Entergy
622 hedge funds and large institutions have $17.8B invested in Entergy in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 215 increasing their positions, 220 reducing their positions, and 56 closing their positions.
45% more call options, than puts
Call options by funds: $27.4M | Put options by funds: $18.9M
6.34% more ownership
Funds ownership: 172.14% → 178.49% (+6.3%)
4% more capital invested
Capital invested by funds: $17.2B → $17.8B (+$604M)
2% less repeat investments, than reductions
Existing positions increased: 215 | Existing positions reduced: 220
3% less funds holding
Funds holding: 641 → 622 (-19)
11% less first-time investments, than exits
New positions opened: 50 | Existing positions closed: 56
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$657M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$222M |
| 3 |
JP Morgan Chase
New York
|
+$151M |
| 4 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$130M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$124M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$205M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$147M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$141M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$117M |
| 5 |
Millennium Management
New York
|
-$111M |
ETR Hedge Fund Activity: Q3 2021 in Review
622 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Entergy (ETR) for Q3 2021, worth a combined $17.8B — up 3.5% from $17.2B a quarter earlier.
Sellers outnumbered buyers: 56 funds closed out of ETR and 50 opened new positions — a net loss of 6 holders — while 220 trimmed existing stakes and 215 added.
The largest buyer was Capital International Investors, adding an estimated $657M. The largest seller was Capital Research Global Investors, cutting an estimated $205M.
- 622 institutional investors held Entergy (ETR) as of Q3 2021, down from 641 in Q2 2021.
- Funds reported $17.8B of Entergy stock for Q3 2021, up 3.5% quarter-over-quarter.
- 50 funds opened new Entergy positions in Q3 2021 and 56 closed out, a net change of -6 holders.
- The largest Entergy buyer in Q3 2021 was Capital International Investors, an estimated $657M added.
- The largest Entergy seller in Q3 2021 was Capital Research Global Investors, an estimated $205M sold.
Based on aggregated 13F filings for Q3 2021.