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CenterPoint Energy
CNP

627 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.

New
Increased
Maintained
Reduced
Closed

1,155% more call options, than puts

Call options by funds: $50.5M | Put options by funds: $4.02M

63% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 56

9% more capital invested

Capital invested by funds: $15.4B → $16.8B (+$1.42B)

5% more funds holding

Funds holding: 599 → 627 (+28)

2.41% more ownership

Funds ownership: 90.73% → 93.14% (+2.4%)

5% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 202

75% less funds holding in top 10

Funds holding in top 10: 4 → 1 (-3)

Holders
627
Holders Change
+28
Holders Change %
+4.67%
% of All Funds
9.14%
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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$252M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$213M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$108M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$99.3M
5
Goldman Sachs
Goldman Sachs
New York
+$67.5M

Top Sellers

Rank Fund Capital Flow
1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$135M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$117M
3
JP Morgan Chase
JP Morgan Chase
New York
-$88.4M
4
Boston Partners
Boston Partners
Massachusetts
-$79.1M
5
CIA
ClearBridge Investments (Australia)
Australia
-$49.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
DF
601
Dunhill Financial
United Kingdom
$1.14K +$1.11K +40 New
CAS
602
Coppell Advisory Solutions
Texas
$1.11K +$1.08K +39 New
AIC
603
Archer Investment Corporation
Indiana
$1K – – –
CA
604
Centerpoint Advisors
Massachusetts
$1K – – –
FMP
605
Financial Management Professionals
Texas
$1K – – –
AW
606
Avion Wealth
Texas
$1K +$111 +4 +12%
CAL
607
Capital Analysts LLC
Pennsylvania
$1K +$695 +25 New
PWA
608
Provenance Wealth Advisors
Florida
$971 -$28 -1 -3%
SFA
609
Semmax Financial Advisors
North Carolina
$845 – – –
PMFA
610
Plante Moran Financial Advisors
Michigan
$743 +$723 +26 New
FGAM
611
Financial Gravity Asset Management
Texas
$644 +$334 +12 +100%
BHWM
612
Beaird Harris Wealth Management
Texas
$600 +$584 +21 New
AWM
613
AllSquare Wealth Management
New York
$543 – – –
AssetMark Inc
614
AssetMark Inc
California
$543 +$528 +19 New
AWM
615
Avior Wealth Management
Nebraska
$524 – – –
CFS
616
CGC Financial Services
Oregon
$514 – – –
SWA
617
SOA Wealth Advisors
New York
$429 – – –
VWA
618
Valued Wealth Advisors
Utah
$403 +$417 +15 New
TWD
619
True Wealth Design
Ohio
$372 – – –
CWC
620
Carolinas Wealth Consulting
North Carolina
$371 – – –
HWP
621
Highline Wealth Partners
California
$314 – – –
WA
622
WestEnd Advisors
North Carolina
$257 -$195 -7 -44%
AWM
623
Abound Wealth Management
Tennessee
$234 – – –
TCOV
624
Trust Company of Vermont
Vermont
$229 -$167K -5,992 -100%
TWP
625
TFO Wealth Partners
Ohio
$171 – – –
23 24
25
26 27

CNP Hedge Fund Activity: Q4 2023 in Review

627 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CenterPoint Energy (CNP) for Q4 2023, worth a combined $16.8B — up 9.2% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new CNP positions and 56 closed out — a net gain of 35 holders — while 213 added to existing stakes and 202 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $252M. The largest seller was Mitsubishi UFJ Trust & Banking, cutting an estimated $135M.

  • 627 institutional investors held CenterPoint Energy (CNP) as of Q4 2023, up from 599 in Q3 2023.
  • Funds reported $16.8B of CenterPoint Energy stock for Q4 2023, up 9.2% quarter-over-quarter.
  • 91 funds opened new CenterPoint Energy positions in Q4 2023 and 56 closed out, a net change of +35 holders.
  • The largest CenterPoint Energy buyer in Q4 2023 was Morgan Stanley, an estimated $252M added.
  • The largest CenterPoint Energy seller in Q4 2023 was Mitsubishi UFJ Trust & Banking, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2023.