CenterPoint Energy
628 hedge funds and large institutions have $17B invested in CenterPoint Energy in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 212 increasing their positions, 202 reducing their positions, and 56 closing their positions.
1,155% more call options, than puts
Call options by funds: $50.5M | Put options by funds: $4.02M
64% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 56
11% more capital invested
Capital invested by funds: $15.4B → $17B (+$1.66B)
5% more funds holding
Funds holding: 599 → 628 (+29)
3.73% more ownership
Funds ownership: 90.73% → 94.46% (+3.7%)
5% more repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 202
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$575M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$213M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$99.3M |
| 4 |
Goldman Sachs
New York
|
+$67.5M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$53.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$135M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$117M |
| 3 |
JP Morgan Chase
New York
|
-$88.4M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$79.1M |
| 5 |
CIA
ClearBridge Investments (Australia)
Sydney,
Australia
|
-$49.2M |
CNP Hedge Fund Activity: Q4 2023 in Review
628 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in CenterPoint Energy (CNP) for Q4 2023, worth a combined $17B — up 11% from $15.4B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new CNP positions and 56 closed out — a net gain of 36 holders — while 212 added to existing stakes and 202 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $575M. The largest seller was Mitsubishi UFJ Trust & Banking, cutting an estimated $135M.
- 628 institutional investors held CenterPoint Energy (CNP) as of Q4 2023, up from 599 in Q3 2023.
- Funds reported $17B of CenterPoint Energy stock for Q4 2023, up 11% quarter-over-quarter.
- 92 funds opened new CenterPoint Energy positions in Q4 2023 and 56 closed out, a net change of +36 holders.
- The largest CenterPoint Energy buyer in Q4 2023 was Neuberger Berman Group, an estimated $575M added.
- The largest CenterPoint Energy seller in Q4 2023 was Mitsubishi UFJ Trust & Banking, an estimated $135M sold.
Based on aggregated 13F filings for Q4 2023.