Entergy
ETR
770 hedge funds and large institutions have $17.9B invested in Entergy in 2023 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 310 increasing their positions, 210 reducing their positions, and 70 closing their positions.
156% more call options, than puts
Call options by funds: $25.2M | Put options by funds: $9.86M
49% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 70
48% more repeat investments, than reductions
Existing positions increased: 310 | Existing positions reduced: 210
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
4% more funds holding
Funds holding: 739 → 770 (+31)
0.22% less ownership
Funds ownership: 174.21% → 173.99% (-0.22%)
10% less capital invested
Capital invested by funds: $19.8B → $17.9B (-$1.91B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$297M |
| 2 |
ZP
Zimmer Partners
New York
|
+$136M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$130M |
| 4 |
Amundi
Paris,
France
|
+$60.2M |
| 5 |
CIA
ClearBridge Investments (Australia)
Sydney,
Australia
|
+$44.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$412M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$374M |
| 3 |
JP Morgan Chase
New York
|
-$260M |
| 4 |
Jennison Associates
New York
|
-$88.8M |
| 5 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$81.2M |
ETR Hedge Fund Activity: Q2 2023 in Review
770 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Entergy (ETR) for Q2 2023, worth a combined $17.9B — down 9.6% from $19.8B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new ETR positions and 70 closed out — a net gain of 34 holders — while 310 added to existing stakes and 210 trimmed.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $297M. The largest seller was Bank of America, cutting an estimated $412M.
- 770 institutional investors held Entergy (ETR) as of Q2 2023, up from 739 in Q1 2023.
- Funds reported $17.9B of Entergy stock for Q2 2023, down 9.6% quarter-over-quarter.
- 104 funds opened new Entergy positions in Q2 2023 and 70 closed out, a net change of +34 holders.
- The largest Entergy buyer in Q2 2023 was Barrow, Hanley, Mewhinney & Strauss, an estimated $297M added.
- The largest Entergy seller in Q2 2023 was Bank of America, an estimated $412M sold.
Based on aggregated 13F filings for Q2 2023.