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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
MML Investors Services
376
MML Investors Services
Massachusetts
$279K -$78.1K -2,703 -21%
IA
377
IFP Advisors
Florida
$277K +$1.91K +66 +0.6%
CIC
378
Carnegie Investment Counsel
Ohio
$271K
MCP
379
Martin Capital Partners
Oregon
$266K +$6.3K +218 +2%
SIA
380
Schechter Investment Advisors
Michigan
$266K -$21.6K -748 -7%
BC
381
Burney Company
Virginia
$263K
JF
382
Jump Financial
Illinois
$263K +$283K +9,797 New
Lido Advisors
383
Lido Advisors
California
$262K +$49.3K +1,707 +21%
RG
384
Renaissance Group
Kentucky
$260K
KPWS
385
Kestra Private Wealth Services
Texas
$259K +$18.3K +633 +7%
Aviva
386
Aviva
United Kingdom
$257K
LCM
387
Landscape Capital Management
New Jersey
$253K +$272K +9,423 New
IWC
388
Integrated Wealth Concepts
Massachusetts
$250K +$57K +1,971 +27%
WP
389
Wealthspan Partners
Iowa
$249K
EHC
390
Everett Harris & Co
California
$248K
ACM
391
Argyle Capital Management
Pennsylvania
$247K
HI
392
Horizon Investments
North Carolina
$246K +$12.4K +428 +5%
Wolverine Trading
393
Wolverine Trading
Illinois
$244K -$75.2K -2,601 -22%
FMWA
394
Forvis Mazars Wealth Advisors
Missouri
$243K +$578 +20 +0.2%
FMAEN1
395
Fund Management at Engine No 1
California
$242K +$23.4K +809 +10%
BCM
396
Brookstone Capital Management
Illinois
$240K -$98.1K -3,394 -28%
SA
397
Syntax Advisors
New York
$234K +$7.57K +262 +3%
VCG
398
Vantage Consulting Group
Virginia
$234K +$7.57K +262 +3%
RFC
399
Regions Financial Corp
Alabama
$232K -$2.8K -97 -1%
DFA
400
Delta Financial Advisors
Louisiana
$232K

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.