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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 %
TMAM
451
Tokio Marine Asset Management
Japan
$548K +$70.8K +1,400 +15%
WAP
452
Wealthcare Advisory Partners
Pennsylvania
$545K +$6.38K +126 +1%
OQS
453
Occudo Quantitative Strategies
Florida
$544K -$2.44M -48,176 -82%
CW
454
CreativeOne Wealth
Kansas
$523K +$84.3K +1,666 +19%
CFA
455
CWS Financial Advisors
Michigan
$511K -$29.6K -584 -5%
CCM
456
Coldstream Capital Management
Washington
$511K +$4.15K +82 +0.8%
PGFC
457
Peapack-Gladstone Financial Corp
New Jersey
$511K -$4.44K -88 -0.9%
PPC
458
Park Place Capital
Alabama
$504K -$96.9K -1,916 -16%
IMCOOI
459
Investment Management Corp of Ontario (IMCO)
Canada
$503K +$503K +9,938 New
AG
460
Algert Global
California
$502K +$151K +2,980 +43%
GT
461
Greenleaf Trust
Michigan
$500K +$65.8K +1,300 +15%
Connor, Clark & Lunn Investment Management (CC&L)
462
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$497K -$3.01M -59,470 -86%
Lido Advisors
463
Lido Advisors
California
$492K +$90K +1,778 +22%
JWS
464
Juncture Wealth Strategies
Arizona
$491K -$70.8K -1,400 -13%
AWM
465
Axxcess Wealth Management
California
$491K – – –
AIC
466
Archer Investment Corporation
Indiana
$486K – – –
DPAM
467
Degroof Petercam Asset Management
Belgium
$486K +$486K +9,600 New
KFA
468
Krane Funds Advisors
New York
$476K +$476K +9,408 New
PAG
469
Private Advisor Group
New Jersey
$475K +$179K +3,534 +60%
GBT
470
Grove Bank & Trust
Florida
$469K -$37.5K -742 -7%
MG
471
Mather Group
Illinois
$465K -$33K -652 -7%
PA
472
Prossimo Advisors
California
$457K +$11.1K +220 +2%
SEC
473
Seven Eight Capital
New York
$455K +$455K +8,992 New
FAB
474
First American Bank
Illinois
$455K – – –
IF
475
Intrua Financial
Texas
$454K +$159K +3,138 +54%
17 18
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