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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 %
CIBC Private Wealth Group
501
CIBC Private Wealth Group
Georgia
$393K +$393K +7,758 New
FTDI
502
First Trust Direct Indexing
Massachusetts
$392K +$43.4K +858 +12%
CIA
503
Capital Investment Advisors
Georgia
$392K +$6.58K +130 +2%
SWP
504
Strategic Wealth Partners
Ohio
$391K – – –
FHB
505
First Hawaiian Bank
Hawaii
$390K +$1.11K +22 +0.3%
BCI
506
Brinker Capital Investments
Pennsylvania
$387K +$30K +574 +8%
OPS
507
Orion Portfolio Solutions
Nebraska
$387K +$30K +574 +8%
CB
508
Cadence Bank
Mississippi
$386K -$41.5K -820 -10%
CA
509
Continuum Advisory
Idaho
$384K -$18.2K -360 -5%
IA
510
IFG Advisory
Georgia
$383K +$14.2K +280 +4%
SWMP
511
Signature Wealth Management Partners
New Jersey
$380K – – –
HAI
512
Hennessy Advisors Inc
California
$380K – – –
RFC
513
Regions Financial Corp
Alabama
$378K -$27.4K -542 -7%
AF
514
Allworth Financial
California
$369K +$61.3K +1,212 +20%
TWC
515
TD Waterhouse Canada
Ontario, Canada
$368K +$159K +2,644 +76%
CWA
516
Centennial Wealth Advisory
Michigan
$368K +$28.6K +566 +8%
TA
517
Tectonic Advisors
Texas
$365K +$365K +7,214 New
Axa
518
Axa
France
$360K +$360K +7,110 New
MYAM
519
Meiji Yasuda Asset Management
Japan
$358K -$38.5K -760 -10%
CCG
520
Cypress Capital Group
Florida
$356K +$14.2K +280 +4%
TCM
521
Twin Capital Management
Pennsylvania
$350K -$25.6K -506 -7%
KeyBank National Association
522
KeyBank National Association
Ohio
$349K -$90.8K -1,794 -21%
SI
523
Symmetry Investments
Jersey
$344K +$344K +6,800 New
SC
524
Savant Capital
Illinois
$340K +$405 +8 +0.1%
SFS
525
Stiles Financial Services
Minnesota
$340K +$3.75K +74 +1%
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