We are live on ! Find out more

599 hedge funds and large institutions have $12.6B invested in Entergy in 2017 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 190 increasing their positions, 201 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $14.8M

51% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 65

9% more capital invested

Capital invested by funds: $11.5B → $12.6B (+$1.07B)

5% more funds holding

Funds holding: 568599 (+31)

3.58% more ownership

Funds ownership: 168.14%171.72% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 201

Holders
599
Holders Change
+31
Holders Change %
+5.46%
% of All Funds
13.59%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
98
Increased
190
Reduced
201
Closed
65
Calls
$22.6M
Puts
$14.8M
Net Calls
+$7.81M
Net Calls Change
+$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
426
American Asset Management
Florida
$254K
PVWM
427
Point View Wealth Management
New Jersey
$247K -$61.5K -1,468 -19%
KeyBank National Association
428
KeyBank National Association
Ohio
$243K -$146K -3,492 -37%
First Manhattan
429
First Manhattan
New York
$243K
SWM
430
SeaCrest Wealth Management
New York
$242K +$249K +5,946 New
BTS
431
BB&T Securities
Virginia
$238K -$1.37M -32,738 -85%
LIM
432
Lathrop Investment Management
Arkansas
$237K
IRF
433
IBM Retirement Fund
New York
$234K +$16.8K +402 +8%
Victory Capital Management
434
Victory Capital Management
Texas
$232K -$9.63K -230 -4%
IRC
435
Investors Research Corp
Georgia
$232K +$239K +5,700 New
I
436
IberiaBank
Louisiana
$229K +$1K +24 +0.4%
VAM
437
Visionary Asset Management
Texas
$222K -$2.62M -62,438 -92%
MML Investors Services
438
MML Investors Services
Massachusetts
$220K -$117K -2,790 -34%
CBT
439
Capital Bank & Trust
California
$220K
Loomis, Sayles & Company
440
Loomis, Sayles & Company
Massachusetts
$219K +$174K +4,156 +341%
NGA
441
Naples Global Advisors
Florida
$219K +$225K +5,370 New
FMBTD
442
First Midwest Bank Trust Division
Illinois
$219K +$225K +5,382 New
BF
443
BOK Financial
Oklahoma
$218K -$508K -12,122 -69%
DCM
444
Dynamic Capital Management
Jersey
$217K +$223K +5,326 New
JIC
445
Johnson Investment Counsel
Ohio
$213K +$220K +5,248 New
RFC
446
Regions Financial Corp
Alabama
$212K +$218K +5,202 New
CA
447
Cambridge Advisors
Nebraska
$209K +$215K +5,140 New
UB
448
UMB Bank
Missouri
$207K +$214K +5,104 New
DS
449
DRW Securities
Illinois
$205K +$211K +5,040 New
CBN
450
Cadence Bank NA
Texas
$204K -$26.4K -630 -11%

ETR Hedge Fund Activity: Q4 2017 in Review

599 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Entergy (ETR) for Q4 2017, worth a combined $12.6B — up 9.3% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new ETR positions and 65 closed out — a net gain of 33 holders — while 190 added to existing stakes and 201 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $182M. The largest seller was Credit Agricole, exiting entirely with an estimated $85.7M sold.

  • 599 institutional investors held Entergy (ETR) as of Q4 2017, up from 568 in Q3 2017.
  • Funds reported $12.6B of Entergy stock for Q4 2017, up 9.3% quarter-over-quarter.
  • 98 funds opened new Entergy positions in Q4 2017 and 65 closed out, a net change of +33 holders.
  • The largest Entergy buyer in Q4 2017 was T. Rowe Price Associates, an estimated $182M added.
  • The largest Entergy seller in Q4 2017 was Credit Agricole, an estimated $85.7M sold.

Based on aggregated 13F filings for Q4 2017.