We are live on ! Find out more
CNP icon

CenterPoint Energy

618 hedge funds and large institutions have $17.8B invested in CenterPoint Energy in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 199 increasing their positions, 221 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $44.3M | Put options by funds: $23M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less capital invested

Capital invested by funds: $18.7B → $17.8B (-$874M)

8% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 78

10% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 221

1.34% less ownership

Funds ownership: 94.15%92.81% (-1.3%)

2% less funds holding

Funds holding: 628618 (-10)

Holders
618
Holders Change
-10
Holders Change %
-1.59%
% of All Funds
8.87%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
72
Increased
199
Reduced
221
Closed
78
Calls
$44.3M
Puts
$23M
Net Calls
+$21.3M
Net Calls Change
+$2.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
601
Financial Management Professionals
Texas
$1K
PWA
602
Provenance Wealth Advisors
Florida
$1K
PCM
603
Penserra Capital Management
California
$1K +$84 +3 +6%
PWMG
604
Private Wealth Management Group
New Jersey
$942 -$2.91K -104 -76%
FNWA
605
Financial Network Wealth Advisors
Utah
$912 -$1.51K -54 -64%
TWD
606
True Wealth Design
Ohio
$883 -$28 -1 -3%
VWA
607
Valued Wealth Advisors
Utah
$707 +$308 +11 +85%
CPG
608
Cornerstone Planning Group
New Jersey
$559 -$252 -9 -32%
AWM
609
AllSquare Wealth Management
New York
$559
CFS
610
CGC Financial Services
Oregon
$530
CA
611
Claris Advisors
Missouri
$500 +$476 +17 New
CWC
612
Carolinas Wealth Consulting
North Carolina
$383 -$280 -10 -43%
HWP
613
Highline Wealth Partners
California
$326
WA
614
WestEnd Advisors
North Carolina
$265 +$28 +1 +13%
CTWM
615
Cherry Tree Wealth Management
Minnesota
$148
CAM
616
Chesapeake Asset Management
New York
$147 +$140 +5 New
TFM
617
TFC Financial Management
Massachusetts
$89 -$112 -4 -57%
RS
618
Rakuten Securities
Japan
$29
PCFFS
619
Pacific Center for Financial Services
California
$9
DWM
620
Dogwood Wealth Management
Kansas
$2
BC
621
Brookfield Corp
Ontario, Canada
-$85.3M -2,752,915 Closed
Canada Pension Plan Investment Board
622
Canada Pension Plan Investment Board
Ontario, Canada
-$36.2M -1,167,899 Closed
APG Asset Management
623
APG Asset Management
Netherlands
-$31.7M -1,097,457 Closed
MIM
624
Merewether Investment Management
Texas
-$31.2M -1,006,700 Closed
YCM
625
Yaupon Capital Management
New York
-$9.14M -294,900 Closed