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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
VNA
576
Valley National Advisers
Pennsylvania
$1K +$867 +30 New
AIC
577
Archer Investment Corporation
Indiana
$940
PWA
578
Provenance Wealth Advisors
Florida
$940 +$1.01K +35 New
SFA
579
Semmax Financial Advisors
North Carolina
$823 +$896 +31 New
BAAM
580
Baker Avenue Asset Management
California
$618
ECM
581
Everence Capital Management
Indiana
$524
AWM
582
AllSquare Wealth Management
New York
$510
AWM
583
Avior Wealth Management
Nebraska
$493
CFS
584
CGC Financial Services
Oregon
$483
WA
585
WestEnd Advisors
North Carolina
$430 +$462 +16 New
SWA
586
SOA Wealth Advisors
New York
$403
Kayne Anderson Rudnick Investment Management
587
Kayne Anderson Rudnick Investment Management
California
$376
TFM
588
TFC Financial Management
Massachusetts
$376 +$405 +14 New
TWD
589
True Wealth Design
Ohio
$350 -$29 -1 -7%
CWC
590
Carolinas Wealth Consulting
North Carolina
$349
FGAM
591
Financial Gravity Asset Management
Texas
$312 -$491 -17 -59%
HWP
592
Highline Wealth Partners
California
$295
AWM
593
Abound Wealth Management
Tennessee
$218 -$405 -14 -64%
TWP
594
TFO Wealth Partners
Ohio
$175 +$173 +6 New
LF
595
Lee Financial
Texas
$162
CTWM
596
Cherry Tree Wealth Management
Minnesota
$135
AWM
597
Atticus Wealth Management
Florida
$54 +$58 +2 New
Renaissance Technologies
598
Renaissance Technologies
New York
-$20.4M -698,100 Closed
TI
599
Trexquant Investment
Connecticut
-$5.41M -185,745 Closed
GCM
600
Greenland Capital Management
New York
-$5.06M -173,465 Closed

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.