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CenterPoint Energy

417 hedge funds and large institutions have $8.12B invested in CenterPoint Energy in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 154 increasing their positions, 146 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

720% more call options, than puts

Call options by funds: $250M | Put options by funds: $30.5M

5% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 146

1.31% less ownership

Funds ownership: 78.63%77.32% (-1.3%)

3% less funds holding

Funds holding: 428417 (-11)

6% less capital invested

Capital invested by funds: $8.63B → $8.12B (-$508M)

27% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 30

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
417
Holders Change
-11
Holders Change %
-2.57%
% of All Funds
12.1%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
22
Increased
154
Reduced
146
Closed
30
Calls
$250M
Puts
$30.5M
Net Calls
+$220M
Net Calls Change
+$76M
Name Holding Trade Value Shares
Change
Change in
Stake
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$857M -$1.31M -53,300 -0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$792M +$15.5M +631,891 +2%
State Street
3
State Street
Massachusetts
$587M -$71.9M -2,923,367 -11%
JP Morgan Chase
4
JP Morgan Chase
New York
$509M +$110M +4,486,981 +28%
BIT
5
BlackRock Institutional Trust
California
$415M +$15.8M +641,998 +4%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$349M +$57.8M +2,350,378 +20%
BFA
7
BlackRock Fund Advisors
California
$241M +$6.47M +262,864 +3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$234M -$2.87M -116,565 -1%
SC
9
Sculptor Capital
New York
$225M +$130M +5,283,303 +135%
Millennium Management
10
Millennium Management
New York
$167M -$20.9M -847,664 -11%
VOYA Investment Management
11
VOYA Investment Management
Georgia
$161M +$36.2M +1,469,976 +29%
BG
12
BlackRock Group
United Kingdom
$134M +$8.13M +330,525 +6%
Northern Trust
13
Northern Trust
Illinois
$124M -$2.07M -84,065 -2%
TCIM
14
TIAA CREF Investment Management
New York
$116M +$6.04M +245,417 +5%
Franklin Resources
15
Franklin Resources
California
$112M +$2.71K +110 +0%
Invesco
16
Invesco
Georgia
$111M +$3.74M +151,968 +3%
Norges Bank
17
Norges Bank
Norway
$96M -$96.5M -3,924,282 -50%
CP
18
Centerbridge Partners
New York
$92.9M +$26.6M +1,083,000 +40%
ClearBridge Investments
19
ClearBridge Investments
New York
$91.8M +$4.83M +196,478 +6%
SFM
20
Soros Fund Management
New York
$88.4M +$30M +1,219,428 +51%
Morgan Stanley
21
Morgan Stanley
New York
$83.5M -$18.1M -735,914 -18%
BlackRock
22
BlackRock
New York
$78.6M +$5.15M +209,252 +7%
Adage Capital Partners
23
Adage Capital Partners
Massachusetts
$77.7M -$43.3M -1,759,500 -36%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$76.2M -$751K -30,534 -1%
DPIM
25
Duff & Phelps Investment Management
Illinois
$75.2M

CNP Hedge Fund Activity: Q3 2014 in Review

417 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in CenterPoint Energy (CNP) for Q3 2014, worth a combined $8.12B — down 5.9% from $8.63B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of CNP and 22 opened new positions — a net loss of 8 holders — while 146 trimmed existing stakes and 154 added.

The largest buyer was Sculptor Capital, adding an estimated $130M. The largest seller was Norges Bank, cutting an estimated $96.5M.

  • 417 institutional investors held CenterPoint Energy (CNP) as of Q3 2014, down from 428 in Q2 2014.
  • Funds reported $8.12B of CenterPoint Energy stock for Q3 2014, down 5.9% quarter-over-quarter.
  • 22 funds opened new CenterPoint Energy positions in Q3 2014 and 30 closed out, a net change of -8 holders.
  • The largest CenterPoint Energy buyer in Q3 2014 was Sculptor Capital, an estimated $130M added.
  • The largest CenterPoint Energy seller in Q3 2014 was Norges Bank, an estimated $96.5M sold.

Based on aggregated 13F filings for Q3 2014.