CenterPoint Energy
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$252M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$213M |
| 3 |
Neuberger Berman Group
New York
|
+$108M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$99.3M |
| 5 |
Goldman Sachs
New York
|
+$67.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$135M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$117M |
| 3 |
JP Morgan Chase
New York
|
-$88.4M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$79.1M |
| 5 |
CIA
ClearBridge Investments (Australia)
Sydney,
Australia
|
-$49.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MIM
676
Macroview Investment Management
Bethesda,
Maryland
| – | -$2.52K | -94 | Closed |
|
|
RFG
677
RFP Financial Group
Atlanta,
Georgia
| – | -$1.91K | -71 | Closed |
|
|
PP
678
PFS Partners
Mine Hill,
New Jersey
| – | -$1.84K | -68 | Closed |
|
|
BAAM
679
Baker Avenue Asset Management
San Francisco,
California
| – | -$618 | -23 | Closed |
|
680
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$376 | -14 | Closed |
|
|
TFM
681
TFC Financial Management
Boston,
Massachusetts
| – | -$376 | -14 | Closed |
|
|
LF
682
Lee Financial
Dallas,
Texas
| – | -$162 | -6 | Closed |
|
|
AWM
683
Atticus Wealth Management
Palm Beach Gardens,
Florida
| – | -$54 | -2 | Closed |
|
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.