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CenterPoint Energy

558 hedge funds and large institutions have $11.2B invested in CenterPoint Energy in 2020 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 162 increasing their positions, 194 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 49

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

13% more capital invested

Capital invested by funds: $9.89B → $11.2B (+$1.29B)

10% more funds holding

Funds holding: 505558 (+53)

0.49% more ownership

Funds ownership: 94.28%94.77% (+0.49%)

16% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 194

23% less call options, than puts

Call options by funds: $22M | Put options by funds: $28.6M

Holders
558
Holders Change
+53
Holders Change %
+10.5%
% of All Funds
9.87%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
107
Increased
162
Reduced
194
Closed
49
Calls
$22M
Puts
$28.6M
Net Calls
-$6.65M
Net Calls Change
+$161M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
351
Independent Advisor Alliance
North Carolina
$287K -$39.3K -1,771 -12%
DCM
352
Dupont Capital Management
Delaware
$284K -$34.6K -1,561 -11%
CAN
353
Cetera Advisor Networks
California
$281K -$9.33K -421 -3%
SB
354
Simmons Bank
Arkansas
$281K
KA
355
Kintegral Advisory
New York
$278K
HIS
356
Horizon Investment Services
Indiana
$277K -$9K -406 -3%
AWS
357
AJ Wealth Strategies
New York
$274K +$1.84K +83 +0.7%
LNWWM
358
Laird Norton Wetherby Wealth Management
California
$272K +$31.3K +1,414 +13%
FB
359
Fulton Bank
Pennsylvania
$270K -$5.21K -235 -2%
GI
360
GS Investments
Minnesota
$269K -$67.3K -3,037 -20%
GRP
361
Global Retirement Partners
California
$261K -$26.9K -1,215 -9%
Rafferty Asset Management
362
Rafferty Asset Management
New York
$261K +$267K +12,050 New
BBVA
363
Banco Bilbao Vizcaya Argentaria
Spain
$257K +$34K +1,532 +15%
NA
364
NewEdge Advisors
Louisiana
$256K +$7.34K +331 +3%
MCM
365
MAI Capital Management
Ohio
$256K +$39.5K +1,782 +18%
TF
366
TIAA FSB
Florida
$253K +$259K +11,702 New
LIA
367
LS Investment Advisors
Michigan
$242K -$130K -5,882 -34%
IA
368
IFP Advisors
Florida
$240K -$44.5K -2,007 -15%
EOJOAM
369
E. Ohman J:or Asset Management
Sweden
$238K -$275K -12,400 -53%
BFS
370
Bard Financial Services
Connecticut
$233K +$239K +10,770 New
ACM
371
Argyle Capital Management
Pennsylvania
$229K
AWA
372
Acorn Wealth Advisors
Michigan
$226K -$35.2K -1,589 -13%
RG
373
Renaissance Group
Kentucky
$225K +$231K +10,419 New
RJT
374
Raymond James Trust
Florida
$222K -$34.8K -1,570 -13%
MA
375
MUFG Americas
New York
$222K +$227K +10,237 New