We are live on ! Find out more
CHPT icon

ChargePoint

263 hedge funds and large institutions have $1.81B invested in ChargePoint in 2021 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 109 increasing their positions, 40 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 40

103% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 39

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

17% more funds holding

Funds holding: 224263 (+39)

0.16% less ownership

Funds ownership: 1.56%1.4% (-0.16%)

34% less call options, than puts

Call options by funds: $116M | Put options by funds: $174M

46% less capital invested

Capital invested by funds: $3.33B → $1.81B (-$1.52B)

Holders
263
Holders Change
+39
Holders Change %
+17.41%
% of All Funds
4.6%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
79
Increased
109
Reduced
40
Closed
39
Calls
$116M
Puts
$174M
Net Calls
-$58.6M
Net Calls Change
-$75.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
201
Gerber Kawasaki Wealth & Investment Management
California
$13K +$16.3K +35 New
WT
202
Washington Trust
Rhode Island
$12K +$5.59K +12 +71%
WWMSC
203
Wagner Wealth Management (South Carolina)
South Carolina
$11K
TJHA
204
Thomas J. Herzfeld Advisors
Florida
$11K +$12.1K +26 New
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$10K
SWM
206
Spire Wealth Management
Virginia
$10K
TFS
207
TrustCore Financial Services
Tennessee
$10K +$11.6K +25 New
CT
208
Caldwell Trust
Florida
$9.99K
OC
209
Oakworth Capital
Alabama
$9K
Simplex Trading
210
Simplex Trading
Illinois
$8K
CWA
211
Clearview Wealth Advisors
Oregon
$8K +$2.33K +5 +31%
1IA
212
1834 Investment Advisors
Wisconsin
$8K +$9.31K +20 New
IRC
213
Investors Research Corp
Georgia
$8K +$9.31K +20 New
SC
214
SouthState Corp
Florida
$8K +$9.31K +20 New
HFS
215
Hantz Financial Services
Michigan
$7K +$5.12K +11 +183%
SCA
216
Stonebridge Capital Advisors
Minnesota
$7K +$5.59K +12 +240%
Zurich Cantonal Bank
217
Zurich Cantonal Bank
Switzerland
$7K +$7.91K +17 New
GEA
218
Glen Eagle Advisors
New Jersey
$6.8K
PCG
219
Private Capital Group
Connecticut
$6K -$931 -2 -12%
IC
220
Intersect Capital
California
$6K
AF
221
Advisornet Financial
Minnesota
$6K +$3.26K +7 +78%
FHA
222
First Horizon Advisors
Tennessee
$6K +$3.26K +7 +70%
Bessemer Group
223
Bessemer Group
New Jersey
$6K +$6.52K +14 New
WIM
224
Westside Investment Management
California
$5.82K +$34.9K +75 New
FP
225
Financial Perspectives
Minnesota
$5.8K +$6.98K +15 New