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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
OIA
451
Optimum Investment Advisors
Illinois
$12K -$4.45K -174 -27%
HWA
452
HHM Wealth Advisors
Tennessee
$12K
SC
453
SouthState Corp
Florida
$12K
CT
454
Caldwell Trust
Florida
$11.2K
FRA
455
Front Row Advisors
California
$11K
JFGIW
456
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10K -$7.52K -294 -42%
AP
457
Atwood & Palmer
Missouri
$10K
CTC
458
Central Trust Company
Missouri
$10K
TWA
459
TCI Wealth Advisors
Arizona
$10K
EARNEST Partners
460
EARNEST Partners
Georgia
$9K
GWSG
461
GPS Wealth Strategies Group
Colorado
$9K
WT
462
Whittier Trust
California
$9K +$767 +30 +9%
GWM
463
Geneos Wealth Management
Colorado
$9K +$4.09K +160 +67%
BWA
464
BDO Wealth Advisors
Florida
$8K -$6.16K -241 -42%
HIA
465
Harbor Investment Advisory
Maryland
$8K
PCG
466
Private Capital Group
Connecticut
$8K +$153 +6 +2%
Capstone Investment Advisors
467
Capstone Investment Advisors
New York
$8K +$7.98K +312 New
ADL
468
Asset Dedication LLC
California
$7K
CFA
469
Carroll Financial Associates
North Carolina
$7K
FMII
470
Farmers & Merchants Investments Inc
Nebraska
$7K
PCFFS
471
Pacific Center for Financial Services
California
$7K
ST
472
Smithfield Trust
Pennsylvania
$7K
TFO
473
Tarbox Family Office
California
$6K
SWM
474
Selective Wealth Management
Virginia
$6K +$3.84K +150 +150%
VCM
475
Vigilant Capital Management
Maine
$6K +$5.93K +232 New