We are live on ! Find out more
CNP icon

CenterPoint Energy
CNP

618 hedge funds and large institutions have $17.8B invested in CenterPoint Energy in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 199 increasing their positions, 221 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $44.3M | Put options by funds: $23M

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

5% less capital invested

Capital invested by funds: $18.7B → $17.8B (-$874M)

8% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 78

10% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 221

1.34% less ownership

Funds ownership: 94.15% → 92.81% (-1.3%)

2% less funds holding

Funds holding: 628 → 618 (-10)

Holders
618
Holders Change
-10
Holders Change %
-1.59%
% of All Funds
8.87%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
72
Increased
199
Reduced
221
Closed
78
Calls
$44.3M
Puts
$23M
Net Calls
+$21.3M
Net Calls Change
+$2.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$346M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$148M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
+$132M
4
Boston Partners
Boston Partners
Massachusetts
+$110M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$78.8M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$332M
2
Citadel Advisors
Citadel Advisors
Florida
-$162M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$146M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$140M
5
BC
Brookfield Corp
Ontario, Canada
-$85.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SDIC
351
South Dakota Investment Council
South Dakota
$385K +$367K +13,100 New
Northwestern Mutual Wealth Management
352
Northwestern Mutual Wealth Management
Wisconsin
$383K +$47.8K +1,709 +15%
AP
353
Americana Partners
Texas
$380K +$171K +6,100 +90%
WWM
354
Waterway Wealth Management
Texas
$376K +$812 +29 +0.2%
FB
355
Fulton Bank
Pennsylvania
$373K +$108K +3,862 +44%
UCFA
356
United Capital Financial Advisors
Texas
$373K -$55.8K -1,995 -14%
JF
357
Jump Financial
Illinois
$369K +$351K +12,536 New
CB
358
Cadence Bank
Mississippi
$369K -$10.8K -385 -3%
AG
359
Advocate Group
Minnesota
$356K – – –
FDCDDQ
360
Federation des caisses Desjardins du Quebec
Quebec, Canada
$355K -$958K -34,232 -74%
MFG
361
Merit Financial Group
Georgia
$353K -$17.6K -628 -5%
ACA
362
Atlas Capital Advisors
Wyoming
$342K +$32.4K +1,157 +11%
Capstone Investment Advisors
363
Capstone Investment Advisors
New York
$339K -$91.4K -3,265 -22%
Envestnet Portfolio Solutions
364
Envestnet Portfolio Solutions
Illinois
$338K -$15.1K -540 -4%
FHB
365
First Hawaiian Bank
Hawaii
$334K +$90.5K +3,233 +40%
FWM
366
Finer Wealth Management
Massachusetts
$325K – – –
MCM
367
MAI Capital Management
Ohio
$320K +$1.06K +38 +0.4%
ETC
368
Exchange Traded Concepts
Oklahoma
$319K -$384K -13,719 -56%
HBT
369
Heartland Bank & Trust
Illinois
$317K -$22.1K -789 -7%
Carson Wealth (CWM LLC)
370
Carson Wealth (CWM LLC)
Nebraska
$316K -$19.3K -689 -6%
EF
371
Empowered Funds
Pennsylvania
$311K +$22.6K +809 +8%
RFC
372
Regions Financial Corp
Alabama
$308K +$47K +1,679 +19%
SC
373
Searle & Co
Connecticut
$304K – – –
William Blair & Company
374
William Blair & Company
Illinois
$298K -$104K -3,706 -27%
RG
375
Renaissance Group
Kentucky
$298K – – –
13 14
15
16 17

CNP Hedge Fund Activity: Q3 2024 in Review

618 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in CenterPoint Energy (CNP) for Q3 2024, worth a combined $17.8B — down 4.7% from $18.7B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of CNP and 72 opened new positions — a net loss of 6 holders — while 221 trimmed existing stakes and 199 added.

The largest buyer was Fidelity Investments, adding an estimated $346M. The largest seller was Capital Research Global Investors, cutting an estimated $332M.

  • 618 institutional investors held CenterPoint Energy (CNP) as of Q3 2024, down from 628 in Q2 2024.
  • Funds reported $17.8B of CenterPoint Energy stock for Q3 2024, down 4.7% quarter-over-quarter.
  • 72 funds opened new CenterPoint Energy positions in Q3 2024 and 78 closed out, a net change of -6 holders.
  • The largest CenterPoint Energy buyer in Q3 2024 was Fidelity Investments, an estimated $346M added.
  • The largest CenterPoint Energy seller in Q3 2024 was Capital Research Global Investors, an estimated $332M sold.

Based on aggregated 13F filings for Q3 2024.