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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
FWM
501
Focused Wealth Management
New York
$4K
GWS
502
Glassman Wealth Services
Virginia
$4K +$761 +31 +27%
HC
503
Hoese & Co
Minnesota
$4K +$3.68K +150 New
SIS
504
Sound Income Strategies
Florida
$3K -$8.25K -336 -73%
IF
505
Ironwood Financial
Arizona
$3K
JMF
506
Johnson Midwest Financial
Iowa
$3K +$25 +1 +0.9%
LSA
507
Leonteq Securities AG
Switzerland
$2.99K -$12.3K -500 -80%
SWA
508
Sutton Wealth Advisors
Florida
$2.75K
EW
509
Evoke Wealth
California
$2K
FCB
510
First Command Bank
Texas
$2K
FCFS
511
First Command Financial Services
Texas
$2K
SFSIG
512
San Francisco Sentry Investment Group
California
$2K
SWM
513
Selective Wealth Management
Virginia
$2K
TFS
514
TrustCore Financial Services
Tennessee
$2K +$1.67K +68 New
LWCFA
515
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K +$2.28K +93 New
Nisa Investment Advisors
516
Nisa Investment Advisors
Missouri
$1.67K -$85.4K -3,480 -5%
FMP
517
Financial Management Professionals
Texas
$1K -$10.4K -422 -92%
CA
518
Centerpoint Advisors
Massachusetts
$1K
RG
519
Retirement Group
California
$1K
VCM
520
Versant Capital Management
Arizona
$1K
WWMSC
521
Wagner Wealth Management (South Carolina)
South Carolina
$1K
TF
522
TimeScale Financial
Massachusetts
$1K +$25 +1 +5%
MCM
523
MV Capital Management
Maryland
$1K +$540 +22 New
CA
524
Clearstead Advisors
Ohio
$1K +$1.45K +59 New
AIC
525
Archer Investment Corporation
Indiana
$858