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CenterPoint Energy

558 hedge funds and large institutions have $11.2B invested in CenterPoint Energy in 2020 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 162 increasing their positions, 194 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 49

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

13% more capital invested

Capital invested by funds: $9.89B → $11.2B (+$1.29B)

10% more funds holding

Funds holding: 505558 (+53)

0.49% more ownership

Funds ownership: 94.28%94.77% (+0.49%)

16% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 194

23% less call options, than puts

Call options by funds: $22M | Put options by funds: $28.6M

Holders
558
Holders Change
+53
Holders Change %
+10.5%
% of All Funds
9.87%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
107
Increased
162
Reduced
194
Closed
49
Calls
$22M
Puts
$28.6M
Net Calls
-$6.65M
Net Calls Change
+$161M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
51
Schroder Investment Management Group
United Kingdom
$32.2M -$2.91M -131,066 -8%
APG Asset Management
52
APG Asset Management
Netherlands
$32.1M -$3.57M -160,878 -8%
Victory Capital Management
53
Victory Capital Management
Texas
$31.8M -$1.93M -86,961 -6%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$31.5M +$5.65M +254,856 +21%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$31.3M +$1.24M +56,130 +4%
Bank of America
56
Bank of America
North Carolina
$30.8M -$2.23M -100,605 -7%
Deutsche Bank
57
Deutsche Bank
Germany
$30.8M +$4.49M +202,525 +17%
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.5M -$1M -45,242 -3%
CTA
59
Carillon Tower Advisers
Florida
$30.3M -$2.37M -106,996 -7%
Wells Fargo
60
Wells Fargo
California
$27.2M +$1.85M +83,623 +7%
Verition Fund Management
61
Verition Fund Management
Connecticut
$26.6M +$27.3M +1,231,472 New
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$26.5M +$127K +5,731 +0.5%
American Century Companies
63
American Century Companies
Missouri
$25.9M +$26.6M +1,199,041 New
EIP
64
Easterly Investment Partners
Massachusetts
$25.4M -$89.4M -4,031,167 -77%
Royal London Asset Management
65
Royal London Asset Management
United Kingdom
$24.9M +$2.17M +97,758 +9%
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$21.8M +$14.4M +650,000 +182%
AllianceBernstein
67
AllianceBernstein
Tennessee
$19.9M -$1.01M -45,556 -5%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$19.7M +$301K +13,584 +2%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$19.1M -$125K -5,653 -0.6%
Los Angeles Capital Management
70
Los Angeles Capital Management
California
$18.7M +$11.2M +505,773 +141%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$18.4M +$3.05M +137,484 +18%
UBS Group
72
UBS Group
Switzerland
$17.7M +$1.73M +78,176 +11%
MIS
73
Morningstar Investment Services
Illinois
$17.4M -$1.02M -46,174 -5%
KBC Group
74
KBC Group
Belgium
$16.7M +$771K +34,776 +33%
ECM
75
ExodusPoint Capital Management
New York
$16.2M +$7.7M +347,501 +86%