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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 %
ONB
526
Old National Bancorp
Indiana
$339K – – –
SMC
527
Smith, Moore & Co
Missouri
$338K – – –
MNBTD
528
Moody National Bank Trust Division
Texas
$334K -$203K -4,016 -38%
SIC
529
Sterling Investment Counsel
New York
$334K +$86K +1,700 +35%
WI
530
WrapManager Inc
California
$333K -$40.6K -802 -11%
BSW
531
Buckingham Strategic Wealth
Missouri
$329K +$84.7K +1,674 +35%
CCA
532
Childress Capital Advisors
Texas
$326K -$10.6K -210 -3%
LNWWM
533
Laird Norton Wetherby Wealth Management
California
$325K +$37.9K +750 +13%
Aviva
534
Aviva
United Kingdom
$324K – – –
CIA
535
Concurrent Investment Advisors
Florida
$321K +$321K +6,354 New
SWM
536
SeaCrest Wealth Management
New York
$321K -$6.65K -128 -2%
SW
537
SVB Wealth
Massachusetts
$318K +$64.1K +1,266 +25%
QI
538
Qtron Investments
Massachusetts
$318K +$318K +6,278 New
KP
539
Keel Point
Alabama
$317K +$8.9K +176 +3%
DA
540
Duality Advisers
Florida
$316K +$316K +6,238 New
DAS
541
Dynamic Advisor Solutions
Arizona
$314K +$21.3K +410 +7%
P
542
&Partners
Tennessee
$313K +$313K +6,178 New
TNBTD
543
Trustmark National Bank Trust Department
Mississippi
$310K -$50.6K -1,000 -14%
O
544
Ossiam
France
$308K -$211K -4,168 -41%
HR
545
Howe & Rusling
New York
$308K -$708 -14 -0.2%
William Blair & Company
546
William Blair & Company
Illinois
$307K -$33.5K -662 -10%
SCA
547
Snowden Capital Advisors
New York
$306K -$11.6K -230 -4%
SYBT
548
Stock Yards Bank & Trust
Kentucky
$305K +$5.06K +100 +2%
HW
549
Hancock Whitney
Mississippi
$305K -$202 -4 -0.1%
NIM
550
NEOS Investment Management
Connecticut
$304K +$78K +1,542 +35%
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