We are live on ! Find out more
CNP icon

CenterPoint Energy

599 hedge funds and large institutions have $15.4B invested in CenterPoint Energy in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 199 increasing their positions, 220 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $21.7M | Put options by funds: $15.2M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

1.2% more ownership

Funds ownership: 89.53%90.73% (+1.2%)

0% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 58

10% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 220

2% less funds holding

Funds holding: 609599 (-10)

7% less capital invested

Capital invested by funds: $16.5B → $15.4B (-$1.1B)

Holders
599
Holders Change
-10
Holders Change %
-1.64%
% of All Funds
9.51%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
58
Increased
199
Reduced
220
Closed
58
Calls
$21.7M
Puts
$15.2M
Net Calls
+$6.47M
Net Calls Change
-$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
626
Geller Advisors
New York
-$215K -7,382 Closed
PGFC
627
Peapack-Gladstone Financial Corp
New Jersey
-$215K -7,355 Closed
WJWM
628
Williams Jones Wealth Management
New York
-$214K -7,351 Closed
IF
629
Intrua Financial
Texas
-$212K -7,280 Closed
CGL
630
Clarius Group LLC
Washington
-$212K -7,262 Closed
SP
631
Symmetry Partners
Connecticut
-$211K -7,235 Closed
MAS
632
Meeder Advisory Services
Ohio
-$205K -7,037 Closed
DIP
633
Davis Investment Partners
North Carolina
-$212K -6,970 Closed
BCI
634
Brinker Capital Investments
Pennsylvania
-$202K -6,915 Closed
OPS
635
Orion Portfolio Solutions
Nebraska
-$202K -6,915 Closed
Luther King Capital Management (LKCM)
636
Luther King Capital Management (LKCM)
Texas
-$201K -6,912 Closed
BJL
637
Brighton Jones LLC
Washington
-$200K -6,868 Closed
IGWM
638
ICA Group Wealth Management
Colorado
-$43.7K -1,500 Closed
AIM
639
Achmea Investment Management
Netherlands
-$31K -1,052 Closed
RFA
640
Resurgent Financial Advisors
Georgia
-$28.7K -983 Closed
CFO
641
CVA Family Office
Colorado
-$24K -825 Closed
SSG
642
Summit Securities Group
New York
-$24K -825 Closed
VWM
643
Valley Wealth Managers
New Jersey
-$16.8K -575 Closed
OP
644
ORG Partners
Indiana
-$14.8K -502 Closed
FA
645
Fiduciary Alliance
South Carolina
-$8.8K -302 Closed
FBC
646
Fairfield, Bush & Co
Connecticut
-$8.37K -287 Closed
WTG
647
West Tower Group
Virginia
-$6.62K -227 Closed
TAIM
648
TD Ameritrade Investment Management
Nebraska
-$3K -90 Closed
BG
649
Bollard Group
Massachusetts
-$2K -80 Closed
DI
650
Disciplined Investments
Oklahoma
-$1.69K -58 Closed

CNP Hedge Fund Activity: Q3 2023 in Review

599 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in CenterPoint Energy (CNP) for Q3 2023, worth a combined $15.4B — down 6.7% from $16.5B a quarter earlier.

Fund positioning in CNP was balanced in Q3 2023: 58 funds opened new positions, 58 closed out, 199 added to existing stakes and 220 trimmed.

The largest buyer was Capital International Investors, adding an estimated $375M. The largest seller was Citadel Advisors, cutting an estimated $122M.

  • 599 institutional investors held CenterPoint Energy (CNP) as of Q3 2023, down from 609 in Q2 2023.
  • Funds reported $15.4B of CenterPoint Energy stock for Q3 2023, down 6.7% quarter-over-quarter.
  • 58 funds opened new CenterPoint Energy positions in Q3 2023 and 58 closed out, a net change of 0 holders.
  • The largest CenterPoint Energy buyer in Q3 2023 was Capital International Investors, an estimated $375M added.
  • The largest CenterPoint Energy seller in Q3 2023 was Citadel Advisors, an estimated $122M sold.

Based on aggregated 13F filings for Q3 2023.