We are live on ! Find out more
CNP icon

CenterPoint Energy

651 hedge funds and large institutions have $20B invested in CenterPoint Energy in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 250 increasing their positions, 180 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more call options, than puts

Call options by funds: $55.1M | Put options by funds: $15.7M

66% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 65

39% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 180

13% more capital invested

Capital invested by funds: $17.8B → $20B (+$2.26B)

5% more funds holding

Funds holding: 618651 (+33)

4.1% more ownership

Funds ownership: 92.81%96.92% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
651
Holders Change
+33
Holders Change %
+5.34%
% of All Funds
8.57%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
108
Increased
250
Reduced
180
Closed
65
Calls
$55.1M
Puts
$15.7M
Net Calls
+$39.5M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
426
Vontobel Holding
Switzerland
$213K +$207K +6,718 New
LSAG
427
Lake Street Advisors Group
New Hampshire
$211K +$205K +6,646 New
NW
428
NewEdge Wealth
Pennsylvania
$211K -$33.6K -1,092 -14%
KPWS
429
Kestra Private Wealth Services
Texas
$210K -$69.5K -2,258 -25%
EWA
430
EverSource Wealth Advisors
Alabama
$209K -$9.18K -298 -4%
AF
431
Advisornet Financial
Minnesota
$209K -$44.7K -1,450 -18%
MIM
432
MTM Investment Management
South Carolina
$208K
VAS
433
Vestmark Advisory Solutions
Massachusetts
$207K +$201K +6,523 New
CNB
434
Camden National Bank
Maine
$206K +$200K +6,487 New
IF
435
Intrua Financial
Texas
$204K +$198K +6,423 New
CAM
436
Cresset Asset Management
Illinois
$203K -$585K -19,002 -75%
CI
437
Cigna Investments
Connecticut
$202K +$195K +6,341 New
ACA
438
Atlas Capital Advisors
Wyoming
$199K -$165K -5,356 -46%
QCG
439
Quadrant Capital Group
Ohio
$164K +$12K +390 +8%
ATC
440
Adirondack Trust Company
New York
$162K
CIBC Private Wealth Group
441
CIBC Private Wealth Group
Georgia
$157K +$81.2K +2,636 +110%
GM
442
GeoWealth Management
Illinois
$156K -$21.8K -707 -13%
AF
443
Allworth Financial
California
$154K +$21.5K +699 +17%
PA
444
Parallel Advisors
California
$150K +$49.5K +1,607 +51%
CT
445
Colonial Trust
South Carolina
$146K +$11.9K +388 +9%
BTI
446
Blue Trust Inc
Georgia
$146K -$18.8K -609 -12%
HNB
447
Huntington National Bank
Ohio
$140K +$6.41K +208 +5%
HI
448
Harbour Investments
Wisconsin
$140K +$39.5K +1,283 +41%
SWM
449
Sugarloaf Wealth Management
Georgia
$139K
MFG
450
Menard Financial Group
Texas
$137K +$133K +4,327 New

CNP Hedge Fund Activity: Q4 2024 in Review

651 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CenterPoint Energy (CNP) for Q4 2024, worth a combined $20B — up 13% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new CNP positions and 65 closed out — a net gain of 43 holders — while 250 added to existing stakes and 180 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $856M. The largest seller was T. Rowe Price Associates, cutting an estimated $113M.

  • 651 institutional investors held CenterPoint Energy (CNP) as of Q4 2024, up from 618 in Q3 2024.
  • Funds reported $20B of CenterPoint Energy stock for Q4 2024, up 13% quarter-over-quarter.
  • 108 funds opened new CenterPoint Energy positions in Q4 2024 and 65 closed out, a net change of +43 holders.
  • The largest CenterPoint Energy buyer in Q4 2024 was Capital Research Global Investors, an estimated $856M added.
  • The largest CenterPoint Energy seller in Q4 2024 was T. Rowe Price Associates, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2024.