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ChargePoint

400 hedge funds and large institutions have $1.36B invested in ChargePoint in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 127 increasing their positions, 102 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $294M | Put options by funds: $163M

25% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 102

2% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 58

0.35% less ownership

Funds ownership: 2.25%1.91% (-0.35%)

2% less funds holding

Funds holding: 410400 (-10)

7% less capital invested

Capital invested by funds: $1.47B → $1.36B (-$104M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
400
Holders Change
-10
Holders Change %
-2.44%
% of All Funds
6.37%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
59
Increased
127
Reduced
102
Closed
58
Calls
$294M
Puts
$163M
Net Calls
+$131M
Net Calls Change
-$8.56M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
201
Scotia Capital
Ontario, Canada
$194K +$6.97K +32 +4%
MFG
202
Magnus Financial Group
New York
$192K +$653 +3 +0.3%
Prudential Financial
203
Prudential Financial
New Jersey
$192K +$1.09K +5 +0.5%
DWT
204
Dorsey & Whitney Trust
South Dakota
$191K +$4.36K +20 +2%
VPIM
205
Vanguard Personalized Indexing Management
California
$182K -$76.7K -352 -29%
MSRPS
206
Maryland State Retirement & Pension System
Maryland
$180K
QCM
207
Qsemble Capital Management
New York
$178K +$56.6K +260 +44%
MWM
208
Meridian Wealth Management
Kentucky
$178K -$17.9K -82 -9%
Two Sigma Advisers
209
Two Sigma Advisers
New York
$176K +$183K +840 New
WC
210
Weil Company
California
$175K
SPIA
211
Steward Partners Investment Advisory
New York
$174K +$1.31K +6 +0.7%
Corient Private Wealth
212
Corient Private Wealth
Florida
$171K -$4.14K -19 -2%
IAIM
213
International Assets Investment Management
Florida
$169K -$20.9K -96 -11%
OTL
214
Oak Thistle LLC
New York
$169K +$176K +807 New
MIM
215
MetLife Investment Management
New Jersey
$161K +$436 +2 +0.3%
CIBC Private Wealth Group
216
CIBC Private Wealth Group
Georgia
$160K -$30.9K -142 -16%
PRC
217
Pearl River Capital
Michigan
$157K +$164K +751 New
SWP
218
Stratos Wealth Partners
Ohio
$156K -$314K -1,440 -66%
CS
219
Capital Square
Tennessee
$152K +$2.18K +10 +1%
NA
220
NewEdge Advisors
Louisiana
$150K -$30.5K -140 -16%
BBVA
221
Banco Bilbao Vizcaya Argentaria
Spain
$145K -$6.32K -29 -4%
PCM
222
Prelude Capital Management
New York
$144K -$92.6K -425 -38%
OR
223
Olympiad Research
Connecticut
$144K +$150K +690 New
BRWA
224
B. Riley Wealth Advisors
Florida
$144K -$34.6K -159 -19%
CWM
225
Core Wealth Management
Florida
$143K +$149K +682 New