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CenterPoint Energy

609 hedge funds and large institutions have $16.5B invested in CenterPoint Energy in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 190 increasing their positions, 219 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,120% more call options, than puts

Call options by funds: $27.6M | Put options by funds: $2.26M

28% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 53

2% more funds holding

Funds holding: 599609 (+10)

2% less capital invested

Capital invested by funds: $16.8B → $16.5B (-$304M)

1.08% less ownership

Funds ownership: 90.61%89.53% (-1.1%)

13% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 219

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
609
Holders Change
+10
Holders Change %
+1.67%
% of All Funds
9.56%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
68
Increased
190
Reduced
219
Closed
53
Calls
$27.6M
Puts
$2.26M
Net Calls
+$25.3M
Net Calls Change
+$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
526
Lindbrook Capital
California
$14K +$384 +13 +3%
CT
527
Caldwell Trust
Florida
$13.3K
RTC
528
Riverview Trust Company
Washington
$13.3K
FMII
529
Farmers & Merchants Investments Inc
Nebraska
$13.1K
HBW
530
Hazlett, Burt & Watson
West Virginia
$12K
AP
531
Atwood & Palmer
Missouri
$11.7K
PI
532
PineBridge Investments
New York
$11K -$15.2K -515 -58%
GWSG
533
GPS Wealth Strategies Group
Colorado
$10.9K
BWA
534
BDO Wealth Advisors
Florida
$10.5K +$6.24K +211 +142%
MCM
535
MV Capital Management
Maryland
$10.3K
EARNEST Partners
536
EARNEST Partners
Georgia
$10.3K
HIA
537
Harbor Investment Advisory
Maryland
$10K
FSWA
538
Financial Synergies Wealth Advisors
Texas
$9.74K
MFT
539
Moisand Fitzgerald Tamayo
Florida
$9.18K
FA
540
Fiduciary Alliance
South Carolina
$8.8K +$8.92K +302 New
CAM
541
Costello Asset Management
Pennsylvania
$8.74K -$8.87K -300 -50%
OSNBOA
542
Old Second National Bank of Aurora
Illinois
$8.74K
WIM
543
Westside Investment Management
California
$8.57K
FBC
544
Fairfield, Bush & Co
Connecticut
$8.37K +$8.48K +287 New
WT
545
Whittier Trust
California
$8.27K -$109K -3,701 -93%
ST
546
Smithfield Trust
Pennsylvania
$8K
GKIM
547
GW&K Investment Management
Massachusetts
$8K +$7.74K +262 New
JWA
548
JFS Wealth Advisors
Pennsylvania
$7.84K -$739 -25 -9%
SJIM
549
St. Johns Investment Management
Florida
$7.29K +$7.39K +250 New
FRA
550
Front Row Advisors
California
$7K -$4.11K -139 -36%

CNP Hedge Fund Activity: Q2 2023 in Review

609 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in CenterPoint Energy (CNP) for Q2 2023, worth a combined $16.5B — down 1.8% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new CNP positions and 53 closed out — a net gain of 15 holders — while 190 added to existing stakes and 219 trimmed.

The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $322M. The largest seller was Nuveen, cutting an estimated $159M.

  • 609 institutional investors held CenterPoint Energy (CNP) as of Q2 2023, up from 599 in Q1 2023.
  • Funds reported $16.5B of CenterPoint Energy stock for Q2 2023, down 1.8% quarter-over-quarter.
  • 68 funds opened new CenterPoint Energy positions in Q2 2023 and 53 closed out, a net change of +15 holders.
  • The largest CenterPoint Energy buyer in Q2 2023 was T. Rowe Price Investment Management, an estimated $322M added.
  • The largest CenterPoint Energy seller in Q2 2023 was Nuveen, an estimated $159M sold.

Based on aggregated 13F filings for Q2 2023.