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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
MG
401
Mather Group
Illinois
$246K -$47.3K -1,689 -17%
Jones Financial Companies
402
Jones Financial Companies
Missouri
$244K +$192K +6,852 +447%
WA
403
WealthTrust Axiom
Pennsylvania
$242K -$8.39K -300 -4%
AIM
404
Anchor Investment Management
South Carolina
$237K -$8.39K -300 -4%
AF
405
Advisornet Financial
Minnesota
$237K +$8.12K +290 +4%
CM
406
Crestline Management
Texas
$236K -$6.05M -216,246 -96%
USCWA
407
U.S. Capital Wealth Advisors
Texas
$235K -$364 -13 -0.2%
FWCM
408
Ferguson Wellman Capital Management
Oregon
$228K -$75.6K -2,701 -26%
NW
409
NewEdge Wealth
Pennsylvania
$227K +$19K +679 +10%
LNWWM
410
Laird Norton Wetherby Wealth Management
California
$227K -$43K -1,535 -17%
Wolverine Trading
411
Wolverine Trading
Illinois
$226K +$218K +7,780 New
RCM
412
Raleigh Capital Management
North Carolina
$224K +$19.3K +689 +10%
CFG
413
Citizens Financial Group
Rhode Island
$222K +$211K +7,535 New
TCM
414
Teza Capital Management
Illinois
$221K +$210K +7,514 New
JIC
415
Johnson Investment Counsel
Ohio
$220K -$9.99K -357 -5%
GI
416
GAMMA Investing
California
$220K -$157K -5,611 -43%
Baird Financial Group
417
Baird Financial Group
Wisconsin
$219K -$503K -17,970 -71%
AIA
418
Alera Investment Advisors
Illinois
$216K -$4.23K -151 -2%
SDAM
419
Shulman DeMeo Asset Management
New York
$215K +$840 +30 +0.4%
OWA
420
Outlook Wealth Advisors
Texas
$214K +$1.46K +52 +0.7%
ASN
421
Advisory Services Network
Georgia
$213K – – –
RWPA
422
Richard W. Paul & Associates
Michigan
$212K -$1.01K -36 -0.5%
WS
423
Wedbush Securities
California
$207K +$197K +7,030 New
FIM
424
Freedom Investment Management
Connecticut
$206K +$448 +16 +0.2%
CG
425
Clarus Group
Texas
$204K +$784 +28 +0.4%
15 16
17
18 19

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.