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623 hedge funds and large institutions have $16.3B invested in Entergy in 2020 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 212 increasing their positions, 239 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

10% more call options, than puts

Call options by funds: $19.3M | Put options by funds: $17.6M

0.37% more ownership

Funds ownership: 173.67%174.04% (+0.37%)

0% less capital invested

Capital invested by funds: $16.4B → $16.3B (-$9.06M)

9% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 79

2% less funds holding

Funds holding: 633623 (-10)

11% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 239

Holders
623
Holders Change
-10
Holders Change %
-1.58%
% of All Funds
12.77%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
72
Increased
212
Reduced
239
Closed
79
Calls
$19.3M
Puts
$17.6M
Net Calls
+$1.73M
Net Calls Change
-$9.74M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
526
TCI Wealth Advisors
Arizona
$43K
BWM
527
BerganKDV Wealth Management
Minnesota
$43K +$41.7K +858 +1,589%
FPB
528
First PREMIER Bank
South Dakota
$42K
MHR
529
Matthew Hamilton Rosenberg
$42K
SCA
530
Stonebridge Capital Advisors
Minnesota
$41K
OSAM
531
O'Shaughnessy Asset Management
Connecticut
$41K +$42.2K +870 +14,500%
TC
532
Truvestments Capital
Florida
$40K +$388 +8 +0.9%
CA
533
Clearstead Advisors
Ohio
$40K +$41.6K +856 New
M
534
MOTCO
Texas
$38K
BFIM
535
Beese Fulmer Investment Management
Ohio
$38K +$39.4K +812 New
EWP
536
Engrave Wealth Partners
Texas
$36K
TF
537
TimeScale Financial
Massachusetts
$36K +$291 +6 +0.8%
WTC
538
WhitTier Trust Company
Nevada
$35K
LS
539
Leelyn Smith
Illinois
$34K -$2.91K -60 -8%
SWA
540
Sutton Wealth Advisors
Florida
$33.5K +$486 +10 +1%
SBL
541
Sargent Bickham Lagudis
Colorado
$33K
GWMIA
542
Global Wealth Management Investment Advisory
Florida
$31K +$291 +6 +0.9%
NIM
543
NuWave Investment Management
New Jersey
$30K +$30.2K +622 New
FCA
544
FinTrust Capital Advisors
South Carolina
$29K
TVWM
545
Tower View Wealth Management
Wisconsin
$29K
MCM
546
Manchester Capital Management
Vermont
$28K
WFMPM
547
Woodley Farra Manion Portfolio Management
Indiana
$28K
GT
548
Glenmede Trust
Pennsylvania
$27K -$159K -3,278 -85%
OIA
549
Optimum Investment Advisors
Illinois
$26K
NC
550
NewSquare Capital
Pennsylvania
$25K -$15.3K -316 -37%

ETR Hedge Fund Activity: Q2 2020 in Review

623 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Entergy (ETR) for Q2 2020, worth a combined $16.3B — down 0.06% from $16.4B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of ETR and 72 opened new positions — a net loss of 7 holders — while 239 trimmed existing stakes and 212 added.

The largest buyer was Nordea Investment Management, adding an estimated $276M. The largest seller was BlackRock, cutting an estimated $187M.

  • 623 institutional investors held Entergy (ETR) as of Q2 2020, down from 633 in Q1 2020.
  • Funds reported $16.3B of Entergy stock for Q2 2020, down 0.06% quarter-over-quarter.
  • 72 funds opened new Entergy positions in Q2 2020 and 79 closed out, a net change of -7 holders.
  • The largest Entergy buyer in Q2 2020 was Nordea Investment Management, an estimated $276M added.
  • The largest Entergy seller in Q2 2020 was BlackRock, an estimated $187M sold.

Based on aggregated 13F filings for Q2 2020.