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CenterPoint Energy

528 hedge funds and large institutions have $8.94B invested in CenterPoint Energy in 2020 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 155 increasing their positions, 212 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

38% more capital invested

Capital invested by funds: $6.49B → $8.94B (+$2.44B)

4.53% more ownership

Funds ownership: 83.56%88.1% (+4.5%)

9% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 87

2% less funds holding

Funds holding: 538528 (-10)

27% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 212

90% less call options, than puts

Call options by funds: $25.3M | Put options by funds: $259M

Holders
528
Holders Change
-10
Holders Change %
-1.86%
% of All Funds
10.83%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.14%
New
79
Increased
155
Reduced
212
Closed
87
Calls
$25.3M
Puts
$259M
Net Calls
-$233M
Net Calls Change
-$230M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
326
ClearBridge Investments
New York
$302K -$393K -22,840 -59%
CFSG
327
Community Financial Services Group
Vermont
$300K -$22.4K -1,302 -8%
FMC
328
First Merchants Corp
Indiana
$292K -$3.1K -180 -1%
CBN
329
Cadence Bank NA
Texas
$288K
SW
330
SteelPeak Wealth
California
$285K +$263K +15,278 New
HIS
331
Horizon Investment Services
Indiana
$274K -$17K -988 -6%
JWCA
332
J.W. Cole Advisors
Florida
$271K +$250K +14,491 New
PAM
333
Paradigm Asset Management
New York
$266K +$246K +14,250 New
CAN
334
Cetera Advisor Networks
California
$252K -$32.6K -1,895 -12%
KRSITF
335
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$250K -$31.5K -1,827 -12%
FT
336
Fiduciary Trust
Massachusetts
$249K +$3.72K +216 +2%
RIL
337
Rothschild Investment LLC
Illinois
$248K -$12K -698 -5%
KA
338
Kintegral Advisory
New York
$247K
SB
339
Simmons Bank
Arkansas
$244K -$11.2K -649 -5%
Rafferty Asset Management
340
Rafferty Asset Management
New York
$243K +$225K +13,034 New
Two Sigma Advisers
341
Two Sigma Advisers
New York
$241K -$2.04M -118,300 -90%
GRP
342
Global Retirement Partners
California
$240K +$31.6K +1,832 +17%
IA
343
IFP Advisors
Florida
$236K -$73.1K -4,241 -25%
Balyasny Asset Management
344
Balyasny Asset Management
Illinois
$234K +$216K +12,510 New
Assenagon Asset Management
345
Assenagon Asset Management
Luxembourg
$233K +$215K +12,499 New
AF
346
Advisornet Financial
Minnesota
$232K -$10.9K -632 -5%
CIC
347
Carnegie Investment Counsel
Ohio
$232K
ONB
348
Old National Bancorp
Indiana
$231K +$213K +12,382 New
IRF
349
IBM Retirement Fund
New York
$220K +$224 +13 +0.1%
MCP
350
Martin Capital Partners
Oregon
$219K -$327 -19 -0.2%