CenterPoint Energy
621 hedge funds and large institutions have $11.4B invested in CenterPoint Energy in 2018 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 232 increasing their positions, 208 reducing their positions, and 81 closing their positions.
87% more call options, than puts
Call options by funds: $13M | Put options by funds: $6.94M
19% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 81
12% more repeat investments, than reductions
Existing positions increased: 232 | Existing positions reduced: 208
2% more funds holding
Funds holding: 611 → 621 (+10)
3% more capital invested
Capital invested by funds: $11.1B → $11.4B (+$344M)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
12.21% less ownership
Funds ownership: 93.96% → 81.75% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$96.4M |
| 2 |
State Street
Boston,
Massachusetts
|
+$90.6M |
| 3 |
Man Group
London,
United Kingdom
|
+$81.7M |
| 4 |
ZP
Zimmer Partners
New York
|
+$55.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$44.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$133M |
| 2 |
LM
Luminus Management
Houston,
Texas
|
-$126M |
| 3 |
ECM
Element Capital Management
New York
|
-$94M |
| 4 |
Goldman Sachs
New York
|
-$73.7M |
| 5 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$47.6M |
CNP Hedge Fund Activity: Q4 2018 in Review
621 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in CenterPoint Energy (CNP) for Q4 2018, worth a combined $11.4B — up 3.1% from $11.1B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new CNP positions and 81 closed out — a net gain of 15 holders — while 232 added to existing stakes and 208 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $96.4M. The largest seller was Balyasny Asset Management, cutting an estimated $133M.
- 621 institutional investors held CenterPoint Energy (CNP) as of Q4 2018, up from 611 in Q3 2018.
- Funds reported $11.4B of CenterPoint Energy stock for Q4 2018, up 3.1% quarter-over-quarter.
- 96 funds opened new CenterPoint Energy positions in Q4 2018 and 81 closed out, a net change of +15 holders.
- The largest CenterPoint Energy buyer in Q4 2018 was Fidelity Investments, an estimated $96.4M added.
- The largest CenterPoint Energy seller in Q4 2018 was Balyasny Asset Management, an estimated $133M sold.
Based on aggregated 13F filings for Q4 2018.