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CenterPoint Energy

535 hedge funds and large institutions have $13.2B invested in CenterPoint Energy in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 194 increasing their positions, 165 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more call options, than puts

Call options by funds: $59.5M | Put options by funds: $17.4M

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

18% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 165

14% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 57

11% more capital invested

Capital invested by funds: $11.8B → $13.2B (+$1.33B)

1% more funds holding

Funds holding: 531535 (+4)

2.26% less ownership

Funds ownership: 94.83%92.57% (-2.3%)

Holders
535
Holders Change
+4
Holders Change %
+0.75%
% of All Funds
9.31%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
65
Increased
194
Reduced
165
Closed
57
Calls
$59.5M
Puts
$17.4M
Net Calls
+$42.1M
Net Calls Change
+$42.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DPIM
26
Duff & Phelps Investment Management
Illinois
$123M -$285K -11,599 -0.2%
Wellington Management Group
27
Wellington Management Group
Massachusetts
$121M -$22.4M -911,700 -16%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$115M -$37.4M -1,521,718 -25%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$115M +$5.89M +239,992 +5%
Invesco
30
Invesco
Georgia
$111M +$4.87M +198,596 +5%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$105M -$449K -18,303 -0.4%
TSW
32
Thompson Siegel & Walmsley
Virginia
$96M +$923K +37,587 +1%
ACI
33
AMP Capital Investors
Australia
$95.3M +$404K +16,447 +0.4%
Amundi
34
Amundi
France
$82.4M +$82.5M +3,360,350 New
SI
35
Scout Investments
Missouri
$80.8M +$57M +2,323,492 +239%
Charles Schwab
36
Charles Schwab
California
$70M +$4.53M +184,706 +7%
Adage Capital Partners
37
Adage Capital Partners
Massachusetts
$68.2M -$11.9M -485,200 -15%
Point72 Asset Management
38
Point72 Asset Management
Connecticut
$65.8M +$46.4M +1,892,104 +239%
CIA
39
ClearBridge Investments (Australia)
Australia
$62M +$62M +2,527,226 New
Goldman Sachs
40
Goldman Sachs
New York
$56.1M -$6.52M -265,756 -10%
PPA
41
Parametric Portfolio Associates
Washington
$55.8M +$3.47M +141,189 +7%
Swiss National Bank
42
Swiss National Bank
Switzerland
$55.1M +$3.75M +152,865 +7%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$54.5M +$33.1M +1,347,494 +164%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$50.4M -$46.9K -1,912 -0.1%
Prudential Financial
45
Prudential Financial
New Jersey
$50M +$36.1M +1,472,750 +259%
Bank of America
46
Bank of America
North Carolina
$49.6M +$16M +652,333 +48%
UBS AM
47
UBS AM
Illinois
$47.8M -$6.43M -261,995 -12%
Morgan Stanley
48
Morgan Stanley
New York
$44.7M +$23.8M +969,280 +114%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$44.3M -$1.95M -79,633 -4%
ORIO
50
Old Republic International (ORI)
Illinois
$42.7M