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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
TWD
601
True Wealth Design
Ohio
$409
Kayne Anderson Rudnick Investment Management
602
Kayne Anderson Rudnick Investment Management
California
$408 +$414 +14 New
CWC
603
Carolinas Wealth Consulting
North Carolina
$379
UFF
604
USA Financial Formulas
Michigan
$350
HWP
605
Highline Wealth Partners
California
$321
LF
606
Lee Financial
Texas
$175 +$177 +6 New
CTWM
607
Cherry Tree Wealth Management
Minnesota
$146 +$148 +5 New
Comerica Bank
608
Comerica Bank
Texas
$1 +$46.4K +1,569 New
CGIM
609
Capital Group Investment Management
Singapore
-$22.3M -757,545 Closed
LIP
610
Lighthouse Investment Partners
Florida
-$18.5M -628,201 Closed
DRP
611
Decade Renewable Partners
Texas
-$8.49M -288,100 Closed
BCM
612
Brasada Capital Management
Texas
-$3.87M -131,314 Closed
CCM
613
Cinctive Capital Management
New York
-$3.8M -128,995 Closed
E
614
Ergoteles
New York
-$2.68M -90,959 Closed
FAF
615
Första AP-fonden
Sweden
-$2.21M -75,100 Closed
ClearBridge Investments
616
ClearBridge Investments
New York
-$2.13M -72,390 Closed
WBC
617
Westpac Banking Corp
Australia
-$1.59M -53,980 Closed
TC
618
TwinBeech Capital
New York
-$1.29M -43,897 Closed
RWA
619
Ropes Wealth Advisors
Massachusetts
-$1.13M -38,389 Closed
CIM
620
Contravisory Investment Management
Massachusetts
-$1.09M -36,936 Closed
JF
621
Jump Financial
Illinois
-$756K -25,661 Closed
PCM
622
Palisade Capital Management
New Jersey
-$727K -24,680 Closed
XT
623
XTX Topco
Cayman Islands
-$700K -23,769 Closed
EGM
624
Engineers Gate Manager
New York
-$654K -22,215 Closed
BPC
625
Banque Pictet & Cie
Switzerland
-$564K -19,156 Closed

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.