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CenterPoint Energy

522 hedge funds and large institutions have $14.1B invested in CenterPoint Energy in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 197 increasing their positions, 154 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $32.8M | Put options by funds: $21.6M

28% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 154

7% more capital invested

Capital invested by funds: $13.2B → $14.1B (+$930M)

5% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 55

1.43% less ownership

Funds ownership: 92.57%91.14% (-1.4%)

2% less funds holding

Funds holding: 535522 (-13)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
522
Holders Change
-13
Holders Change %
-2.43%
% of All Funds
9.14%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
52
Increased
197
Reduced
154
Closed
55
Calls
$32.8M
Puts
$21.6M
Net Calls
+$11.2M
Net Calls Change
-$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.73B +$33.2M +1,297,509 +2%
BlackRock
2
BlackRock
New York
$1.37B +$108M +4,237,628 +8%
Capital International Investors
3
Capital International Investors
California
$1.13B +$350M +13,664,323 +42%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$709M -$43.4M -1,698,712 -6%
State Street
5
State Street
Massachusetts
$709M -$45.3K -1,770 -0%
Capital Research Global Investors
6
Capital Research Global Investors
California
$663M +$161M +6,279,070 +30%
Boston Partners
7
Boston Partners
Massachusetts
$586M +$8.53M +333,359 +1%
Blackstone Inc
8
Blackstone Inc
New York
$399M
JP Morgan Chase
9
JP Morgan Chase
New York
$375M +$224M +8,774,873 +135%
N
10
Nuveen
North Carolina
$300M -$59.2M -2,314,763 -16%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$279M +$75.5M +2,950,306 +35%
Barrow, Hanley, Mewhinney & Strauss
12
Barrow, Hanley, Mewhinney & Strauss
Texas
$263M -$5.64M -220,518 -2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$261M +$17.2M +672,839 +7%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$228M +$12.5M +488,044 +6%
BC
15
Brookfield Corp
Ontario, Canada
$189M +$42.9M +1,677,972 +28%
Deutsche Bank
16
Deutsche Bank
Germany
$177M +$144M +5,636,576 +359%
Legal & General Group
17
Legal & General Group
United Kingdom
$176M +$10.3M +404,454 +6%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$170M +$5.81M +227,299 +3%
Mitsubishi UFJ Trust & Banking
19
Mitsubishi UFJ Trust & Banking
Japan
$164M -$33.4M -1,304,180 -16%
Franklin Resources
20
Franklin Resources
California
$157M -$1.96M -76,577 -1%
Jennison Associates
21
Jennison Associates
New York
$153M -$332K -12,980 -0.2%
Northern Trust
22
Northern Trust
Illinois
$147M +$3.65M +142,811 +2%
PAMS
23
Pictet Asset Management (Switzerland)
Switzerland
$143M +$149M +5,818,138 New
DPIM
24
Duff & Phelps Investment Management
Illinois
$140M +$17.4M +679,609 +14%
Norges Bank
25
Norges Bank
Norway
$131M -$12.3M -482,070 -8%