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CenterPoint Energy

652 hedge funds and large institutions have $16.3B invested in CenterPoint Energy in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 224 increasing their positions, 222 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,615% more call options, than puts

Call options by funds: $33.4M | Put options by funds: $1.95M

500% more funds holding in top 10

Funds holding in top 10: 16 (+5)

57% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 51

4% more funds holding

Funds holding: 627652 (+25)

1% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 222

3% less capital invested

Capital invested by funds: $16.8B → $16.3B (-$460M)

2.34% less ownership

Funds ownership: 93.14%90.8% (-2.3%)

Holders
652
Holders Change
+25
Holders Change %
+3.99%
% of All Funds
9.39%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.09%
New
80
Increased
224
Reduced
222
Closed
51
Calls
$33.4M
Puts
$1.95M
Net Calls
+$31.5M
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$2.39B +$24.2M +865,120 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.15B -$26.7M -952,133 -1%
BlackRock
3
BlackRock
New York
$1.45B +$34.3M +1,225,901 +2%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$940M +$237M +8,471,240 +35%
State Street
5
State Street
Massachusetts
$860M -$77.8M -2,776,008 -8%
Boston Partners
6
Boston Partners
Massachusetts
$500M +$15.6M +556,802 +3%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$467M -$11.3M -403,535 -2%
Capital Research Global Investors
8
Capital Research Global Investors
California
$431M -$221M -7,900,052 -34%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$405M +$12.3M +438,194 +3%
Deutsche Bank
10
Deutsche Bank
Germany
$398M -$85.4M -3,050,062 -18%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$302M +$83M +2,961,464 +39%
Invesco
12
Invesco
Georgia
$244M +$10.8M +386,989 +5%
Pictet Asset Management
13
Pictet Asset Management
Switzerland
$240M -$28.1M -1,003,143 -11%
Morgan Stanley
14
Morgan Stanley
New York
$225M -$253M -9,049,015 -53%
Legal & General Group
15
Legal & General Group
United Kingdom
$207M +$4.86M +173,637 +2%
Jennison Associates
16
Jennison Associates
New York
$199M -$27.5M -982,641 -12%
Franklin Resources
17
Franklin Resources
California
$167M -$8.53M -304,347 -5%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$163M -$3.16M -112,943 -2%
Northern Trust
19
Northern Trust
Illinois
$160M -$9.54M -340,710 -6%
AllianceBernstein
20
AllianceBernstein
Tennessee
$154M +$7.78M +277,703 +5%
DPIM
21
Duff & Phelps Investment Management
Illinois
$147M -$7M -249,802 -5%
Norges Bank
22
Norges Bank
Norway
$124M +$29.4M +1,051,275 +32%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$123M -$5.72M -204,089 -5%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$114M -$1.47M -52,616 -1%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$111M -$2.88M -102,904 -3%

CNP Hedge Fund Activity: Q1 2024 in Review

652 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in CenterPoint Energy (CNP) for Q1 2024, worth a combined $16.3B — down 2.7% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new CNP positions and 51 closed out — a net gain of 29 holders — while 224 added to existing stakes and 222 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $237M. The largest seller was Morgan Stanley, cutting an estimated $253M.

  • 652 institutional investors held CenterPoint Energy (CNP) as of Q1 2024, up from 627 in Q4 2023.
  • Funds reported $16.3B of CenterPoint Energy stock for Q1 2024, down 2.7% quarter-over-quarter.
  • 80 funds opened new CenterPoint Energy positions in Q1 2024 and 51 closed out, a net change of +29 holders.
  • The largest CenterPoint Energy buyer in Q1 2024 was T. Rowe Price Investment Management, an estimated $237M added.
  • The largest CenterPoint Energy seller in Q1 2024 was Morgan Stanley, an estimated $253M sold.

Based on aggregated 13F filings for Q1 2024.