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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
PO
551
Private Ocean
California
$4.19K
NMG
552
New Millennium Group
Utah
$4.03K +$4.33K +150 New
HC
553
Hoese & Co
Minnesota
$4.03K
SFG
554
Steward Financial Group
Texas
$4K +$4.57K +158 New
MA
555
MCF Advisors
Kentucky
$3.04K
SWA
556
Sutton Wealth Advisors
Florida
$3.01K
SIA
557
SkyView Investment Advisors
New Jersey
$3K
BTI
558
Blue Trust Inc
Georgia
$3K +$1.62K +56 +112%
CAL
559
Capital Advisors Ltd
Ohio
$3K +$1.65K +57 +98%
WPA
560
West Paces Advisors
Georgia
$2.77K +$2.98K +103 New
ANBT
561
American National Bank & Trust
Texas
$2.71K
MIM
562
Macroview Investment Management
Maryland
$2.52K +$2.72K +94 New
DIP
563
DT Investment Partners
Pennsylvania
$2.31K
GJIA
564
Glass Jacobson Investment Advisors
Maryland
$2.28K
RFG
565
RFP Financial Group
Georgia
$1.91K
PP
566
PFS Partners
New Jersey
$1.84K
IHWM
567
Iron Horse Wealth Management
Iowa
$1.72K +$1.85K +64 New
NFSG
568
Newbridge Financial Services Group
Florida
$1.67K
SIC
569
SJS Investment Consulting
Ohio
$1.58K +$347 +12 +26%
CSC
570
Caldwell Sutter Capital
California
$1.18K
VCM
571
Versant Capital Management
Arizona
$1.16K -$2.17K -75 -64%
SIS
572
Sound Income Strategies
Florida
$1.07K
HGERS
573
Householder Group Estate & Retirement Specialist
Arizona
$1.04K +$1.1K +38 New
CA
574
Centerpoint Advisors
Massachusetts
$1K
FMP
575
Financial Management Professionals
Texas
$1K

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.