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CenterPoint Energy

531 hedge funds and large institutions have $11.8B invested in CenterPoint Energy in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 191 increasing their positions, 172 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 172

6% more capital invested

Capital invested by funds: $11.2B → $11.8B (+$655M)

0.06% more ownership

Funds ownership: 94.77%94.83% (+0.06%)

3% less call options, than puts

Call options by funds: $25.4M | Put options by funds: $26.2M

5% less funds holding

Funds holding: 558531 (-27)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

26% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 84

Holders
531
Holders Change
-27
Holders Change %
-4.84%
% of All Funds
9.32%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
62
Increased
191
Reduced
172
Closed
84
Calls
$25.4M
Puts
$26.2M
Net Calls
-$770K
Net Calls Change
+$5.88M
Name Holding Trade Value Shares
Change
Change in
Stake
LCS
576
Levin Capital Strategies
New York
-$216K -10,000 Closed
FFN
577
Focus Financial Network
Minnesota
-$205K -9,475 Closed
N
578
Natixis
France
-$204K -9,450 Closed
WPC
579
Waters Parkerson & Co
Louisiana
-$204K -9,425 Closed
IA
580
Inspire Advisors
Idaho
-$157K -7,278 Closed
Capstone Investment Advisors
581
Capstone Investment Advisors
New York
-$132K -6,179 Closed
SFPG
582
Stonebridge Financial Planning Group
Florida
-$130K -6,000 Closed
FC
583
FORA Capital
Florida
-$123K -5,700 Closed
VCG
584
Vantage Consulting Group
Virginia
-$120K -5,543 Closed
JIR
585
James Investment Research
Ohio
-$116K -5,380 Closed
O
586
Ossiam
France
-$99K -4,583 Closed
PS
587
Planned Solutions
California
-$81K -3,730 Closed
NIM
588
NuWave Investment Management
New Jersey
-$76K -3,521 Closed
PWPS
589
Pinnacle Wealth Planning Services
Ohio
-$74K -3,442 Closed
RPWA
590
Regent Peak Wealth Advisors
Georgia
-$37K -1,687 Closed
AW
591
Avion Wealth
Texas
-$26K -1,180 Closed
PFO
592
Pathstone Family Office
New Jersey
-$17K -784 Closed
RWA
593
Ropes Wealth Advisors
Massachusetts
-$13K -607 Closed
FPB
594
First PREMIER Bank
South Dakota
-$13K -600 Closed
CAAS
595
Capital Asset Advisory Services
Michigan
-$13K -591 Closed
TFA
596
Toth Financial Advisory
Virginia
-$12K -543 Closed
AWM
597
Avior Wealth Management
Nebraska
-$9.83K -461 -96%
TCOV
598
Trust Company of Vermont
Vermont
-$8K -386 Closed
CCA
599
Childress Capital Advisors
Texas
-$7K -311 Closed
SIAG
600
Safeguard Investment Advisory Group
California
-$5K -242 Closed

CNP Hedge Fund Activity: Q1 2021 in Review

531 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in CenterPoint Energy (CNP) for Q1 2021, worth a combined $11.8B — up 5.9% from $11.2B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of CNP and 62 opened new positions — a net loss of 22 holders — while 172 trimmed existing stakes and 191 added.

The largest buyer was Capital Research Global Investors, adding an estimated $77.2M. The largest seller was Citadel Advisors, cutting an estimated $113M.

  • 531 institutional investors held CenterPoint Energy (CNP) as of Q1 2021, down from 558 in Q4 2020.
  • Funds reported $11.8B of CenterPoint Energy stock for Q1 2021, up 5.9% quarter-over-quarter.
  • 62 funds opened new CenterPoint Energy positions in Q1 2021 and 84 closed out, a net change of -22 holders.
  • The largest CenterPoint Energy buyer in Q1 2021 was Capital Research Global Investors, an estimated $77.2M added.
  • The largest CenterPoint Energy seller in Q1 2021 was Citadel Advisors, an estimated $113M sold.

Based on aggregated 13F filings for Q1 2021.