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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
CCM
526
Covington Capital Management
California
$25K +$168 +4 +0.7%
TVWM
527
Tower View Wealth Management
Wisconsin
$25K +$25.7K +614 New
VDFA
528
Vickerman & Driscoll Financial Advisors
Washington
$25K +$25.7K +614 New
MPWT
529
MassMutual Private Wealth & Trust
Connecticut
$24.4K
GT
530
Glenmede Trust
Pennsylvania
$24K -$5.78K -138 -19%
FCA
531
Florence Capital Advisors
New York
$24K
OIA
532
OneDigital Investment Advisors
Kansas
$24K +$25.1K +600 New
CIBC Private Wealth Group
533
CIBC Private Wealth Group
Georgia
$23K +$23.5K +560 New
Carson Wealth (CWM LLC)
534
Carson Wealth (CWM LLC)
Nebraska
$22K -$251 -6 -1%
OFW
535
Omnia Family Wealth
Florida
$22K +$15.1K +360 +191%
HR
536
Howe & Rusling
New York
$21K
AW
537
Alpha Windward
Massachusetts
$21K +$19.3K +460 +719%
GRP
538
Global Retirement Partners
California
$20K +$168 +4 +0.8%
IBOK
539
Independence Bank of Kentucky
Kentucky
$20K +$20.9K +500 New
FGC
540
Financial Gravity Companies
Texas
$19K +$19.9K +476 New
FMII
541
Farmers & Merchants Investments Inc
Nebraska
$17K +$838 +20 +5%
CHC
542
City Holding Co
West Virginia
$16K
KTC
543
Kistler-Tiffany Companies
Pennsylvania
$16K
WAS
544
WESPAC Advisors SoCal
California
$16K
PWM
545
Perigon Wealth Management
California
$16K +$8.38K +200 +100%
M
546
MOTCO
Texas
$14K +$4.36K +104 +42%
MGIA
547
Moneta Group Investment Advisors
Missouri
$14K +$13.9K +332 New
KA
548
Kaizen Advisory
Illinois
$14K +$14.7K +350 New
EA
549
Edge Advisors
Georgia
$13K
EFSCE
550
Enterprise Financial Services Corp (EFSC)
Missouri
$12K

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.