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CenterPoint Energy

628 hedge funds and large institutions have $18.7B invested in CenterPoint Energy in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 248 increasing their positions, 196 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $6.38M

27% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 196

14% more capital invested

Capital invested by funds: $16.3B → $18.7B (+$2.32B)

3.35% more ownership

Funds ownership: 90.8%94.15% (+3.4%)

4% less funds holding

Funds holding: 652628 (-24)

20% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 85

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
628
Holders Change
-24
Holders Change %
-3.68%
% of All Funds
9.07%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
68
Increased
248
Reduced
196
Closed
85
Calls
$24.9M
Puts
$6.38M
Net Calls
+$18.5M
Net Calls Change
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
601
Provenance Wealth Advisors
Florida
$1.05K
JFGIW
602
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.02K +$974 +33 New
AW
603
Avion Wealth
Texas
$1K
CA
604
Centerpoint Advisors
Massachusetts
$1K
FMP
605
Financial Management Professionals
Texas
$1K
TWD
606
True Wealth Design
Ohio
$961 +$266 +9 +41%
CPG
607
Cornerstone Planning Group
New Jersey
$727 +$266 +9 +47%
CWC
608
Carolinas Wealth Consulting
North Carolina
$713
UWS
609
Unique Wealth Strategies
Illinois
$712 +$738 +25 New
AWM
610
AllSquare Wealth Management
New York
$589
RWM
611
Ruedi Wealth Management
Illinois
$589 +$561 +19 New
ECM
612
Everence Capital Management
Indiana
$569
CFS
613
CGC Financial Services
Oregon
$558
BIA
614
Bell Investment Advisors
California
$558 +$531 +18 New
OWA
615
Opal Wealth Advisors
New York
$558 +$531 +18 New
VWA
616
Valued Wealth Advisors
Utah
$403
PO
617
Private Ocean
California
$372 -$4.25K -144 -92%
HWP
618
Highline Wealth Partners
California
$341
NL
619
NVWM LLC
Pennsylvania
$310 +$295 +10 New
WPA
620
West Paces Advisors
Georgia
$279 +$266 +9 New
WA
621
WestEnd Advisors
North Carolina
$248 -$59 -2 -20%
TFM
622
TFC Financial Management
Massachusetts
$217 +$89 +3 +75%
CTWM
623
Cherry Tree Wealth Management
Minnesota
$155
DWA
624
Delos Wealth Advisors
Texas
$155
AFWM
625
Abich Financial Wealth Management
Virginia
$93

CNP Hedge Fund Activity: Q2 2024 in Review

628 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CenterPoint Energy (CNP) for Q2 2024, worth a combined $18.7B — up 14% from $16.3B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of CNP and 68 opened new positions — a net loss of 17 holders — while 196 trimmed existing stakes and 248 added.

The largest buyer was Capital Research Global Investors, adding an estimated $429M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $74.3M sold.

  • 628 institutional investors held CenterPoint Energy (CNP) as of Q2 2024, down from 652 in Q1 2024.
  • Funds reported $18.7B of CenterPoint Energy stock for Q2 2024, up 14% quarter-over-quarter.
  • 68 funds opened new CenterPoint Energy positions in Q2 2024 and 85 closed out, a net change of -17 holders.
  • The largest CenterPoint Energy buyer in Q2 2024 was Capital Research Global Investors, an estimated $429M added.
  • The largest CenterPoint Energy seller in Q2 2024 was Point72 Asset Management, an estimated $74.3M sold.

Based on aggregated 13F filings for Q2 2024.