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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
EB
451
Eastern Bank
Massachusetts
$88K +$83.7K +2,992 New
SAM
452
Smartleaf Asset Management
Massachusetts
$86.9K +$25.1K +896 +43%
SIM
453
Sentry Investment Management
Wisconsin
$81K – – –
PS
454
Principal Securities
Iowa
$79.6K -$728 -26 -1%
PP
455
PrairieView Partners
Minnesota
$79K – – –
GJWM
456
Gilliland Jeter Wealth Management
Arkansas
$78.4K +$504 +18 +0.7%
BBHC
457
Brown Brothers Harriman & Co
New York
$73.5K – – –
CCA
458
Catalyst Capital Advisors
New York
$72K +$68.5K +2,449 New
CIBC Private Wealth Group
459
CIBC Private Wealth Group
Georgia
$70.2K +$3.95K +141 +6%
LFG
460
Larson Financial Group
Missouri
$70K +$61.3K +2,189 +1,158%
HNB
461
Hilltop National Bank
Wyoming
$69.6K – – –
HFM
462
Hartford Financial Management
Connecticut
$68.3K – – –
BIG
463
Brooklyn Investment Group
New York
$67.6K +$64.3K +2,298 New
IA
464
IFP Advisors
Florida
$67.1K -$7.22K -258 -10%
SCM
465
Silvant Capital Management
Georgia
$63.1K – – –
GIA
466
GHP Investment Advisors
Colorado
$60.2K +$11.7K +418 +26%
SS
467
Sunbelt Securities
Texas
$58.9K -$6.16K -220 -10%
ATS
468
Ashton Thomas Securities
New York
$52.2K +$49.7K +1,775 New
DAM
469
Delta Asset Management
Tennessee
$51.5K – – –
SL
470
Salomon & Ludwin
Virginia
$51.3K – – –
WTC
471
WhitTier Trust Company
Nevada
$50.5K – – –
GWP
472
Gen-Wealth Partners
Michigan
$50.4K -$13.8K -492 -22%
BHWM
473
Bay Harbor Wealth Management
Maryland
$48.8K -$1.57K -56 -3%
KLWA
474
Kelly Lawrence W & Associates
California
$47.1K – – –
TH
475
TCTC Holdings
Texas
$46.3K – – –
17 18
19
20 21

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.