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CenterPoint Energy

646 hedge funds and large institutions have $12.2B invested in CenterPoint Energy in 2019 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 235 increasing their positions, 225 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $20.4M | Put options by funds: $13M

55% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 58

7% more capital invested

Capital invested by funds: $11.4B → $12.2B (+$808M)

4% more funds holding

Funds holding: 621646 (+25)

4% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 225

2.14% less ownership

Funds ownership: 81.75%79.61% (-2.1%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
646
Holders Change
+25
Holders Change %
+4.03%
% of All Funds
13.98%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.15%
New
90
Increased
235
Reduced
225
Closed
58
Calls
$20.4M
Puts
$13M
Net Calls
+$7.37M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WCG
626
Weaver Consulting Group
California
$5K +$4.78K +158 New
IF
627
Ironwood Financial
Arizona
$4K
TFO
628
Tarbox Family Office
California
$4K
CI
629
CX Institutional
Indiana
$4K +$2.87K +95 +475%
CFG
630
Citizens Financial Group
Rhode Island
$4K +$3.81K +126 New
TCOV
631
Trust Company of Vermont
Vermont
$3K -$3.33K -110 -50%
Fidelity International
632
Fidelity International
Bermuda
$2K -$60 -2 -3%
CBT
633
Capital Bank & Trust
California
$2K
M
634
MOTCO
Texas
$2K
AIA
635
Alera Investment Advisors
Illinois
$2K +$1.57K +52 New
MA
636
MUFG Americas
New York
$2K +$1.57K +52 New
GWS
637
Glassman Wealth Services
Virginia
$2K +$1.63K +54 +300%
CFA
638
Camarda Financial Advisors
Florida
$2K +$2.27K +75 New
QT
639
Quantbot Technologies
New York
$1K -$68.2K -2,257 -98%
GWMIA
640
Global Wealth Management Investment Advisory
Florida
$1K -$6.2K -205 -90%
BFC
641
Bedel Financial Consulting
Indiana
$1K
BCA
642
Berman Capital Advisors
Georgia
$1K
WF
643
WealthTrust Fairport
Ohio
$1K
ED
644
Exane Derivatives
France
$31
CC
645
Carlson Capital
Texas
-$73M -2,585,553 Closed
ZP
646
Zimmer Partners
New York
-$56.1M -1,987,950 Closed
LM
647
Luminus Management
Texas
-$50.4M -1,785,160 Closed
Financial Engines Advisors
648
Financial Engines Advisors
California
-$11.8M -418,987 Closed
SHA
649
Shelter Harbor Advisors
Connecticut
-$5.65M -200,000 Closed
KC
650
Kepos Capital
New York
-$5.47M -193,873 Closed