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CenterPoint Energy
CNP

581 hedge funds and large institutions have $11.5B invested in CenterPoint Energy in 2019 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 181 increasing their positions, 225 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

10% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 87

3.14% more ownership

Funds ownership: 81.21% → 84.35% (+3.1%)

10% more call options, than puts

Call options by funds: $27.2M | Put options by funds: $24.8M

1% less funds holding

Funds holding: 587 → 581 (-6)

6% less capital invested

Capital invested by funds: $12.3B → $11.5B (-$735M)

20% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 225

Holders
581
Holders Change
-6
Holders Change %
-1.02%
% of All Funds
11.45%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
96
Increased
181
Reduced
225
Closed
87
Calls
$27.2M
Puts
$24.8M
Net Calls
+$2.4M
Net Calls Change
-$6.41M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$377M
2
ZP
Zimmer Partners
New York
+$269M
3
Citadel Advisors
Citadel Advisors
Florida
+$113M
4
BPSG
Brookfield Public Securities Group
New York
+$61.3M
5
Renaissance Technologies
Renaissance Technologies
New York
+$43.5M

Top Sellers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$123M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$85.2M
3
Cohen & Steers
Cohen & Steers
New York
-$59.1M
4
Wells Fargo
Wells Fargo
California
-$54.4M
5
NIMC
NWQ Investment Management Company
California
-$52.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
651
Sandy Spring Bank
Maryland
– -$19K -625 Closed
AIM
652
AIA Investment Management
Singapore
– -$16K -537 Closed
NIC
653
Northwest Investment Counselors
Oregon
– -$15K -500 Closed
CAGAS
654
Capital Advisory Group Advisory Services
Minnesota
– -$6K -200 Closed
CI
655
CX Institutional
Indiana
– -$4K -148 Closed
SWM
656
Selective Wealth Management
Virginia
– -$4K -138 Closed
GWAG
657
Garrett Wealth Advisory Group
Texas
– -$3.08K -102 Closed
SB
658
Strategic Blueprint
Georgia
– -$2K -81 Closed
PWP
659
Personal Wealth Partners
Minnesota
– -$1K -47 Closed
AWM
660
AllSquare Wealth Management
New York
– -$1.06K -39 Closed
FPFS
661
First Personal Financial Services
North Carolina
– -$1K -31 Closed
BL
662
Balentine LLC
Georgia
– -$1K -26 Closed
LWA
663
Lenox Wealth Advisors
New York
– +$190 +7 New
Parallax Volatility Advisers
664
Parallax Volatility Advisers
California
– +$299 +11 New
23 24 25 26
27

CNP Hedge Fund Activity: Q4 2019 in Review

581 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in CenterPoint Energy (CNP) for Q4 2019, worth a combined $11.5B — down 6% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new CNP positions and 87 closed out — a net gain of 9 holders — while 181 added to existing stakes and 225 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $377M. The largest seller was Adage Capital Partners, cutting an estimated $123M.

  • 581 institutional investors held CenterPoint Energy (CNP) as of Q4 2019, down from 587 in Q3 2019.
  • Funds reported $11.5B of CenterPoint Energy stock for Q4 2019, down 6% quarter-over-quarter.
  • 96 funds opened new CenterPoint Energy positions in Q4 2019 and 87 closed out, a net change of +9 holders.
  • The largest CenterPoint Energy buyer in Q4 2019 was T. Rowe Price Associates, an estimated $377M added.
  • The largest CenterPoint Energy seller in Q4 2019 was Adage Capital Partners, an estimated $123M sold.

Based on aggregated 13F filings for Q4 2019.