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ChargePoint

360 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, 108 increasing their positions, 97 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
-17
Holders Change %
-4.51%
% of All Funds
5.22%
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
108
Reduced
97
Closed
64
Calls
$58.6M
Puts
$22.9M
Net Calls
+$35.7M
Net Calls Change
-$43.9M
Name Holding Trade Value Shares
Change
Shares
Change %
HA
201
Herold Advisors
New York
$24.7K
MSRPS
202
Maryland State Retirement & Pension System
Maryland
$24.5K
FI
203
FWG Investments
Kentucky
$24.1K -$949 -25 -4%
QWM
204
Quadcap Wealth Management
Texas
$23.7K -$190 -5 -0.8%
TWM
205
Tradition Wealth Management
Minnesota
$23.1K +$14.8K +389 +178%
HCM
206
Hollencrest Capital Management
California
$22.8K
C
207
Certuity
Florida
$22.6K +$22.6K +594 New
Prudential Financial
208
Prudential Financial
New Jersey
$22.5K +$2.24K +59 +11%
TC
209
TownSquare Capital
Utah
$22.1K -$1.75K -46 -7%
Mercer Global Advisors
210
Mercer Global Advisors
Colorado
$22K +$22K +582 New
LNC
211
Lincoln National Corp
Pennsylvania
$21.8K -$12K -316 -36%
MMA
212
Miracle Mile Advisors
California
$21.8K +$21.8K +574 New
BCI
213
Brinker Capital Investments
Pennsylvania
$21.7K +$21.7K +572 New
OPS
214
Orion Portfolio Solutions
Nebraska
$21.7K +$21.7K +572 New
CIBC Asset Management
215
CIBC Asset Management
Ontario, Canada
$21.6K -$380 -10 -2%
PVI
216
Pine Valley Investments
New Jersey
$21.3K -$27.7K -728 -57%
AWS
217
Atria Wealth Solutions
New York
$21.1K -$12.1K -319 -37%
IWM
218
IHT Wealth Management
Illinois
$20.7K +$1.48K +39 +8%
CFC
219
Coyle Financial Counsel
Illinois
$20.5K +$20.5K +540 New
G
220
Gainplan
Michigan
$20.4K +$20.4K +538 New
Truist Financial
221
Truist Financial
North Carolina
$20.4K -$2.85K -75 -12%
BP
222
Ballentine Partners
Massachusetts
$20.2K -$7.68K -202 -28%
M
223
Mirova
France
$19.5K
ECG
224
Edge Capital Group
Georgia
$19.5K +$19.5K +512 New
AAS
225
Avantax Advisory Services
Texas
$19.4K -$157K -4,137 -89%