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CenterPoint Energy
CNP

651 hedge funds and large institutions have $20B invested in CenterPoint Energy in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 250 increasing their positions, 180 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more call options, than puts

Call options by funds: $55.1M | Put options by funds: $15.7M

66% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 65

39% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 180

13% more capital invested

Capital invested by funds: $17.8B → $20B (+$2.26B)

5% more funds holding

Funds holding: 618 → 651 (+33)

4.1% more ownership

Funds ownership: 92.81% → 96.92% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
651
Holders Change
+33
Holders Change %
+5.34%
% of All Funds
8.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
108
Increased
250
Reduced
180
Closed
65
Calls
$55.1M
Puts
$15.7M
Net Calls
+$39.5M
Net Calls Change
+$18.1M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$856M
2
BC
Brookfield Corp
Ontario, Canada
+$160M
3
American Century Companies
American Century Companies
Missouri
+$98.1M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$59.2M
5
HHAM
HITE Hedge Asset Management
Massachusetts
+$57.9M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$113M
2
Pictet Asset Management
Pictet Asset Management
Switzerland
-$73M
3
WHRC
W.H. Reaves & Co
New Jersey
-$60.9M
4
Boston Partners
Boston Partners
Massachusetts
-$51M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$48M
Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
626
Valued Wealth Advisors
Utah
$952 +$185 +6 +25%
NC
627
NewSquare Capital
Pennsylvania
$952 +$924 +30 New
CWC
628
Carolinas Wealth Consulting
North Carolina
$730 +$308 +10 +77%
WA
629
Whipplewood Advisors
Colorado
$666 +$647 +21 New
AWM
630
Abound Wealth Management
Tennessee
$635 +$616 +20 New
WCM
631
WealthTrak Capital Management
Virginia
$635 +$616 +20 New
AWM
632
AllSquare Wealth Management
New York
$603 – – –
PWA
633
Principia Wealth Advisory
Texas
$603 +$585 +19 New
CFS
634
CGC Financial Services
Oregon
$571 – – –
BIA
635
Bell Investment Advisors
California
$540 +$524 +17 New
GFPC
636
Global Financial Private Client
Florida
$508 +$493 +16 New
CAWM
637
Capital A Wealth Management
Pennsylvania
$476 +$462 +15 New
CAM
638
Creekmur Asset Management
Illinois
$476 +$462 +15 New
NS
639
NBC Securities
Alabama
$467 -$3.33M -108,287 -100%
PWM
640
Parkworth Wealth Management
California
$381 +$370 +12 New
WW
641
Winnow Wealth
Texas
$360 +$370 +12 New
HWP
642
Highline Wealth Partners
California
$354 – – –
WA
643
WPG Advisers
Maryland
$254 +$246 +8 New
CTWM
644
Cherry Tree Wealth Management
Minnesota
$159 – – –
NL
645
NVWM LLC
Pennsylvania
$159 +$154 +5 New
CAM
646
Chesapeake Asset Management
New York
$158 – – –
CIA
647
Cape Investment Advisory
Georgia
$127 +$123 +4 New
LP
648
LMR Partners
United Kingdom
$127 +$123 +4 New
TFM
649
TFC Financial Management
Massachusetts
$96 – – –
AWM
650
Activest Wealth Management
Florida
$32 +$31 +1 New
24 25
26
27 28

CNP Hedge Fund Activity: Q4 2024 in Review

651 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CenterPoint Energy (CNP) for Q4 2024, worth a combined $20B — up 13% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new CNP positions and 65 closed out — a net gain of 43 holders — while 250 added to existing stakes and 180 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $856M. The largest seller was T. Rowe Price Associates, cutting an estimated $113M.

  • 651 institutional investors held CenterPoint Energy (CNP) as of Q4 2024, up from 618 in Q3 2024.
  • Funds reported $20B of CenterPoint Energy stock for Q4 2024, up 13% quarter-over-quarter.
  • 108 funds opened new CenterPoint Energy positions in Q4 2024 and 65 closed out, a net change of +43 holders.
  • The largest CenterPoint Energy buyer in Q4 2024 was Capital Research Global Investors, an estimated $856M added.
  • The largest CenterPoint Energy seller in Q4 2024 was T. Rowe Price Associates, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2024.