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CenterPoint Energy

599 hedge funds and large institutions have $15.4B invested in CenterPoint Energy in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 199 increasing their positions, 220 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $21.7M | Put options by funds: $15.2M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

1.2% more ownership

Funds ownership: 89.53%90.73% (+1.2%)

0% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 58

10% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 220

2% less funds holding

Funds holding: 609599 (-10)

7% less capital invested

Capital invested by funds: $16.5B → $15.4B (-$1.1B)

Holders
599
Holders Change
-10
Holders Change %
-1.64%
% of All Funds
9.51%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
58
Increased
199
Reduced
220
Closed
58
Calls
$21.7M
Puts
$15.2M
Net Calls
+$6.47M
Net Calls Change
-$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
526
Global Retirement Partners
California
$9K -$8.03K -278 -45%
FSWA
527
Financial Synergies Wealth Advisors
Texas
$8.97K
MFT
528
Moisand Fitzgerald Tamayo
Florida
$8.46K
CCP
529
Carmel Capital Partners
California
$8.14K +$8.76K +303 New
CAM
530
Costello Asset Management
Pennsylvania
$8.05K
OSNBOA
531
Old Second National Bank of Aurora
Illinois
$8.05K
RL
532
Rogco LP
Oklahoma
$8.05K +$8.67K +300 New
ST
533
Smithfield Trust
Pennsylvania
$8K
Loomis, Sayles & Company
534
Loomis, Sayles & Company
Massachusetts
$8K +$2.86K +99 +49%
WIM
535
Westside Investment Management
California
$7.89K
JWA
536
JFS Wealth Advisors
Pennsylvania
$7.17K -$58 -2 -0.7%
GKIM
537
GW&K Investment Management
Massachusetts
$7K
SJIM
538
St. Johns Investment Management
Florida
$6.71K
FRA
539
Front Row Advisors
California
$6.15K -$607 -21 -8%
TFGT
540
TS Financial Group (TSFG)
Illinois
$6K
WAS
541
Winch Advisory Services
Wisconsin
$6K +$29 +1 +0.4%
GWM
542
Geneos Wealth Management
Colorado
$5.8K +$87 +3 +1%
EBA
543
Eagle Bay Advisors
New York
$5.37K
AGWCA
544
Annis Gardner Whiting Capital Advisors
Florida
$5.29K +$5.69K +197 New
HBW
545
Hazlett, Burt & Watson
West Virginia
$5K -$5.78K -200 -50%
CFGS
546
Concourse Financial Group Securities
Alabama
$4.99K -$780 -27 -13%
KFI
547
Key Financial Inc
Pennsylvania
$4.94K
CWP
548
Concord Wealth Partners
Virginia
$4.71K +$694 +24 +16%
FWM
549
Focused Wealth Management
New York
$4.57K
CA
550
Crewe Advisors
Utah
$4.24K

CNP Hedge Fund Activity: Q3 2023 in Review

599 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in CenterPoint Energy (CNP) for Q3 2023, worth a combined $15.4B — down 6.7% from $16.5B a quarter earlier.

Fund positioning in CNP was balanced in Q3 2023: 58 funds opened new positions, 58 closed out, 199 added to existing stakes and 220 trimmed.

The largest buyer was Capital International Investors, adding an estimated $375M. The largest seller was Citadel Advisors, cutting an estimated $122M.

  • 599 institutional investors held CenterPoint Energy (CNP) as of Q3 2023, down from 609 in Q2 2023.
  • Funds reported $15.4B of CenterPoint Energy stock for Q3 2023, down 6.7% quarter-over-quarter.
  • 58 funds opened new CenterPoint Energy positions in Q3 2023 and 58 closed out, a net change of 0 holders.
  • The largest CenterPoint Energy buyer in Q3 2023 was Capital International Investors, an estimated $375M added.
  • The largest CenterPoint Energy seller in Q3 2023 was Citadel Advisors, an estimated $122M sold.

Based on aggregated 13F filings for Q3 2023.