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CenterPoint Energy
CNP

627 hedge funds and large institutions have $16.8B invested in CenterPoint Energy in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 213 increasing their positions, 202 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,155% more call options, than puts

Call options by funds: $50.5M | Put options by funds: $4.02M

63% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 56

9% more capital invested

Capital invested by funds: $15.4B → $16.8B (+$1.42B)

5% more funds holding

Funds holding: 599 → 627 (+28)

2.41% more ownership

Funds ownership: 90.73% → 93.14% (+2.4%)

5% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 202

75% less funds holding in top 10

Funds holding in top 10: 4 → 1 (-3)

Holders
627
Holders Change
+28
Holders Change %
+4.67%
% of All Funds
9.14%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
91
Increased
213
Reduced
202
Closed
56
Calls
$50.5M
Puts
$4.02M
Net Calls
+$46.5M
Net Calls Change
+$40M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$252M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$213M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$108M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$99.3M
5
Goldman Sachs
Goldman Sachs
New York
+$67.5M

Top Sellers

Rank Fund Capital Flow
1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$135M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$117M
3
JP Morgan Chase
JP Morgan Chase
New York
-$88.4M
4
Boston Partners
Boston Partners
Massachusetts
-$79.1M
5
CIA
ClearBridge Investments (Australia)
Australia
-$49.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
626
Cherry Tree Wealth Management
Minnesota
$143 – – –
RS
627
Rakuten Securities
Japan
$57 +$56 +2 New
DWM
628
Dogwood Wealth Management
Kansas
$3 – – –
CCM
629
Cinctive Capital Management
New York
– -$17.6M -653,723 Closed
Adage Capital Partners
630
Adage Capital Partners
Massachusetts
– -$16.8M -627,538 Closed
Tudor Investment Corp
631
Tudor Investment Corp
Connecticut
– -$14.9M -556,730 Closed
Assenagon Asset Management
632
Assenagon Asset Management
Luxembourg
– -$13.2M -490,995 Closed
ECM
633
ExodusPoint Capital Management
New York
– -$4.04M -150,532 Closed
PMEF
634
Point72 Middle East FZE
United Arab Emirates
– -$2.33M -86,737 Closed
TCM
635
Teza Capital Management
Illinois
– -$2.09M -77,751 Closed
ECM
636
Element Capital Management
New York
– -$1.88M -69,927 Closed
VFA
637
Values First Advisors
Tennessee
– -$1.58M -58,848 Closed
IFU
638
iSAM Funds (UK)
United Kingdom
– -$1.48M -55,156 Closed
PI
639
PineBridge Investments
New York
– -$1.14M -42,453 Closed
SCM
640
Stevens Capital Management
Pennsylvania
– -$1.11M -41,283 Closed
TC
641
Toews Corporation
New Jersey
– -$765K -28,500 Closed
DFCM
642
Dark Forest Capital Management
Puerto Rico
– -$749K -27,903 Closed
Walleye Capital
643
Walleye Capital
New York
– -$768K -27,617 Closed
EGM
644
Engineers Gate Manager
New York
– -$551K -20,521 Closed
FPAS
645
Focus Partners Advisor Solutions
Missouri
– -$519K -19,347 Closed
SI
646
Symmetry Investments
Jersey
– -$500K -18,625 Closed
FRM
647
Fox Run Management
Connecticut
– -$494K -18,417 Closed
NICM
648
Neo Ivy Capital Management
New York
– -$450K -16,748 Closed
AC
649
AXQ Capital
New Jersey
– -$395K -14,700 Closed
SPA
650
Sherbrooke Park Advisers
New York
– -$335K -12,463 Closed
24 25
26
27 28

CNP Hedge Fund Activity: Q4 2023 in Review

627 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CenterPoint Energy (CNP) for Q4 2023, worth a combined $16.8B — up 9.2% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new CNP positions and 56 closed out — a net gain of 35 holders — while 213 added to existing stakes and 202 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $252M. The largest seller was Mitsubishi UFJ Trust & Banking, cutting an estimated $135M.

  • 627 institutional investors held CenterPoint Energy (CNP) as of Q4 2023, up from 599 in Q3 2023.
  • Funds reported $16.8B of CenterPoint Energy stock for Q4 2023, up 9.2% quarter-over-quarter.
  • 91 funds opened new CenterPoint Energy positions in Q4 2023 and 56 closed out, a net change of +35 holders.
  • The largest CenterPoint Energy buyer in Q4 2023 was Morgan Stanley, an estimated $252M added.
  • The largest CenterPoint Energy seller in Q4 2023 was Mitsubishi UFJ Trust & Banking, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2023.