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CenterPoint Energy

609 hedge funds and large institutions have $16.5B invested in CenterPoint Energy in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 190 increasing their positions, 219 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,120% more call options, than puts

Call options by funds: $27.6M | Put options by funds: $2.26M

28% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 53

2% more funds holding

Funds holding: 599609 (+10)

2% less capital invested

Capital invested by funds: $16.8B → $16.5B (-$304M)

1.08% less ownership

Funds ownership: 90.61%89.53% (-1.1%)

13% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 219

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
609
Holders Change
+10
Holders Change %
+1.67%
% of All Funds
9.56%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
68
Increased
190
Reduced
219
Closed
53
Calls
$27.6M
Puts
$2.26M
Net Calls
+$25.3M
Net Calls Change
+$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
PSP
626
Principal Street Partners
Tennessee
-$468K -15,891 Closed
ACM
627
Anfield Capital Management
California
-$378K -12,825 Closed
BA
628
Bellwether Advisors
Nebraska
-$373K -12,649 Closed
AHC
629
Adell Harriman & Carpenter
Texas
-$369K -12,536 Closed
FHB
630
First Hawaiian Bank
Hawaii
-$300K -10,197 Closed
LOAMS
631
Lombard Odier Asset Management (Switzerland)
Switzerland
-$265K -8,997 Closed
AAS
632
Annex Advisory Services
Wisconsin
-$232K -7,884 Closed
SWM
633
SeaCrest Wealth Management
New York
-$229K -7,772 Closed
RWMG
634
Redwood Wealth Management Group
New Jersey
-$222K -7,540 Closed
AWE
635
Avidian Wealth Enterprises
Texas
-$219K -7,444 Closed
AWM
636
Axxcess Wealth Management
California
-$219K -7,434 Closed
AWA
637
Acorn Wealth Advisors
Michigan
-$217K -7,351 Closed
BOS
638
Bank of Stockton
California
-$206K -7,000 Closed
BC
639
Bridgefront Capital
Texas
-$206K -6,987 Closed
GCP
640
GSA Capital Partners
United Kingdom
-$204K -6,924 Closed
SW
641
SVB Wealth
Massachusetts
-$202K -6,847 Closed
PAG
642
Private Advisor Group
New Jersey
-$201K -6,827 Closed
BAM
643
Belpointe Asset Management
Nevada
-$135K -4,578 Closed
AWM
644
Accel Wealth Management
Iowa
-$113K -3,849 Closed
SOW
645
State of Wyoming
Wyoming
-$110K -3,726 Closed
MCM
646
Magnolia Capital Management
New York
-$88K -3,000 Closed
AP
647
Arlington Partners
Alabama
-$44.2K -1,500 Closed
CIA
648
Cascade Investment Advisors
Oregon
-$38.3K -1,300 Closed
AAS
649
Ameritas Advisory Services
Nebraska
-$26.4K -894 Closed
TWA
650
TCI Wealth Advisors
Arizona
-$17.6K -598 Closed

CNP Hedge Fund Activity: Q2 2023 in Review

609 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in CenterPoint Energy (CNP) for Q2 2023, worth a combined $16.5B — down 1.8% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new CNP positions and 53 closed out — a net gain of 15 holders — while 190 added to existing stakes and 219 trimmed.

The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $322M. The largest seller was Nuveen, cutting an estimated $159M.

  • 609 institutional investors held CenterPoint Energy (CNP) as of Q2 2023, up from 599 in Q1 2023.
  • Funds reported $16.5B of CenterPoint Energy stock for Q2 2023, down 1.8% quarter-over-quarter.
  • 68 funds opened new CenterPoint Energy positions in Q2 2023 and 53 closed out, a net change of +15 holders.
  • The largest CenterPoint Energy buyer in Q2 2023 was T. Rowe Price Investment Management, an estimated $322M added.
  • The largest CenterPoint Energy seller in Q2 2023 was Nuveen, an estimated $159M sold.

Based on aggregated 13F filings for Q2 2023.