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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
RCA
451
Rowland Carmichael Advisors
Arizona
$203K +$209K +4,980 New
LOAME
452
Lombard Odier Asset Management (Europe)
United Kingdom
$203K +$209K +5,000 New
SWM
453
Segment Wealth Management
Texas
$201K +$207K +4,944 New
KF
454
Krilogy Financial
Missouri
$198K
ASN
455
Advisory Services Network
Georgia
$197K +$14.8K +354 +8%
FMLI
456
Fukoku Mutual Life Insurance
Japan
$195K
PA
457
Parallel Advisors
California
$195K
NIM
458
NuWave Investment Management
New Jersey
$193K +$198K +4,734 New
MCM
459
Mainstay Capital Management
Michigan
$187K +$193K +4,604 New
WAM
460
Wealthspire Advisors (Maryland)
Maryland
$180K -$1.42K -34 -0.8%
RIM
461
Rampart Investment Management
Connecticut
$178K -$23.5K -560 -11%
NIPH
462
NN Investment Partners Holdings
Netherlands
$178K +$183K +4,360 New
GWM
463
Geneos Wealth Management
Colorado
$173K +$335 +8 +0.2%
CIA
464
ClearBridge Investments (Australia)
Australia
$172K +$11.2K +268 +7%
II
465
Inspire Investing
Idaho
$172K +$177K +4,234 New
LNB
466
Ledyard National Bank
$140K +$8.38K +200 +6%
BFEC
467
Benjamin F. Edwards & Company
Missouri
$130K +$25.3K +604 +23%
CA
468
Calton & Associates
Florida
$130K +$141K +3,372 New
C
469
Cerebellum
California
$123K +$126K +3,016 New
WT
470
Whittier Trust
California
$120K -$2.09K -50 -2%
PWM
471
Paulson Wealth Management
Illinois
$110K +$113K +2,704 New
AP
472
Advisors Preferred
Maryland
$103K +$97.4K +2,326 +1,175%
BRC
473
Bell Rock Capital
Delaware
$92K
TCOV
474
Trust Company of Vermont
Vermont
$91K
FIB
475
First Interstate Bank
Montana
$90K +$37.4K +894 +68%

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.