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CenterPoint Energy
CNP

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: 608 → 589 (-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: 4 → 2 (-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

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$583M
2
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$45.6M
3
Boston Partners
Boston Partners
Massachusetts
+$32.5M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$30.4M
5
ECM
ExodusPoint Capital Management
New York
+$27.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$66.3M
2
CVA
Ceredex Value Advisors
Florida
-$57.8M
3
Bank of America
Bank of America
North Carolina
-$43.3M
4
GQG Partners
GQG Partners
Florida
-$43.1M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$42.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
526
MassMutual Private Wealth & Trust
Connecticut
$7K -$25.3K -811 -76%
AP
527
Arlington Partners
Alabama
$7K – – –
SWM
528
Selective Wealth Management
Virginia
$7K – – –
WTC
529
WhitTier Trust Company
Nevada
$7K – – –
TFGT
530
TS Financial Group (TSFG)
Illinois
$6K -$2.18K -70 -26%
WAS
531
Winch Advisory Services
Wisconsin
$6K +$31 +1 +0.5%
BTI
532
Blue Trust Inc
Georgia
$6K +$94 +3 +1%
MCM
533
MV Capital Management
Maryland
$6K +$187 +6 +3%
MFT
534
Moisand Fitzgerald Tamayo
Florida
$6K +$7.17K +230 New
BC
535
Burleson & Co
California
$5K – – –
DWP
536
Destiny Wealth Partners
Florida
$5K – – –
FWM
537
Focused Wealth Management
New York
$5K – – –
HR
538
Howe & Rusling
New York
$5K – – –
ZIG
539
Zullo Investment Group
Pennsylvania
$5K – – –
SC
540
Schubert & Co
Texas
$5K +$1.03K +33 +25%
CG
541
Cutler Group
California
$5K +$3.74K +120 +194%
NFSG
542
Newbridge Financial Services Group
Florida
$4K -$4.99K -160 -51%
BWA
543
BDO Wealth Advisors
Florida
$4K – – –
HC
544
Hoese & Co
Minnesota
$4K – – –
SIS
545
Sound Income Strategies
Florida
$4K – – –
SWA
546
Sutton Wealth Advisors
Florida
$3.16K -$1.4K -45 -29%
CPFP
547
Clear Perspectives Financial Planning
Ohio
$3K – – –
MA
548
MCF Advisors
Kentucky
$3K – – –
Loomis, Sayles & Company
549
Loomis, Sayles & Company
Massachusetts
$3K +$1.81K +58 +107%
EW
550
Evoke Wealth
California
$2K – – –
20 21
22
23 24

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.