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CenterPoint Energy

599 hedge funds and large institutions have $15.4B invested in CenterPoint Energy in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 199 increasing their positions, 220 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $21.7M | Put options by funds: $15.2M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

1.2% more ownership

Funds ownership: 89.53%90.73% (+1.2%)

0% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 58

10% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 220

2% less funds holding

Funds holding: 609599 (-10)

7% less capital invested

Capital invested by funds: $16.5B → $15.4B (-$1.1B)

Holders
599
Holders Change
-10
Holders Change %
-1.64%
% of All Funds
9.51%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
58
Increased
199
Reduced
220
Closed
58
Calls
$21.7M
Puts
$15.2M
Net Calls
+$6.47M
Net Calls Change
-$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
351
Anchor Investment Management
South Carolina
$358K
IC
352
IEQ Capital
California
$358K +$101K +3,493 +36%
IA
353
Inspire Advisors
Idaho
$356K +$26K +900 +7%
Carson Wealth (CWM LLC)
354
Carson Wealth (CWM LLC)
Nebraska
$353K +$9.07K +314 +2%
JCM
355
Jacobi Capital Management
Pennsylvania
$347K +$520 +18 +0.1%
CB
356
Cadence Bank
Mississippi
$347K
ACP
357
Aveo Capital Partners
Colorado
$340K -$12.9K -446 -3%
BPA
358
Beacon Pointe Advisors
California
$339K +$70.4K +2,437 +24%
ILI
359
Invesco LLC (Illinois)
Illinois
$337K
SPA
360
Sherbrooke Park Advisers
New York
$335K -$307K -10,641 -46%
MYIA
361
Mount Yale Investment Advisors
Colorado
$334K -$21.4K -739 -6%
HBT
362
Heartland Bank & Trust
Illinois
$329K +$5.2K +180 +1%
ACA
363
Atlas Capital Advisors
Wyoming
$326K -$35.5K -1,227 -9%
AAS
364
Avantax Advisory Services
Texas
$321K +$16.6K +573 +5%
ACM
365
Aquatic Capital Management
Illinois
$314K +$338K +11,700 New
TPCW
366
TD Private Client Wealth
New York
$312K -$262K -9,050 -44%
USCWA
367
U.S. Capital Wealth Advisors
Texas
$306K +$376 +13 +0.1%
LFA
368
Legacy Financial Advisors
Kentucky
$298K +$2.46K +85 +0.8%
KAS
369
Kestra Advisory Services
Texas
$297K -$363K -12,565 -53%
VA
370
Vident Advisory
Georgia
$294K +$317K +10,961 New
Rockefeller Capital Management
371
Rockefeller Capital Management
New York
$290K +$61.1K +2,114 +24%
LNWWM
372
Laird Norton Wetherby Wealth Management
California
$290K -$3.9K -135 -1%
MCM
373
MAI Capital Management
Ohio
$285K +$17K +587 +6%
MG
374
Mather Group
Illinois
$284K -$27.1K -939 -8%
CCA
375
Checchi Capital Advisers
California
$282K +$12.4K +428 +4%

CNP Hedge Fund Activity: Q3 2023 in Review

599 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in CenterPoint Energy (CNP) for Q3 2023, worth a combined $15.4B — down 6.7% from $16.5B a quarter earlier.

Fund positioning in CNP was balanced in Q3 2023: 58 funds opened new positions, 58 closed out, 199 added to existing stakes and 220 trimmed.

The largest buyer was Capital International Investors, adding an estimated $375M. The largest seller was Citadel Advisors, cutting an estimated $122M.

  • 599 institutional investors held CenterPoint Energy (CNP) as of Q3 2023, down from 609 in Q2 2023.
  • Funds reported $15.4B of CenterPoint Energy stock for Q3 2023, down 6.7% quarter-over-quarter.
  • 58 funds opened new CenterPoint Energy positions in Q3 2023 and 58 closed out, a net change of 0 holders.
  • The largest CenterPoint Energy buyer in Q3 2023 was Capital International Investors, an estimated $375M added.
  • The largest CenterPoint Energy seller in Q3 2023 was Citadel Advisors, an estimated $122M sold.

Based on aggregated 13F filings for Q3 2023.