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CenterPoint Energy

522 hedge funds and large institutions have $14.1B invested in CenterPoint Energy in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 197 increasing their positions, 154 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $32.8M | Put options by funds: $21.6M

28% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 154

7% more capital invested

Capital invested by funds: $13.2B → $14.1B (+$930M)

5% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 55

1.43% less ownership

Funds ownership: 92.57%91.14% (-1.4%)

2% less funds holding

Funds holding: 535522 (-13)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
522
Holders Change
-13
Holders Change %
-2.43%
% of All Funds
9.14%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
52
Increased
197
Reduced
154
Closed
55
Calls
$32.8M
Puts
$21.6M
Net Calls
+$11.2M
Net Calls Change
-$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
426
O'Shaughnessy Asset Management
Connecticut
$29K +$5.19K +203 +21%
AWA
427
Arkadios Wealth Advisors
Georgia
$27K -$25.6K -1,000 -48%
DSC
428
Duncker Streett & Co
Missouri
$27K -$19.2K -750 -40%
GCM
429
Gables Capital Management
Florida
$27K
LAS
430
Lloyd Advisory Services
Georgia
$27K +$15.1K +589 +115%
WQ
431
Wealth Quarterback
New Jersey
$26K -$10.6K -413 -28%
POIA
432
Pin Oak Investment Advisors
Texas
$25K
CI
433
CX Institutional
Indiana
$24K -$614 -24 -2%
TWM
434
Tradition Wealth Management
Minnesota
$24K
AF
435
Allworth Financial
California
$24K +$20.7K +809 +449%
CH
436
Canton Hathaway
Rhode Island
$22K
PFBT
437
Parkside Financial Bank & Trust
Missouri
$21K -$1.71K -67 -7%
PB
438
Pinnacle Bancorp
Nebraska
$21K
WB
439
Webster Bank
Connecticut
$21K
GAM
440
Gemmer Asset Management
California
$21K +$8.88K +347 +69%
IPW
441
IronBridge Private Wealth
Texas
$20K +$128 +5 +0.6%
WT
442
Washington Trust
Rhode Island
$19K
BWL
443
Bogart Wealth LLC
Virginia
$19K +$26 +1 +0.1%
NFSG
444
Newbridge Financial Services Group
Florida
$18K
ASBI
445
American State Bank (Iowa)
Iowa
$17.2K
CAM
446
Costello Asset Management
Pennsylvania
$15K
MHR
447
Matthew Hamilton Rosenberg
$15K
JWM
448
Janiczek Wealth Management
Colorado
$13K +$77 +3 +0.6%
FDCDDQ
449
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.3K
GEA
450
Glen Eagle Advisors
New Jersey
$12.3K