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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
CIC
376
Carnegie Investment Counsel
Ohio
$297K – – –
Aviva
377
Aviva
United Kingdom
$295K – – –
SMH
378
Sanders Morris Harris
Texas
$294K – – –
FTDI
379
First Trust Direct Indexing
Massachusetts
$289K -$289K -10,316 -51%
HKAM
380
Horizon Kinetics Asset Management
New York
$283K +$39.2K +1,400 +17%
TI
381
Tidal Investments
Wisconsin
$282K -$15.9K -569 -6%
MPM
382
MBB Public Markets
Illinois
$281K -$993K -35,470 -79%
CCA
383
Checchi Capital Advisers
California
$280K – – –
MYAM
384
Meiji Yasuda Asset Management
Japan
$278K -$43.7K -1,562 -14%
PWP
385
Phillips Wealth Planners
Mississippi
$277K -$6.8K -243 -3%
WANY
386
Wealthspire Advisors (New York)
New York
$274K -$24.1K -863 -8%
SEIA
387
Signature Estate & Investment Advisors
California
$273K +$1.29K +46 +0.5%
WP
388
Wealthspan Partners
Iowa
$272K – – –
ABC
389
Associated Banc-Corp
Wisconsin
$272K – – –
SAM
390
Shell Asset Management
Netherlands
$269K +$256K +9,145 New
CL
391
Choreo LLC
Illinois
$268K -$39.6K -1,415 -14%
KPWS
392
Kestra Private Wealth Services
Texas
$262K +$6.41K +229 +3%
HI
393
Horizon Investments
North Carolina
$260K -$13.8K -494 -5%
EHC
394
Everett Harris & Co
California
$255K -$1.4K -50 -0.6%
ACM
395
Argyle Capital Management
Pennsylvania
$253K – – –
IWC
396
Integrated Wealth Concepts
Massachusetts
$252K -$13.9K -497 -5%
DFA
397
Delta Financial Advisors
Louisiana
$251K – – –
OIA
398
OneDigital Investment Advisors
Kansas
$250K +$16.5K +590 +7%
AIM
399
Athena Investment Management
California
$248K – – –
BEI
400
Benjamin Edwards Inc
Missouri
$248K +$149K +5,318 +172%
14 15
16
17 18

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.