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CenterPoint Energy

538 hedge funds and large institutions have $6.49B invested in CenterPoint Energy in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 201 increasing their positions, 184 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 184

0.78% less ownership

Funds ownership: 84.35%83.56% (-0.78%)

7% less funds holding

Funds holding: 581538 (-43)

15% less call options, than puts

Call options by funds: $20M | Put options by funds: $23.6M

31% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 116

44% less capital invested

Capital invested by funds: $11.5B → $6.49B (-$5.05B)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
538
Holders Change
-43
Holders Change %
-7.4%
% of All Funds
11.86%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
80
Increased
201
Reduced
184
Closed
116
Calls
$20M
Puts
$23.6M
Net Calls
-$3.6M
Net Calls Change
-$5.99M
Name Holding Trade Value Shares
Change
Change in
Stake
FBT
626
First Bank & Trust
South Dakota
-$22K -803 Closed
TAIM
627
TD Ameritrade Investment Management
Nebraska
-$20K -751 Closed
RIA
628
Realta Investment Advisors
Delaware
-$10K -405 Closed
AC
629
Asio Capital
Kentucky
-$8 -300 Closed
ACM
630
Anfield Capital Management
California
-$8K -281 Closed
RMAM
631
Raab & Moskowitz Asset Management
New Jersey
-$7K -262 Closed
TCM
632
TD Capital Management
Tennessee
-$7K -241 Closed
ONST
633
Old North State Trust
North Carolina
-$6K -221 Closed
PW
634
Price Wealth
Texas
-$5K -194 Closed
AWA
635
Arkadios Wealth Advisors
Georgia
-$3.42K -126 Closed
SQA
636
Simon Quick Advisors
New Jersey
-$3K -116 Closed
NIM
637
NuWave Investment Management
New Jersey
-$2K -88 Closed
RA
638
Rational Advisors
New York
-$2K -88 Closed
WCM
639
Wealthcare Capital Management
Virginia
-$2K -72 Closed
CWA
640
Capital Wealth Alliance
Arizona
-$2K -60 Closed
EWA
641
Evolution Wealth Advisors
Florida
-$2K -58 Closed
Fidelity International
642
Fidelity International
Bermuda
-$1K -20 Closed
SHWM
643
Silicon Hills Wealth Management
Texas
-$61 -1 Closed
EWM
644
EPG Wealth Management
Georgia
+$184 +8 New
PCTC
645
Perkins Coie Trust Company
Washington
+$229 +10 New
Simplex Trading
646
Simplex Trading
Illinois
+$321 +14 New
LSA
647
Lion Street Advisors
Texas
+$413 +18 New
HI
648
Hudock Inc
Pennsylvania
+$1.19K +52 New