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CenterPoint Energy

589 hedge funds and large institutions have $16B invested in CenterPoint Energy in 2022 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 197 increasing their positions, 207 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $26.3M | Put options by funds: $17M

1.24% more ownership

Funds ownership: 89.1%90.35% (+1.2%)

3% less capital invested

Capital invested by funds: $16.6B → $16B (-$559M)

5% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 207

3% less funds holding

Funds holding: 608589 (-19)

18% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 73

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
589
Holders Change
-19
Holders Change %
-3.13%
% of All Funds
10.15%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
60
Increased
197
Reduced
207
Closed
73
Calls
$26.3M
Puts
$17M
Net Calls
+$9.35M
Net Calls Change
-$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
C
501
Covestor
United Kingdom
$16K -$61.9K -1,983 -78%
HFM
502
Harvest Fund Management
China
$15K +$16.4K +525 New
FDCDDQ
503
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.1K
M
504
MOTCO
Texas
$14K
JWM
505
Janiczek Wealth Management
Colorado
$14K +$94 +3 +0.6%
MCC
506
Money Concepts Capital
Florida
$14K +$5.62K +180 +60%
TFM
507
TFC Financial Management
Massachusetts
$14K +$15.6K +500 New
SC
508
SouthState Corp
Florida
$13K -$1.56K -50 -10%
WB
509
Webster Bank
Connecticut
$13K
FMII
510
Farmers & Merchants Investments Inc
Nebraska
$13K +$2.65K +85 +23%
CT
511
Caldwell Trust
Florida
$12.9K
WT
512
Whittier Trust
California
$12K -$8.39K -269 -38%
HBW
513
Hazlett, Burt & Watson
West Virginia
$12K +$6.24K +200 +100%
SWM
514
Spire Wealth Management
Virginia
$11K -$200K -6,417 -94%
JWA
515
JFS Wealth Advisors
Pennsylvania
$11K -$1.37K -44 -10%
AP
516
Atwood & Palmer
Missouri
$11K
FRA
517
Front Row Advisors
California
$11K
GWSG
518
GPS Wealth Strategies Group
Colorado
$11K
GWS
519
Glassman Wealth Services
Virginia
$10K -$2.15K -69 -17%
EARNEST Partners
520
EARNEST Partners
Georgia
$10K
HIA
521
Harbor Investment Advisory
Maryland
$10K
CA
522
Crewe Advisors
Utah
$10K +$1.53K +49 +16%
FSWA
523
Financial Synergies Wealth Advisors
Texas
$9.41K
ST
524
Smithfield Trust
Pennsylvania
$8K
LC
525
Lindbrook Capital
California
$8K +$1.19K +38 +16%

CNP Hedge Fund Activity: Q3 2022 in Review

589 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in CenterPoint Energy (CNP) for Q3 2022, worth a combined $16B — down 3.4% from $16.6B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of CNP and 60 opened new positions — a net loss of 13 holders — while 207 trimmed existing stakes and 197 added.

The largest buyer was Capital International Investors, adding an estimated $583M. The largest seller was BlackRock, cutting an estimated $66.3M.

  • 589 institutional investors held CenterPoint Energy (CNP) as of Q3 2022, down from 608 in Q2 2022.
  • Funds reported $16B of CenterPoint Energy stock for Q3 2022, down 3.4% quarter-over-quarter.
  • 60 funds opened new CenterPoint Energy positions in Q3 2022 and 73 closed out, a net change of -13 holders.
  • The largest CenterPoint Energy buyer in Q3 2022 was Capital International Investors, an estimated $583M added.
  • The largest CenterPoint Energy seller in Q3 2022 was BlackRock, an estimated $66.3M sold.

Based on aggregated 13F filings for Q3 2022.