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CenterPoint Energy

538 hedge funds and large institutions have $6.49B invested in CenterPoint Energy in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 201 increasing their positions, 184 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 184

0.78% less ownership

Funds ownership: 84.35%83.56% (-0.78%)

7% less funds holding

Funds holding: 581538 (-43)

15% less call options, than puts

Call options by funds: $20M | Put options by funds: $23.6M

31% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 116

44% less capital invested

Capital invested by funds: $11.5B → $6.49B (-$5.05B)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
538
Holders Change
-43
Holders Change %
-7.4%
% of All Funds
11.86%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
80
Increased
201
Reduced
184
Closed
116
Calls
$20M
Puts
$23.6M
Net Calls
-$3.6M
Net Calls Change
-$5.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
301
Northwestern Mutual Wealth Management
Wisconsin
$381K +$91.9K +4,007 +19%
QI
302
QS Investors
New York
$379K -$816K -35,575 -59%
TF
303
TIAA FSB
Florida
$378K -$79.1K -3,447 -12%
WCM
304
Windsor Capital Management
Arizona
$378K +$8.24K +359 +1%
VIA
305
Vident Investment Advisory
Georgia
$367K -$572K -24,922 -51%
AHC
306
Adell Harriman & Carpenter
Texas
$366K -$32.1K -1,400 -6%
DCM
307
Dupont Capital Management
Delaware
$356K +$488K +21,292 +1,236%
Nordea Investment Management
308
Nordea Investment Management
Sweden
$348K
CA
309
Cetera Advisors
Colorado
$348K +$150K +6,550 +41%
YMRC
310
Yorktown Management & Research Company
Virginia
$341K -$252K -11,000 -33%
IMRF
311
Illinois Municipal Retirement Fund
Illinois
$334K -$92.5K -4,032 -16%
LSERS
312
Louisiana State Employees Retirement System
Louisiana
$331K -$57.4K -2,500 -10%
Qube Research & Technologies (QRT)
313
Qube Research & Technologies (QRT)
United Kingdom
$330K +$490K +21,373 New
SFS
314
Sowell Financial Services
Arkansas
$329K +$286K +12,469 +141%
M&T Bank
315
M&T Bank
New York
$323K -$101K -4,422 -17%
HA
316
H2O AM
United Kingdom
$323K +$480K +20,933 New
TRCT
317
Tower Research Capital (TRC)
New York
$321K +$473K +20,607 +12,799%
MGWM
318
Marks Group Wealth Management
Minnesota
$321K +$481K +20,963 New
S
319
Seeyond
France
$313K -$285K -12,435 -13%
VCS
320
Vaughan & Co Securities
New Jersey
$309K -$3.83K -167 -0.8%
FBFS
321
First Business Financial Services
Wisconsin
$301K -$10.1K -442 -2%
AP
322
Advisor Partners
California
$298K +$171K +7,435 +62%
JCM
323
Jacobi Capital Management
Pennsylvania
$297K +$35.9K +1,566 +9%
CB
324
Commerce Bank
Missouri
$296K +$26.9K +1,171 +7%
AA
325
Argent Advisors
Louisiana
$294K +$411K +17,919 +1,576%