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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 %
GVAG
401
Great Valley Advisor Group
Delaware
$789K +$13.3K +262 +2%
YIH
402
Y-Intercept (HK)
Hong Kong
$787K +$787K +15,546 New
FCB
403
First County Bank
Connecticut
$786K +$708 +14 +0.1%
JE
404
JMAC Enterprises
Pennsylvania
$769K -$104K -2,064 -12%
WBC
405
Westpac Banking Corp
Australia
$766K +$55.4K +1,094 +8%
KRSITF
406
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$762K +$28.2K +558 +4%
CAMG
407
CWA Asset Management Group
Florida
$762K -$4.96K -98 -0.6%
SAG
408
SageView Advisory Group
California
$759K +$40.7K +812 +6%
VFA
409
Valeo Financial Advisors
Indiana
$759K +$242K +4,778 +47%
UB
410
UMB Bank
Missouri
$751K -$121K -2,392 -14%
SOAMC
411
Spirit of America Management Corp
New York
$739K – – –
IWC
412
Integrated Wealth Concepts
Massachusetts
$735K +$67.9K +1,342 +10%
AWS
413
Atria Wealth Solutions
New York
$732K +$497K +9,818 +212%
EF
414
Empirical Finance
Pennsylvania
$722K +$5.77K +114 +0.8%
NB
415
Norinchukin Bank
Japan
$721K -$24K -474 -3%
QIM
416
Quantitative Investment Management
Virginia
$712K +$712K +14,084 New
BTWM
417
Baker Tilly Wealth Management
Wisconsin
$705K +$46K +910 +7%
BBVA
418
Banco Bilbao Vizcaya Argentaria
Spain
$700K +$23.8K +470 +4%
BFEC
419
Benjamin F. Edwards & Company
Missouri
$698K +$575K +11,362 +467%
CIC
420
Carnegie Investment Counsel
Ohio
$694K – – –
MGP
421
Metis Global Partners
California
$692K -$86.6K -1,712 -11%
AIM
422
ARGA Investment Management
Connecticut
$686K – – –
NMIMC
423
Northwestern Mutual Investment Management Company
Wisconsin
$677K +$1.82K +36 +0.3%
BCV
424
Banque Cantonale Vaudoise
Switzerland
$675K +$78.5K +1,552 +13%
SWP
425
Stratos Wealth Partners
Ohio
$674K +$12.5K +248 +2%
15 16
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