We are live on ! Find out more
CNP icon

CenterPoint Energy

628 hedge funds and large institutions have $18.7B invested in CenterPoint Energy in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 248 increasing their positions, 196 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $6.38M

27% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 196

14% more capital invested

Capital invested by funds: $16.3B → $18.7B (+$2.32B)

3.35% more ownership

Funds ownership: 90.8%94.15% (+3.4%)

4% less funds holding

Funds holding: 652628 (-24)

20% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 85

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
628
Holders Change
-24
Holders Change %
-3.68%
% of All Funds
9.07%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
68
Increased
248
Reduced
196
Closed
85
Calls
$24.9M
Puts
$6.38M
Net Calls
+$18.5M
Net Calls Change
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
401
U.S. Capital Wealth Advisors
Texas
$248K -$119K -4,040 -34%
OIA
402
OneDigital Investment Advisors
Kansas
$245K +$21.6K +730 +10%
TC
403
TownSquare Capital
Utah
$244K -$22.8K -772 -9%
JIC
404
Johnson Investment Counsel
Ohio
$243K
BJL
405
Brighton Jones LLC
Washington
$241K -$6.76K -229 -3%
AF
406
Advisornet Financial
Minnesota
$240K -$26.4K -895 -10%
VCG
407
Vantage Consulting Group
Virginia
$234K -$24.7K -836 -10%
Vontobel Holding
408
Vontobel Holding
Switzerland
$233K -$15.7K -531 -7%
AIA
409
Alera Investment Advisors
Illinois
$232K +$221K +7,490 New
GA
410
Geller Advisors
New York
$228K
AIP
411
Ameritas Investment Partners
Nebraska
$227K
SDAM
412
Shulman DeMeo Asset Management
New York
$225K +$768 +26 +0.4%
RWPA
413
Richard W. Paul & Associates
Michigan
$224K -$1.86K -63 -0.9%
OWA
414
Outlook Wealth Advisors
Texas
$224K +$1.39K +47 +0.7%
SFA
415
Souders Financial Advisors
Ohio
$220K -$1.83K -62 -0.9%
NW
416
NewEdge Wealth
Pennsylvania
$218K -$8.56K -290 -4%
AFA
417
AA Financial Advisors
Ohio
$218K
FIM
418
Freedom Investment Management
Connecticut
$216K -$1.36K -46 -0.7%
RCM
419
Raleigh Capital Management
North Carolina
$214K +$1.21K +41 +0.6%
CG
420
Clarus Group
Texas
$214K +$204K +6,898 New
ASN
421
Advisory Services Network
Georgia
$213K -$5.67K -192 -3%
Lido Advisors
422
Lido Advisors
California
$213K -$103K -3,505 -34%
PGFC
423
Peapack-Gladstone Financial Corp
New Jersey
$212K +$203K +6,869 New
AP
424
Americana Partners
Texas
$211K +$201K +6,812 New
BOS
425
Bank of Stockton
California
$211K +$201K +6,800 New

CNP Hedge Fund Activity: Q2 2024 in Review

628 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CenterPoint Energy (CNP) for Q2 2024, worth a combined $18.7B — up 14% from $16.3B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of CNP and 68 opened new positions — a net loss of 17 holders — while 196 trimmed existing stakes and 248 added.

The largest buyer was Capital Research Global Investors, adding an estimated $429M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $74.3M sold.

  • 628 institutional investors held CenterPoint Energy (CNP) as of Q2 2024, down from 652 in Q1 2024.
  • Funds reported $18.7B of CenterPoint Energy stock for Q2 2024, up 14% quarter-over-quarter.
  • 68 funds opened new CenterPoint Energy positions in Q2 2024 and 85 closed out, a net change of -17 holders.
  • The largest CenterPoint Energy buyer in Q2 2024 was Capital Research Global Investors, an estimated $429M added.
  • The largest CenterPoint Energy seller in Q2 2024 was Point72 Asset Management, an estimated $74.3M sold.

Based on aggregated 13F filings for Q2 2024.