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633 hedge funds and large institutions have $16.1B invested in Entergy in 2019 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 236 increasing their positions, 203 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more call options, than puts

Call options by funds: $69.6M | Put options by funds: $23.2M

65% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 48

16% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 203

11% more capital invested

Capital invested by funds: $14.5B → $16.1B (+$1.63B)

4% more funds holding

Funds holding: 606633 (+27)

10.95% less ownership

Funds ownership: 187.96%177.01% (-11%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
633
Holders Change
+27
Holders Change %
+4.46%
% of All Funds
13.7%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.22%
New
79
Increased
236
Reduced
203
Closed
48
Calls
$69.6M
Puts
$23.2M
Net Calls
+$46.5M
Net Calls Change
+$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
526
Financial Architects (New Jersey)
New Jersey
$48K
MMG
527
Monetary Management Group
Missouri
$48K
NO
528
Ninety One
South Africa
$48K +$6.33K +140 +16%
CAM
529
Cresset Asset Management
Illinois
$48K +$26.7K +590 +146%
LA
530
Legacy Advisors
Pennsylvania
$48K +$45.2K +1,000 New
FHA
531
First Horizon Advisors
Tennessee
$47K
AS
532
Altshuler Shaham
Israel
$45K +$13.6K +300 +47%
ZB
533
Zions Bancorporation
Utah
$44K -$1.18K -26 -3%
BGIM
534
Brandywine Global Investment Management
Pennsylvania
$44K
ClearBridge Investments
535
ClearBridge Investments
New York
$44K +$181 +4 +0.4%
AIL
536
AGF Investments LLC
Ontario, Canada
$43K -$751K -16,622 -95%
LF
537
Lee Financial
Texas
$43K
IDBONY
538
Israel Discount Bank of New York
New York
$38K
BRC
539
Bell Rock Capital
Delaware
$36K -$33.7K -746 -49%
WTC
540
WhitTier Trust Company
Nevada
$35K
SL
541
Salomon & Ludwin
Virginia
$34K
SWA
542
Sutton Wealth Advisors
Florida
$33.7K
GRP
543
Global Retirement Partners
California
$33K +$9.04K +200 +41%
AIS
544
Accurate Investment Solutions
Pennsylvania
$32K
FCA
545
FinTrust Capital Advisors
South Carolina
$32K
GWMIA
546
Global Wealth Management Investment Advisory
Florida
$31K +$271 +6 +0.9%
ARMC
547
American Research & Management Company
Massachusetts
$30K +$28.6K +632 New
HR
548
Howe & Rusling
New York
$29K -$33.6K -744 -55%
APC
549
Aspire Private Capital
North Carolina
$29K
OIA
550
OneDigital Investment Advisors
Kansas
$29K

ETR Hedge Fund Activity: Q1 2019 in Review

633 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Entergy (ETR) for Q1 2019, worth a combined $16.1B — up 11% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new ETR positions and 48 closed out — a net gain of 31 holders — while 236 added to existing stakes and 203 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $207M. The largest seller was Allianz Asset Management, cutting an estimated $115M.

  • 633 institutional investors held Entergy (ETR) as of Q1 2019, up from 606 in Q4 2018.
  • Funds reported $16.1B of Entergy stock for Q1 2019, up 11% quarter-over-quarter.
  • 79 funds opened new Entergy positions in Q1 2019 and 48 closed out, a net change of +31 holders.
  • The largest Entergy buyer in Q1 2019 was T. Rowe Price Associates, an estimated $207M added.
  • The largest Entergy seller in Q1 2019 was Allianz Asset Management, an estimated $115M sold.

Based on aggregated 13F filings for Q1 2019.