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607 hedge funds and large institutions have $16.9B invested in Entergy in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 203 increasing their positions, 232 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

8% more call options, than puts

Call options by funds: $13.4M | Put options by funds: $12.3M

3% more capital invested

Capital invested by funds: $16.3B → $16.9B (+$533M)

1.57% less ownership

Funds ownership: 174.04%172.47% (-1.6%)

3% less funds holding

Funds holding: 623607 (-16)

13% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 232

18% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 74

Holders
607
Holders Change
-16
Holders Change %
-2.57%
% of All Funds
12.25%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
61
Increased
203
Reduced
232
Closed
74
Calls
$13.4M
Puts
$12.3M
Net Calls
+$1.03M
Net Calls Change
-$693K
Name Holding Trade Value Shares
Change
Change in
Stake
PAMP
376
Polar Asset Management Partners
Ontario, Canada
$413K +$415K +8,376 New
PPW
377
Parcion Private Wealth
Washington
$409K -$5.74K -116 -1%
WCM
378
Whitener Capital Management
North Carolina
$392K
KAS
379
Kestra Advisory Services
Texas
$390K +$5.84K +118 New
AIC
380
Archer Investment Corporation
Indiana
$384K
LNWWM
381
Laird Norton Wetherby Wealth Management
California
$378K -$14.2K -286 -4%
VAS
382
Vestmark Advisory Solutions
Massachusetts
$376K +$11.9K +240 +3%
LOAMS
383
Lombard Odier Asset Management (Switzerland)
Switzerland
$375K +$377K +7,622 New
SI
384
Stephens Inc
Arkansas
$374K +$19.7K +398 +6%
Arrowstreet Capital
385
Arrowstreet Capital
Massachusetts
$374K +$376K +7,600 New
DZ Bank
386
DZ Bank
Germany
$371K -$166K -3,358 -31%
MG
387
Mather Group
Illinois
$358K +$3.96K +80 +1%
PMFA
388
Plante Moran Financial Advisors
Michigan
$357K
FIM
389
Freedom Investment Management
Connecticut
$357K +$127K +2,572 +55%
Nomura Holdings
390
Nomura Holdings
Japan
$356K -$322K -6,510 -47%
SAM
391
Shell Asset Management
Netherlands
$356K -$97.9K -1,978 -21%
V
392
Veritable
Delaware
$356K -$3.47K -70 -1%
HFG
393
Heron Financial Group
New York
$356K +$74.8K +1,510 +29%
SWP
394
Stratos Wealth Partners
Ohio
$355K -$594 -12 -0.2%
CA
395
Cetera Advisors
Colorado
$351K +$59.7K +1,206 +20%
TCM
396
Teza Capital Management
Illinois
$347K +$349K +7,044 New
MAA
397
Mraz Amerine & Associates
California
$342K -$198K -4,000 -37%
IAA
398
Independent Advisor Alliance
North Carolina
$340K +$21.6K +436 +7%
Rafferty Asset Management
399
Rafferty Asset Management
New York
$335K -$155K -3,132 -32%
N
400
Natixis
France
$333K +$335K +6,764 New

ETR Hedge Fund Activity: Q3 2020 in Review

607 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Entergy (ETR) for Q3 2020, worth a combined $16.9B — up 3.3% from $16.3B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of ETR and 61 opened new positions — a net loss of 13 holders — while 232 trimmed existing stakes and 203 added.

The largest buyer was Capital Research Global Investors, adding an estimated $192M. The largest seller was Renaissance Technologies, cutting an estimated $152M.

  • 607 institutional investors held Entergy (ETR) as of Q3 2020, down from 623 in Q2 2020.
  • Funds reported $16.9B of Entergy stock for Q3 2020, up 3.3% quarter-over-quarter.
  • 61 funds opened new Entergy positions in Q3 2020 and 74 closed out, a net change of -13 holders.
  • The largest Entergy buyer in Q3 2020 was Capital Research Global Investors, an estimated $192M added.
  • The largest Entergy seller in Q3 2020 was Renaissance Technologies, an estimated $152M sold.

Based on aggregated 13F filings for Q3 2020.