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CenterPoint Energy

628 hedge funds and large institutions have $18.7B invested in CenterPoint Energy in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 248 increasing their positions, 196 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $6.38M

27% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 196

14% more capital invested

Capital invested by funds: $16.3B → $18.7B (+$2.32B)

3.35% more ownership

Funds ownership: 90.8%94.15% (+3.4%)

4% less funds holding

Funds holding: 652628 (-24)

20% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 85

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
628
Holders Change
-24
Holders Change %
-3.68%
% of All Funds
9.07%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
68
Increased
248
Reduced
196
Closed
85
Calls
$24.9M
Puts
$6.38M
Net Calls
+$18.5M
Net Calls Change
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$2.62B +$26.5M +896,710 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.41B +$65.7M +2,224,673 +3%
BlackRock
3
BlackRock
New York
$1.58B +$4.45M +150,754 +0.3%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$1.22B +$190M +6,421,984 +19%
State Street
5
State Street
Massachusetts
$939M +$4.16M +141,022 +0.5%
Capital Research Global Investors
6
Capital Research Global Investors
California
$918M +$429M +14,525,697 +96%
Boston Partners
7
Boston Partners
Massachusetts
$590M +$44M +1,491,952 +9%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$515M +$7.24M +245,337 +1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$455M +$13.3M +451,453 +3%
Deutsche Bank
10
Deutsche Bank
Germany
$412M -$19.8M -669,374 -5%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$329M +$751K +25,435 +0.2%
Invesco
12
Invesco
Georgia
$271M +$5.64M +190,986 +2%
Morgan Stanley
13
Morgan Stanley
New York
$258M +$12.8M +434,519 +6%
Pictet Asset Management
14
Pictet Asset Management
Switzerland
$234M -$24.9M -842,812 -10%
Jennison Associates
15
Jennison Associates
New York
$218M +$826K +27,977 +0.4%
Legal & General Group
16
Legal & General Group
United Kingdom
$211M -$13.3M -450,947 -6%
AllianceBernstein
17
AllianceBernstein
Tennessee
$185M +$16.7M +566,799 +10%
Franklin Resources
18
Franklin Resources
California
$184M +$2.52M +85,520 +1%
Citadel Advisors
19
Citadel Advisors
Florida
$180M +$127M +4,296,178 +282%
Northern Trust
20
Northern Trust
Illinois
$176M +$2.17M +73,594 +1%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$175M -$1.71M -57,913 -1%
Norges Bank
22
Norges Bank
Norway
$149M +$12.8M +434,381 +10%
DPIM
23
Duff & Phelps Investment Management
Illinois
$148M -$11.5M -391,063 -8%
Barrow, Hanley, Mewhinney & Strauss
24
Barrow, Hanley, Mewhinney & Strauss
Texas
$145M +$43.8M +1,484,079 +47%
Goldman Sachs
25
Goldman Sachs
New York
$135M +$16.3M +551,963 +15%

CNP Hedge Fund Activity: Q2 2024 in Review

628 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CenterPoint Energy (CNP) for Q2 2024, worth a combined $18.7B — up 14% from $16.3B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of CNP and 68 opened new positions — a net loss of 17 holders — while 196 trimmed existing stakes and 248 added.

The largest buyer was Capital Research Global Investors, adding an estimated $429M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $74.3M sold.

  • 628 institutional investors held CenterPoint Energy (CNP) as of Q2 2024, down from 652 in Q1 2024.
  • Funds reported $18.7B of CenterPoint Energy stock for Q2 2024, up 14% quarter-over-quarter.
  • 68 funds opened new CenterPoint Energy positions in Q2 2024 and 85 closed out, a net change of -17 holders.
  • The largest CenterPoint Energy buyer in Q2 2024 was Capital Research Global Investors, an estimated $429M added.
  • The largest CenterPoint Energy seller in Q2 2024 was Point72 Asset Management, an estimated $74.3M sold.

Based on aggregated 13F filings for Q2 2024.