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CenterPoint Energy

558 hedge funds and large institutions have $11.2B invested in CenterPoint Energy in 2020 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 162 increasing their positions, 194 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 49

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

13% more capital invested

Capital invested by funds: $9.89B → $11.2B (+$1.29B)

10% more funds holding

Funds holding: 505558 (+53)

0.49% more ownership

Funds ownership: 94.28%94.77% (+0.49%)

16% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 194

23% less call options, than puts

Call options by funds: $22M | Put options by funds: $28.6M

Holders
558
Holders Change
+53
Holders Change %
+10.5%
% of All Funds
9.87%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
107
Increased
162
Reduced
194
Closed
49
Calls
$22M
Puts
$28.6M
Net Calls
-$6.65M
Net Calls Change
+$161M
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
501
Harbor Investment Advisory
Maryland
$7K
LC
502
Lindbrook Capital
California
$7K
CCA
503
Childress Capital Advisors
Texas
$7K +$6.89K +311 New
JMF
504
Johnson Midwest Financial
Iowa
$7K +$7.07K +319 New
EFSCE
505
Enterprise Financial Services Corp (EFSC)
Missouri
$6K
FMII
506
Farmers & Merchants Investments Inc
Nebraska
$6K
PCFFS
507
Pacific Center for Financial Services
California
$6K
OSAM
508
O'Shaughnessy Asset Management
Connecticut
$6K +$2.04K +92 +45%
LAS
509
Lloyd Advisory Services
Georgia
$6K +$5.76K +260 New
COCM
510
Charter Oak Capital Management
New Hampshire
$6K +$6.54K +295 New
HFA
511
Hoover Financial Advisors
Pennsylvania
$6K +$6.65K +300 New
TFO
512
Tarbox Family Office
California
$5K -$953 -43 -16%
JFA
513
JNBA Financial Advisors
Minnesota
$5K
WAS
514
Winch Advisory Services
Wisconsin
$5K +$22 +1 +0.5%
SIAG
515
Safeguard Investment Advisory Group
California
$5K +$5.37K +242 New
GWM
516
Geneos Wealth Management
Colorado
$5K +$36.8K +1,659 +694%
NFG
517
Next Financial Group
Texas
$4K -$62.7K -2,830 -94%
PCG
518
Private Capital Group
Connecticut
$4K -$7.71K -348 -69%
CAGAS
519
Capital Advisory Group Advisory Services
Minnesota
$4K
FWM
520
Focused Wealth Management
New York
$4K
TWA
521
TCI Wealth Advisors
Arizona
$4K
WTC
522
WhitTier Trust Company
Nevada
$4K
TAIM
523
TD Ameritrade Investment Management
Nebraska
$4K +$554 +25 +16%
HR
524
Howe & Rusling
New York
$4K +$1.2K +54 +36%
FCMT
525
Founders Capital Management (Texas)
Texas
$4K +$4.43K +200 New