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CenterPoint Energy
CNP

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: 581 → 538 (-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: 6 → 2 (-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

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$269M
2
PP
Prudential plc
United Kingdom
+$76.2M
3
EIP
Epoch Investment Partners
New York
+$72.1M
4
CIA
ClearBridge Investments (Australia)
Australia
+$44.2M
5
State Street
State Street
Massachusetts
+$39.1M

Top Sellers

1
ZP
Zimmer Partners
New York
-$213M
2
Invesco
Invesco
Georgia
-$91.2M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
-$83.6M
4
Citadel Advisors
Citadel Advisors
Florida
-$80.5M
5
BPSG
Brookfield Public Securities Group
New York
-$51.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
351
Bridgewater Associates
Connecticut
$231K +$343K +14,958 New
ALAM
352
Asahi Life Asset Management
Japan
$231K +$343K +14,970 New
PFGIA
353
Patriot Financial Group Insurance Agency
Massachusetts
$226K +$77.7K +3,388 +30%
AIL
354
AGF Investments LLC
Ontario, Canada
$225K +$59.8K +2,605 +22%
ASN
355
Advisory Services Network
Georgia
$222K +$49.5K +2,159 +18%
Man Group
356
Man Group
United Kingdom
$221K -$1.99M -86,650 -86%
CI
357
Cigna Investments
Connecticut
$218K +$19.5K +850 +6%
EOJOAM
358
E. Ohman J:or Asset Management
Sweden
$218K -$335K -14,600 -51%
RIL
359
Rothschild Investment LLC
Illinois
$216K +$321K +13,998 New
NA
360
NewEdge Advisors
Louisiana
$214K +$317K +13,822 New
SB
361
Simmons Bank
Arkansas
$212K +$315K +13,726 New
BUB
362
BBVA USA Bancshares
Texas
$211K +$253K +11,017 +414%
KA
363
Kintegral Advisory
New York
$205K +$34K +1,483 +13%
EH
364
Employers Holdings
Nevada
$204K -$13.1K -570 -4%
FT
365
Fiduciary Trust
Massachusetts
$203K -$16.9K -737 -5%
KIA
366
KCM Investment Advisors
California
$202K -$3.44K -150 -1%
AF
367
Advisornet Financial
Minnesota
$202K +$4.91K +214 +2%
AIM
368
Anchor Investment Management
South Carolina
$197K +$23.7K +1,031 +9%
CIC
369
Carnegie Investment Counsel
Ohio
$192K -$11.5K -500 -4%
MA
370
Mutual Advisors
Nebraska
$187K +$70K +3,053 +34%
PA
371
Parallel Advisors
California
$187K +$185K +8,044 +198%
LNWWM
372
Laird Norton Wetherby Wealth Management
California
$186K +$73.2K +3,189 +36%
Baird Financial Group
373
Baird Financial Group
Wisconsin
$185K -$31.2K -1,361 -10%
RC
374
RegentAtlantic Capital
New Jersey
$185K -$20.1K -876 -7%
FFN
375
Focus Financial Network
Minnesota
$184K +$20.2K +882 +8%
13 14
15
16 17

CNP Hedge Fund Activity: Q1 2020 in Review

538 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in CenterPoint Energy (CNP) for Q1 2020, worth a combined $6.49B — down 44% from $11.5B a quarter earlier.

Sellers outnumbered buyers: 116 funds closed out of CNP and 80 opened new positions — a net loss of 36 holders — while 184 trimmed existing stakes and 201 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $269M. The largest seller was Zimmer Partners, cutting an estimated $213M.

  • 538 institutional investors held CenterPoint Energy (CNP) as of Q1 2020, down from 581 in Q4 2019.
  • Funds reported $6.49B of CenterPoint Energy stock for Q1 2020, down 44% quarter-over-quarter.
  • 80 funds opened new CenterPoint Energy positions in Q1 2020 and 116 closed out, a net change of -36 holders.
  • The largest CenterPoint Energy buyer in Q1 2020 was T. Rowe Price Associates, an estimated $269M added.
  • The largest CenterPoint Energy seller in Q1 2020 was Zimmer Partners, an estimated $213M sold.

Based on aggregated 13F filings for Q1 2020.