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CenterPoint Energy
CNP

Overview Fund Activity

624 hedge funds and large institutions have $16.8B invested in CenterPoint Energy in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 213 increasing their positions, 202 reducing their positions, and 56 closing their positions.

Holders
624
Holders Change
+28
Holders Change %
+4.7%
% of All Funds
9.15%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
91
Increased
213
Reduced
202
Closed
56
Calls
$50.5M
Puts
$4.02M
Net Calls
+$46.5M
Net Calls Change
+$40M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$484M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$701M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$480M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$147M
5
Goldman Sachs
5
Goldman Sachs
New York
$142M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$16.5M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$39M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$85.4M
4
Boston Partners
4
Boston Partners
Massachusetts
$485M
5
CIA
5
ClearBridge Investments (Australia)
Australia
$52.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CFO
551
CVA Family Office
Colorado
$10.6K 370 +370 New
RIL
552
Rothschild Investment LLC
Illinois
$10.5K 369 +369 New
PA
553
Pineridge Advisors
Missouri
$10.2K 357 +357 New
FFO
554
Fortitude Family Office
Arizona
$10.2K 356 +356 New
FSWA
555
Financial Synergies Wealth Advisors
Texas
$10K 334 – –
HIA
556
Harbor Investment Advisory
Maryland
$9.8K 343 – –
PS
557
Planned Solutions
California
$9.43K 330 +330 New
QC
558
Quent Capital
New York
$9.26K 324 -97 -23%
MFT
559
Moisand Fitzgerald Tamayo
Florida
$9K 315 – –
JWA
560
JFS Wealth Advisors
Pennsylvania
$8.71K 305 +38 +14%
CAM
561
Costello Asset Management
Pennsylvania
$8.57K 300 – –
RL
562
Rogco LP
Oklahoma
$8.57K 300 – –
OSNBOA
563
Old Second National Bank of Aurora
Illinois
$8.57K 300 – –
WIM
564
Westside Investment Management
California
$8.4K 294 – –
CFD
565
Creative Financial Designs
Indiana
$8.29K 290 +290 New
ST
566
Smithfield Trust
Pennsylvania
$8K 285 – –
BTI
567
Blue Trust Inc
Georgia
$8K 287 +181 +171%
WT
568
Whittier Trust
California
$7.25K 254 -198 -44%
SJIM
569
St. Johns Investment Management
Florida
$7.14K 250 – –
GKIM
570
GW&K Investment Management
Massachusetts
$7K 249 -13 -5%
WAS
571
Winch Advisory Services
Wisconsin
$6.5K 228 +2 +0.9%
GWM
572
Geneos Wealth Management
Colorado
$6.09K 213 -3 -1%
TFGT
573
TS Financial Group (TSFG)
Illinois
$6K 200 -32 -14%
HBW
574
Hazlett, Burt & Watson
West Virginia
$6K 200 – –
EBA
575
Eagle Bay Advisors
New York
$5.71K 200 – –
21 22
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