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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
WAS
551
Winch Advisory Services
Wisconsin
$7K +$59 +2 +0.9%
TFGT
552
TS Financial Group (TSFG)
Illinois
$7K +$946 +32 +16%
WTG
553
West Tower Group
Virginia
$6.62K +$6.71K +227 New
GWM
554
Geneos Wealth Management
Colorado
$6.21K +$6.29K +213 New
CFGS
555
Concourse Financial Group Securities
Alabama
$6.21K -$325 -11 -5%
Loomis, Sayles & Company
556
Loomis, Sayles & Company
Massachusetts
$6K +$4.11K +139 +214%
EBA
557
Eagle Bay Advisors
New York
$5.83K -$946 -32 -14%
IPW
558
Impact Partnership Wealth
Georgia
$5.63K +$5.7K +193 New
LFG
559
Larson Financial Group
Missouri
$5.51K
KFI
560
Key Financial Inc
Pennsylvania
$5.36K +$5.44K +184 New
FWM
561
Focused Wealth Management
New York
$4.96K
CA
562
Crewe Advisors
Utah
$4.61K
PO
563
Private Ocean
California
$4.55K
CWP
564
Concord Wealth Partners
Virginia
$4.42K
HC
565
Hoese & Co
Minnesota
$4.37K
FCAG
566
First Capital Advisors Group
New Jersey
$3.53K +$3.58K +121 New
VCM
567
Versant Capital Management
Arizona
$3.44K +$2.22K +75 +174%
MA
568
MCF Advisors
Kentucky
$3.29K
SWA
569
Sutton Wealth Advisors
Florida
$3.27K
TAIM
570
TD Ameritrade Investment Management
Nebraska
$3K +$709 +24 +36%
SIA
571
SkyView Investment Advisors
New Jersey
$3K +$1.68K +57 +98%
ANBT
572
American National Bank & Trust
Texas
$2.94K
QC
573
Quent Capital
New York
$2.83K +$2.87K +97 New
DIP
574
DT Investment Partners
Pennsylvania
$2.54K
GJIA
575
Glass Jacobson Investment Advisors
Maryland
$2.48K +$2.51K +85 New

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.