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Entergy
ETR

Overview Fund Activity

837 hedge funds and large institutions have $19.3B invested in Entergy in 2023 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 310 increasing their positions, 275 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
837
Holders Change
+68
Holders Change %
+8.84%
% of All Funds
12.27%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.18%
New
128
Increased
310
Reduced
275
Closed
49
Calls
$64.2M
Puts
$23.8M
Net Calls
+$40.4M
Net Calls Change
+$36.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$357M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$135M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$130M
4
Franklin Resources
Franklin Resources
California
+$80.6M
5
CIA
ClearBridge Investments (Australia)
Australia
+$71.4M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$764M
2
Pictet Asset Management
Pictet Asset Management
Switzerland
-$70M
3
Boston Partners
Boston Partners
Massachusetts
-$63M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$46.8M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$32.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IB
376
Intrust Bank
Kansas
$929K +$310K +6,120 +50%
SI
377
Stephens Inc
Arkansas
$928K -$49.5K -978 -5%
OC
378
Oppenheimer & Co
New York
$928K +$167K +3,306 +22%
RIA
379
Regal Investment Advisors
Michigan
$923K +$30.8K +608 +3%
PFS
380
Prospera Financial Services
Texas
$921K +$70K +1,384 +8%
BRWA
381
B. Riley Wealth Advisors
Florida
$913K -$52.9K -1,046 -5%
LWP
382
LMG Wealth Partners
Louisiana
$896K – – –
IAA
383
Independent Advisor Alliance
North Carolina
$889K +$36.9K +730 +4%
IGAM
384
iA Global Asset Management
Quebec, Canada
$882K -$39.4K -778 -4%
SAM
385
Sequent Asset Management
Texas
$877K – – –
Fifth Third Bancorp
386
Fifth Third Bancorp
Ohio
$871K +$128K +2,526 +17%
MLICM
387
Metropolitan Life Insurance Company (MetLife)
New York
$871K -$14.3K -282 -2%
PA
388
Profund Advisors
Maryland
$865K -$22.7K -448 -3%
ASN
389
Advisory Services Network
Georgia
$858K -$117K -2,304 -12%
KPWS
390
Kestra Private Wealth Services
Texas
$850K +$52.4K +1,036 +7%
SPI
391
Sutton Place Investors
New York
$849K +$849K +16,784 New
N
392
Natixis
France
$840K +$840K +16,600 New
FHWM
393
Fox Hill Wealth Management
Massachusetts
$834K +$834K +16,476 New
HAG
394
HighPoint Advisor Group
Illinois
$831K +$831K +16,118 New
WA
395
Wealth Alliance
New York
$830K +$10.2K +202 +1%
KAS
396
Kestra Advisory Services
Texas
$808K +$28.9K +572 +4%
SPIA
397
Steward Partners Investment Advisory
New York
$805K -$85.8K -1,696 -10%
VCA
398
Verdence Capital Advisors
Maryland
$804K +$13.3K +262 +2%
ATC
399
Argent Trust Co
Tennessee
$798K -$17.9K -354 -2%
CAG
400
Csenge Advisory Group
Florida
$791K -$107K -2,118 -12%
14 15
16
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