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ChargePoint

364 hedge funds and large institutions have $295M invested in ChargePoint in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 109 increasing their positions, 98 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $58.6M | Put options by funds: $22.9M

11% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 98

0.08% more ownership

Funds ownership: 1.77%1.85% (+0.08%)

5% less funds holding

Funds holding: 382364 (-18)

15% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 65

15% less capital invested

Capital invested by funds: $349M → $295M (-$53.9M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
364
Holders Change
-18
Holders Change %
-4.71%
% of All Funds
5.24%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
55
Increased
109
Reduced
98
Closed
65
Calls
$58.6M
Puts
$22.9M
Net Calls
+$35.7M
Net Calls Change
-$43.9M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
201
Independent Advisor Alliance
North Carolina
$25.1K -$13.2K -337 -34%
RWP
202
RWA Wealth Partners
Massachusetts
$24.8K
HA
203
Herold Advisors
New York
$24.7K
MSRPS
204
Maryland State Retirement & Pension System
Maryland
$24.5K
FI
205
FWG Investments
Kentucky
$24.1K -$981 -25 -4%
QWM
206
Quadcap Wealth Management
Texas
$23.7K -$196 -5 -0.8%
TWM
207
Tradition Wealth Management
Minnesota
$23.1K +$15.3K +389 +178%
HCM
208
Hollencrest Capital Management
California
$22.8K
C
209
Certuity
Florida
$22.6K +$23.3K +594 New
Prudential Financial
210
Prudential Financial
New Jersey
$22.5K +$2.31K +59 +11%
TC
211
TownSquare Capital
Utah
$22.1K -$1.8K -46 -7%
Mercer Global Advisors
212
Mercer Global Advisors
Colorado
$22K +$22.8K +582 New
LNC
213
Lincoln National Corp
Pennsylvania
$21.8K -$12.4K -316 -36%
MMA
214
Miracle Mile Advisors
California
$21.8K +$22.5K +574 New
BCI
215
Brinker Capital Investments
Pennsylvania
$21.7K +$22.4K +572 New
OPS
216
Orion Portfolio Solutions
Nebraska
$21.7K +$22.4K +572 New
CIBC Asset Management
217
CIBC Asset Management
Ontario, Canada
$21.6K -$392 -10 -2%
PVI
218
Pine Valley Investments
New Jersey
$21.3K -$28.6K -728 -57%
AWS
219
Atria Wealth Solutions
New York
$21.1K -$12.5K -319 -37%
IWM
220
IHT Wealth Management
Illinois
$20.7K +$1.53K +39 +8%
CFC
221
Coyle Financial Counsel
Illinois
$20.5K +$21.2K +540 New
G
222
Gainplan
Michigan
$20.4K +$21.1K +538 New
Truist Financial
223
Truist Financial
North Carolina
$20.4K -$2.94K -75 -12%
BP
224
Ballentine Partners
Massachusetts
$20.2K -$7.92K -202 -28%
M
225
Mirova
France
$19.5K