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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
HCM
551
Highlander Capital Management
New Jersey
$12K
THWM
552
Taylor Hoffman Wealth Management
Virginia
$12K +$12.6K +300 New
RE
553
RBC Europe
United Kingdom
$11.3K
GFP
554
Gryphon Financial Partners
Ohio
$11K +$11.6K +276 New
AC
555
Avestar Capital
New York
$11K +$13.6K +324 New
CFA
556
Carroll Financial Associates
North Carolina
$10K
FBT
557
First Bank & Trust
South Dakota
$10K
MOS
558
MGO One Seven
Ohio
$10K +$9.8K +234 New
EARNEST Partners
559
EARNEST Partners
Georgia
$10K +$10.1K +242 New
BWP
560
Baldwin Wealth Partners
Massachusetts
$9K
PFBT
561
Parkside Financial Bank & Trust
Missouri
$9K +$1.34K +32 +18%
LFA
562
Legacy Financial Advisors
Kentucky
$9K +$9.72K +232 New
SIC
563
Salem Investment Counselors
North Carolina
$8K -$838 -20 -9%
CB
564
Community Bank
New York
$8K
PAI
565
Pittenger & Anderson Inc
Nebraska
$8K
VCM
566
Versant Capital Management
Arizona
$8K
KJWM
567
Kiley Juergens Wealth Management
Washington
$8K +$8.63K +206 New
CAW
568
Cornerstone Advisors (Washington)
Washington
$7K
DRS
569
Deane Retirement Strategies
Louisiana
$7K
GAM
570
Gemmer Asset Management
California
$7K
RFA
571
Reilly Financial Advisors
California
$7K
AWM
572
Avior Wealth Management
Nebraska
$7K +$3.52K +84 +95%
WWMSC
573
Wagner Wealth Management (South Carolina)
South Carolina
$6K
CA
574
Centerpoint Advisors
Massachusetts
$6K +$6.28K +150 New
MFW
575
Mosaic Family Wealth
Missouri
$5K

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.