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ChargePoint

342 hedge funds and large institutions have $3.37B invested in ChargePoint in 2021 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 123 increasing their positions, 48 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 41

156% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 48

86% more capital invested

Capital invested by funds: $1.81B → $3.37B (+$1.56B)

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

30% more funds holding

Funds holding: 263342 (+79)

1.27% more ownership

Funds ownership: 1.4%2.67% (+1.3%)

8% less call options, than puts

Call options by funds: $132M | Put options by funds: $143M

Holders
342
Holders Change
+79
Holders Change %
+30.04%
% of All Funds
5.26%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
121
Increased
123
Reduced
48
Closed
41
Calls
$132M
Puts
$143M
Net Calls
-$11.1M
Net Calls Change
+$47.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$150K +$175K +395 New
Deutsche Bank
202
Deutsche Bank
Germany
$140K +$131K +296 +411%
CG
203
Cutler Group
California
$138K +$60.3K +136 +60%
EAM
204
Exos Asset Management
New York
$131K -$116K -262 -43%
SPIA
205
Steward Partners Investment Advisory
New York
$127K +$24.4K +55 +20%
AssetMark Inc
206
AssetMark Inc
California
$126K +$147K +332 New
PA
207
Parallel Advisors
California
$119K -$21.7K -49 -14%
APA
208
American Portfolios Advisors
New York
$116K +$85.5K +193 +171%
HIIFS
209
Harel Insurance Investments & Financial Services
Israel
$97K -$222K -500 -67%
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$96K +$74.9K +169 +201%
SAM
211
Sycomore Asset Management
France
$91K +$114K +257 New
ETC
212
Exchange Traded Concepts
Oklahoma
$86K +$101K +227 New
MLICM
213
Metropolitan Life Insurance Company (MetLife)
New York
$85K +$52.7K +119 +114%
Daiwa Securities Group
214
Daiwa Securities Group
Japan
$84K +$43.4K +98 +80%
CFGS
215
Concourse Financial Group Securities
Alabama
$83K +$37.7K +85 +64%
MMG
216
Monetary Management Group
Missouri
$81K +$39K +88 +70%
ME
217
McIlrath & Eck
Washington
$80K
TRCT
218
Tower Research Capital (TRC)
New York
$67K +$52.3K +118 +207%
TWC
219
TD Waterhouse Canada
Ontario, Canada
$66.8K +$73.6K +166 New
GFPC
220
Global Financial Private Client
Florida
$66.7K +$25.7K +58 +50%
AA
221
Ancora Advisors
Ohio
$60K
HPC
222
HM Payson & Co
Maine
$59K -$19.9K -45 -23%
CWM
223
Cranbrook Wealth Management
Michigan
$57K +$22.2K +50 +50%
SCA
224
Snowden Capital Advisors
New York
$52K +$61.6K +139 New
GWM
225
Geneos Wealth Management
Colorado
$48K +$6.65K +15 +13%