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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
CIC
376
Carnegie Investment Counsel
Ohio
$220K
BCV
377
Banque Cantonale Vaudoise
Switzerland
$219K
LCS
378
Levin Capital Strategies
New York
$216K +$222K +10,000 New
SDAM
379
Shulman DeMeo Asset Management
New York
$214K -$6.21K -280 -3%
DA
380
Doliver Advisors
Texas
$213K +$219K +9,865 New
BUB
381
BBVA USA Bancshares
Texas
$212K -$62.7K -2,828 -22%
WA
382
WealthTrust Axiom
Pennsylvania
$209K -$19.6K -882 -8%
GBBWRPM
383
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$208K +$213K +9,601 New
FFN
384
Focus Financial Network
Minnesota
$205K -$17.7K -800 -8%
NAM
385
NorthCoast Asset Management
Connecticut
$205K +$210K +9,463 New
WPC
386
Waters Parkerson & Co
Louisiana
$204K +$209K +9,425 New
N
387
Natixis
France
$204K +$209K +9,450 New
AIM
388
Anchor Investment Management
South Carolina
$202K -$8.87K -400 -4%
AF
389
Advisornet Financial
Minnesota
$198K -$43.2K -1,948 -18%
ASN
390
Advisory Services Network
Georgia
$186K -$114K -5,159 -38%
AIP
391
Ameritas Investment Partners
Nebraska
$185K
SFS
392
Sowell Financial Services
Arkansas
$184K +$89 +4 +0%
Fifth Third Bancorp
393
Fifth Third Bancorp
Ohio
$182K +$41.8K +1,885 +29%
IA
394
IndexIQ Advisors
New York
$165K +$85.8K +3,872 +104%
IA
395
Inspire Advisors
Idaho
$157K +$161K +7,278 New
Capstone Investment Advisors
396
Capstone Investment Advisors
New York
$134K +$137K +6,179 New
SFPG
397
Stonebridge Financial Planning Group
Florida
$130K
HNB
398
Huntington National Bank
Ohio
$128K +$2.31K +104 +2%
FC
399
FORA Capital
Florida
$123K +$126K +5,700 New
VCG
400
Vantage Consulting Group
Virginia
$120K +$123K +5,543 New