We are live on ! Find out more
CNP icon

CenterPoint Energy

599 hedge funds and large institutions have $15.4B invested in CenterPoint Energy in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 199 increasing their positions, 220 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $21.7M | Put options by funds: $15.2M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

1.2% more ownership

Funds ownership: 89.53%90.73% (+1.2%)

0% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 58

10% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 220

2% less funds holding

Funds holding: 609599 (-10)

7% less capital invested

Capital invested by funds: $16.5B → $15.4B (-$1.1B)

Holders
599
Holders Change
-10
Holders Change %
-1.64%
% of All Funds
9.51%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
58
Increased
199
Reduced
220
Closed
58
Calls
$21.7M
Puts
$15.2M
Net Calls
+$6.47M
Net Calls Change
-$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
476
Tradition Wealth Management
Minnesota
$31K -$289 -10 -0.9%
GI
477
Gradient Investments
Minnesota
$30.6K +$347 +12 +1%
BWAM
478
Boyd Watterson Asset Management
Ohio
$30.4K
FHA
479
First Horizon Advisors
Tennessee
$29.7K -$4.13K -143 -11%
GCM
480
Gables Capital Management
Florida
$29.3K
DSC
481
Duncker Streett & Co
Missouri
$28.4K
HCP
482
Hexagon Capital Partners
Arkansas
$27.9K -$7.11K -246 -19%
CTA
483
Colonial Trust Advisors
South Carolina
$27.4K -$173 -6 -0.6%
POIA
484
Pin Oak Investment Advisors
Texas
$27K
PB
485
Pinnacle Bancorp
Nebraska
$26.5K
GIA
486
GHP Investment Advisors
Colorado
$24.8K
JFA
487
JNBA Financial Advisors
Minnesota
$24.6K -$1.16K -40 -4%
BLC
488
Brown, Lisle/Cummings
Rhode Island
$24.2K
NSIM
489
North Star Investment Management
Illinois
$22.2K
C
490
Covestor
United Kingdom
$22K +$202 +7 +0.9%
BWL
491
Bogart Wealth LLC
Virginia
$21.7K -$3.06K -106 -12%
SWM
492
Spire Wealth Management
Virginia
$21.4K +$405 +14 +2%
ZB
493
Zions Bancorporation
Utah
$21.2K -$173 -6 -0.8%
ADL
494
Asset Dedication LLC
California
$21K +$3.32K +115 +17%
IPW
495
Impact Partnership Wealth
Georgia
$20.5K +$16.4K +569 +295%
CTC
496
Central Trust Company
Missouri
$20.1K
FCA
497
FinTrust Capital Advisors
South Carolina
$20.1K
CSB
498
City State Bank
Iowa
$20K
TC
499
Trust Company
Kansas
$19.4K
KFP
500
KB Financial Partners
New Jersey
$19K -$1.85K -64 -8%

CNP Hedge Fund Activity: Q3 2023 in Review

599 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in CenterPoint Energy (CNP) for Q3 2023, worth a combined $15.4B — down 6.7% from $16.5B a quarter earlier.

Fund positioning in CNP was balanced in Q3 2023: 58 funds opened new positions, 58 closed out, 199 added to existing stakes and 220 trimmed.

The largest buyer was Capital International Investors, adding an estimated $375M. The largest seller was Citadel Advisors, cutting an estimated $122M.

  • 599 institutional investors held CenterPoint Energy (CNP) as of Q3 2023, down from 609 in Q2 2023.
  • Funds reported $15.4B of CenterPoint Energy stock for Q3 2023, down 6.7% quarter-over-quarter.
  • 58 funds opened new CenterPoint Energy positions in Q3 2023 and 58 closed out, a net change of 0 holders.
  • The largest CenterPoint Energy buyer in Q3 2023 was Capital International Investors, an estimated $375M added.
  • The largest CenterPoint Energy seller in Q3 2023 was Citadel Advisors, an estimated $122M sold.

Based on aggregated 13F filings for Q3 2023.