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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
AWM
401
Accel Wealth Management
Iowa
$117K +$120K +5,408 New
JIR
402
James Investment Research
Ohio
$116K -$17.7K -800 -13%
ATC
403
Adirondack Trust Company
New York
$109K -$22.2K -1,000 -16%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
404
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$109K +$8.09K +365 +8%
IAIM
405
International Assets Investment Management
Florida
$109K +$102K +4,615 New
LS
406
Livforsakringsbolaget Skandia
Sweden
$108K
O
407
Ossiam
France
$99K +$102K +4,583 New
SWM
408
Sugarloaf Wealth Management
Georgia
$98K
CFGS
409
Concourse Financial Group Securities
Alabama
$93K -$3.83K -173 -4%
S
410
SignatureFD
Georgia
$85K
PS
411
Planned Solutions
California
$81K
BFC
412
Bedel Financial Consulting
Indiana
$78K
NIM
413
NuWave Investment Management
New Jersey
$76K -$169K -7,628 -68%
PWPS
414
Pinnacle Wealth Planning Services
Ohio
$74K +$76.3K +3,442 New
EP
415
Eudaimonia Partners
Tennessee
$72K
SCM
416
Silvant Capital Management
Georgia
$72K
DSC
417
Duncker Streett & Co
Missouri
$68K
BEI
418
Benjamin Edwards Inc
Missouri
$67K
HFM
419
Hartford Financial Management
Connecticut
$55K -$1.49K -67 -3%
PA
420
Parallel Advisors
California
$54K -$13.3K -602 -19%
PP
421
PrairieView Partners
Minnesota
$54K
BWM
422
BerganKDV Wealth Management
Minnesota
$53K
BCA
423
Berman Capital Advisors
Georgia
$53K
Canada Pension Plan Investment Board
424
Canada Pension Plan Investment Board
Ontario, Canada
$46K
RFA
425
Reilly Financial Advisors
California
$45K -$11.1K -500 -19%