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CenterPoint Energy

608 hedge funds and large institutions have $16.6B invested in CenterPoint Energy in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 220 increasing their positions, 199 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

73% more call options, than puts

Call options by funds: $46M | Put options by funds: $26.5M

11% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 199

0% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 71

0.36% less ownership

Funds ownership: 89.47%89.1% (-0.36%)

4% less capital invested

Capital invested by funds: $17.2B → $16.6B (-$671M)

1% less funds holding

Funds holding: 617608 (-9)

Holders
608
Holders Change
-9
Holders Change %
-1.46%
% of All Funds
10.24%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
71
Increased
220
Reduced
199
Closed
71
Calls
$46M
Puts
$26.5M
Net Calls
+$19.5M
Net Calls Change
-$6.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SDAM
376
Shulman DeMeo Asset Management
New York
$277K +$954 +31 +0.3%
MGP
377
Metis Global Partners
California
$276K -$18.9K -613 -6%
WP
378
Wealthspan Partners
Iowa
$274K
ESCM
379
Echo Street Capital Management
New York
$269K -$130K -4,231 -32%
IF
380
Intrua Financial
Texas
$267K -$11.1K -360 -4%
TCA
381
Transcend Capital Advisors
New Jersey
$267K +$278K +9,029 New
BL
382
Balentine LLC
Georgia
$263K +$274K +8,905 New
LFA
383
Legacy Financial Advisors
Kentucky
$262K +$15.8K +515 +6%
CA
384
Crumly & Associates
Illinois
$258K +$268K +8,710 New
AIM
385
Athena Investment Management
California
$257K
ASN
386
Advisory Services Network
Georgia
$257K +$4.34K +141 +2%
DFA
387
Delta Financial Advisors
Louisiana
$255K -$15.4K -500 -5%
OSAM
388
O'Shaughnessy Asset Management
Connecticut
$255K +$50.1K +1,627 +23%
WA
389
WealthTrust Axiom
Pennsylvania
$252K
PSP
390
Principal Street Partners
Tennessee
$252K +$262K +8,518 New
SA
391
Syntax Advisors
New York
$251K -$3.05K -99 -1%
VCG
392
Vantage Consulting Group
Virginia
$251K -$3.05K -99 -1%
AF
393
Advisornet Financial
Minnesota
$250K -$100K -3,249 -28%
V
394
Veritable
Delaware
$250K +$18.8K +611 +8%
AIP
395
Ameritas Investment Partners
Nebraska
$243K
GI
396
GS Investments
Minnesota
$242K -$9.08K -295 -4%
EF
397
Empirical Finance
Pennsylvania
$240K +$23.7K +769 +10%
CI
398
Cigna Investments
Connecticut
$237K -$83.5K -2,714 -25%
Baird Financial Group
399
Baird Financial Group
Wisconsin
$234K +$10.1K +328 +4%
AWA
400
Acorn Wealth Advisors
Michigan
$233K -$10.6K -343 -4%

CNP Hedge Fund Activity: Q2 2022 in Review

608 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in CenterPoint Energy (CNP) for Q2 2022, worth a combined $16.6B — down 3.9% from $17.2B a quarter earlier.

Fund positioning in CNP was balanced in Q2 2022: 71 funds opened new positions, 71 closed out, 220 added to existing stakes and 199 trimmed.

The largest buyer was Capital International Investors, adding an estimated $229M. The largest seller was Capital Research Global Investors, cutting an estimated $151M.

  • 608 institutional investors held CenterPoint Energy (CNP) as of Q2 2022, down from 617 in Q1 2022.
  • Funds reported $16.6B of CenterPoint Energy stock for Q2 2022, down 3.9% quarter-over-quarter.
  • 71 funds opened new CenterPoint Energy positions in Q2 2022 and 71 closed out, a net change of 0 holders.
  • The largest CenterPoint Energy buyer in Q2 2022 was Capital International Investors, an estimated $229M added.
  • The largest CenterPoint Energy seller in Q2 2022 was Capital Research Global Investors, an estimated $151M sold.

Based on aggregated 13F filings for Q2 2022.