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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
GI
426
GAMCO Investors
Connecticut
$204K +$194K +6,925 New
AIP
427
Ameritas Investment Partners
Nebraska
$204K -$11K -393 -5%
EWA
428
EverSource Wealth Advisors
Alabama
$203K +$2.77K +99 +1%
PGFC
429
Peapack-Gladstone Financial Corp
New Jersey
$202K – – –
Nomura Holdings
430
Nomura Holdings
Japan
$201K -$189K -6,751 -50%
MIM
431
MTM Investment Management
South Carolina
$201K – – –
BOS
432
Bank of Stockton
California
$200K – – –
QL
433
Quarry LP
New York
$194K +$184K +6,589 New
DB
434
Danske Bank
Denmark
$179K – – –
WAM
435
Weiss Asset Management
Massachusetts
$175K +$167K +5,951 New
Kovitz Investment Group Partners
436
Kovitz Investment Group Partners
Illinois
$166K +$333K +11,882 New
GM
437
GeoWealth Management
Illinois
$165K -$13.2K -471 -8%
BTI
438
Blue Trust Inc
Georgia
$161K +$102K +3,655 +235%
ATC
439
Adirondack Trust Company
New York
$150K – – –
FCM
440
Fourpath Capital Management
Oklahoma
$143K +$136K +4,851 New
QCG
441
Quadrant Capital Group
Ohio
$141K -$40.6K -1,451 -23%
SWM
442
Sugarloaf Wealth Management
Georgia
$129K – – –
CWM
443
Cranbrook Wealth Management
Michigan
$124K – – –
CT
444
Colonial Trust
South Carolina
$124K -$10.4K -371 -8%
HNB
445
Huntington National Bank
Ohio
$124K +$15.6K +556 +15%
S
446
SignatureFD
Georgia
$123K -$47.2K -1,686 -29%
AF
447
Allworth Financial
California
$119K +$7.5K +268 +7%
FCA
448
FinTrust Capital Advisors
South Carolina
$107K – – –
HI
449
Harbour Investments
Wisconsin
$92.1K -$3.69K -132 -4%
PA
450
Parallel Advisors
California
$91.9K +$16.4K +585 +23%
16 17
18
19 20

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.