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CenterPoint Energy

646 hedge funds and large institutions have $12.2B invested in CenterPoint Energy in 2019 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 235 increasing their positions, 225 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $20.4M | Put options by funds: $13M

55% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 58

7% more capital invested

Capital invested by funds: $11.4B → $12.2B (+$808M)

4% more funds holding

Funds holding: 621646 (+25)

4% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 225

2.14% less ownership

Funds ownership: 81.75%79.61% (-2.1%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
646
Holders Change
+25
Holders Change %
+4.03%
% of All Funds
13.98%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.15%
New
90
Increased
235
Reduced
225
Closed
58
Calls
$20.4M
Puts
$13M
Net Calls
+$7.37M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$46.9M +$19M +629,364 +70%
SO
52
STRS Ohio
Ohio
$46.8M +$2.97M +98,272 +7%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$44.1M -$7.9M -261,202 -15%
Dimensional Fund Advisors
54
Dimensional Fund Advisors
Texas
$43M +$1.85M +61,196 +5%
Citigroup
55
Citigroup
New York
$42.7M +$28.8M +953,161 +218%
CVA
56
Ceredex Value Advisors
Florida
$42.4M +$41.8M +1,381,650 New
MAM
57
Martingale Asset Management
Massachusetts
$41.9M +$434K +14,348 +1%
AL
58
AJO LP
Pennsylvania
$40.1M +$10.4M +343,084 +36%
BC
59
Blackstart Capital
New York
$40M -$949K -31,378 -2%
Bank of Nova Scotia
60
Bank of Nova Scotia
Ontario, Canada
$39.6M +$35.8M +1,183,140 +1,107%
First Trust Advisors
61
First Trust Advisors
Illinois
$38.3M -$8.94M -295,801 -19%
Aberdeen Group
62
Aberdeen Group
United Kingdom
$37.8M -$6.49M -214,685 -15%
Teacher Retirement System of Texas
63
Teacher Retirement System of Texas
Texas
$37.2M -$15.2M -503,702 -29%
ORIO
64
Old Republic International (ORI)
Illinois
$37.1M
Royal London Asset Management
65
Royal London Asset Management
United Kingdom
$36.4M +$5.41M +178,966 +18%
VRS
66
Virginia Retirement Systems
Virginia
$34.6M +$14.4M +475,800 +73%
Principal Financial Group
67
Principal Financial Group
Iowa
$33.7M -$789K -26,080 -2%
TA
68
Teachers Advisors
New York
$32.8M -$22.1M -732,176 -41%
AllianceBernstein
69
AllianceBernstein
Tennessee
$31.9M +$364K +12,044 +1%
TCIM
70
TIAA CREF Investment Management
New York
$31M -$1.82M -60,182 -6%
O
71
OppenheimerFunds
New York
$30.1M +$3.26M +107,966 +12%
AIM
72
Artemis Investment Management
United Kingdom
$29.8M +$6.98M +230,808 +31%
VOYA Investment Management
73
VOYA Investment Management
Georgia
$29.6M -$1.55M -51,329 -5%
Robeco Institutional Asset Management
74
Robeco Institutional Asset Management
Netherlands
$28.9M -$6.63M -219,350 -19%
T. Rowe Price Associates
75
T. Rowe Price Associates
Maryland
$28.6M +$2.06M +68,160 +8%