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ChargePoint

380 hedge funds and large institutions have $787M invested in ChargePoint in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 138 increasing their positions, 90 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 90

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

0.13% less ownership

Funds ownership: 2.33%2.2% (-0.13%)

4% less funds holding

Funds holding: 394380 (-14)

22% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 55

36% less call options, than puts

Call options by funds: $157M | Put options by funds: $244M

46% less capital invested

Capital invested by funds: $1.45B → $787M (-$660M)

Holders
380
Holders Change
-14
Holders Change %
-3.55%
% of All Funds
6.03%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
43
Increased
138
Reduced
90
Closed
55
Calls
$157M
Puts
$244M
Net Calls
-$87.6M
Net Calls Change
-$190M
Name Holding Trade Value Shares
Change
Change in
Stake
URS
201
Utah Retirement Systems
Utah
$75.5K +$725 +5 +0.7%
IAA
202
Independent Advisor Alliance
North Carolina
$73.9K -$14.8K -102 -12%
IA
203
IFP Advisors
Florida
$72.5K +$1.01K +7 +1%
LCWP
204
Legacy Capital Wealth Partners
Arkansas
$72.1K +$105K +725 New
FAM
205
Flaharty Asset Management
Florida
$68.8K +$101K +693 New
SIS
206
Strategic Investment Solutions
Illinois
$68.5K +$67.4K +465 +5,813%
CWM
207
Core Wealth Management
Florida
$67.8K
VPIM
208
Vanguard Personalized Indexing Management
California
$66.3K +$23.8K +164 +33%
RIL
209
Rothschild Investment LLC
Illinois
$66K
PWAG
210
Polaris Wealth Advisory Group
California
$65.4K +$95.4K +658 New
IWC
211
Integrated Wealth Concepts
Massachusetts
$65.4K +$95.4K +658 New
PA
212
Pinnacle Associates
New York
$65.2K +$95.2K +656 New
LSPW
213
Lake Street Private Wealth
Illinois
$65.1K
EH
214
Equitable Holdings
New York
$65.1K +$12.3K +85 +15%
PVI
215
Pine Valley Investments
New Jersey
$64.6K -$18.1K -125 -16%
HA
216
Herold Advisors
New York
$64.6K
NA
217
NewEdge Advisors
Louisiana
$64K -$24.7K -170 -21%
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$63K -$253K -1,743 -73%
M&T Bank
219
M&T Bank
New York
$61.9K +$91.1K +628 New
SEI Investments
220
SEI Investments
Pennsylvania
$61.1K +$7.98K +55 +10%
BPC
221
Banque Pictet & Cie
Switzerland
$59.6K +$7.25K +50 +9%
HCM
222
Hollencrest Capital Management
California
$59.6K +$87K +600 New
PI
223
PFG Investments
New York
$58.3K -$8.7K -60 -9%
QCM
224
QRG Capital Management
Illinois
$58.2K +$85K +586 New
IWM
225
IHT Wealth Management
Illinois
$58.1K -$96.9K -668 -53%