey
$13.7K
SPIA
199
Steward Partners Investment Advisory
New York
$13.3K -$2.64K -76 -14%
US Bancorp
200
US Bancorp
Minnesota
$12.3K +$6.05K +174 +64%

CHPT Hedge Fund Activity: Q3 2024 in Review

317 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ChargePoint (CHPT) for Q3 2024, worth a combined $233M — down 21% from $296M a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of CHPT and 32 opened new positions — a net loss of 12 holders — while 111 trimmed existing stakes and 68 added.

The largest buyer was Northern Trust, adding an estimated $2.93M. The largest seller was Antara Capital, exiting entirely with an estimated $29.4M sold.

  • 317 institutional investors held ChargePoint (CHPT) as of Q3 2024, down from 333 in Q2 2024.
  • Funds reported $233M of ChargePoint stock for Q3 2024, down 21% quarter-over-quarter.
  • 32 funds opened new ChargePoint positions in Q3 2024 and 44 closed out, a net change of -12 holders.
  • The largest ChargePoint buyer in Q3 2024 was Northern Trust, an estimated $2.93M added.
  • The largest ChargePoint seller in Q3 2024 was Antara Capital, an estimated $29.4M sold.

Based on aggregated 13F filings for Q3 2024.