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CenterPoint Energy

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: 33 (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: 628618 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$124M -$2.05M -73,295 -2%
Charles Schwab
27
Charles Schwab
California
$116M +$3.1M +110,905 +3%
Goldman Sachs
28
Goldman Sachs
New York
$112M -$15.6M -558,227 -13%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$112M -$6.97M -249,202 -6%
UBS AM
30
UBS AM
Illinois
$93.5M +$1.82M +65,139 +2%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$90.5M +$13M +463,566 +18%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$84.7M -$2.4M -85,624 -3%
N
33
Nuveen
North Carolina
$84.5M +$2.78M +99,367 +4%
Adage Capital Partners
34
Adage Capital Partners
Massachusetts
$82.8M +$78.8M +2,814,338 New
RPI
35
Railway Pension Investments
United Kingdom
$79.5M +$18.1M +645,700 +31%
UBS Group
36
UBS Group
Switzerland
$75.2M +$18.2M +648,712 +34%
JP Morgan Chase
37
JP Morgan Chase
New York
$73.7M -$22.4M -799,564 -24%
SCP
38
Soroban Capital Partners
New York
$64.8M +$61.7M +2,203,095 New
CIA
39
ClearBridge Investments (Australia)
Australia
$64.4M +$13.5M +483,502 +28%
Bank of America
40
Bank of America
North Carolina
$59.3M -$44.2M -1,580,660 -44%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$59.1M +$15M +535,844 +36%
SI
42
Scout Investments
Missouri
$57.4M -$364K -12,992 -0.7%
Swiss National Bank
43
Swiss National Bank
Switzerland
$55.9M +$683K +24,400 +1%
Cohen & Steers
44
Cohen & Steers
New York
$52.5M -$40.5M -1,445,499 -45%
Jacobs Levy Equity Management
45
Jacobs Levy Equity Management
New Jersey
$51.3M +$41.5M +1,482,966 +567%
MBA
46
Maple-Brown Abbott
Australia
$47.7M +$6.92M +247,390 +18%
CIMLRA
47
CBRE Investment Management Listed Real Assets
Pennsylvania
$46.9M +$44.6M +1,593,954 New
ZP
48
Zimmer Partners
New York
$45.2M +$21.3M +760,956 +98%
CGPCS
49
Capital Group Private Client Services
California
$44.5M -$11.2M -400,329 -21%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$42.4M +$167K +5,981 +0.4%