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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
CWM
551
Campbell Wealth Management
Virginia
$24K +$24.7K +508 New
FMII
552
Farmers & Merchants Investments Inc
Nebraska
$23K
RA
553
Rational Advisors
New York
$23K +$23.8K +490 New
FHA
554
First Horizon Advisors
Tennessee
$21K -$11.8K -244 -35%
ZB
555
Zions Bancorporation
Utah
$21K -$680 -14 -3%
AF
556
Advisornet Financial
Minnesota
$19K +$19.4K +400 New
EARNEST Partners
557
EARNEST Partners
Georgia
$18K
NIMC
558
NWQ Investment Management Company
California
$17.9K +$1.77M +36,404 +11%
SSB
559
Sandy Spring Bank
Maryland
$17K -$23.4K -482 -57%
CAGAS
560
Capital Advisory Group Advisory Services
Minnesota
$17K
IA
561
IFP Advisors
Florida
$17K +$2.43K +50 +16%
HR
562
Howe & Rusling
New York
$17K +$2.82K +58 +19%
DSC
563
Duncker Streett & Co
Missouri
$17K +$17.4K +358 New
EFSCE
564
Enterprise Financial Services Corp (EFSC)
Missouri
$16K -$486 -10 -3%
MWC
565
MBM Wealth Consultants
Missouri
$16K
LC
566
Lindbrook Capital
California
$16K +$8.45K +174 +104%
ClearBridge Investments
567
ClearBridge Investments
New York
$15K -$24.3K -500 -61%
AA
568
Ancora Advisors
Ohio
$14K
CFA
569
Carroll Financial Associates
North Carolina
$14K +$2.52K +52 +20%
THWM
570
Taylor Hoffman Wealth Management
Virginia
$14K +$14.6K +300 New
RE
571
RBC Europe
United Kingdom
$13K
MA
572
MUFG Americas
New York
$13K
JPLA
573
Joseph P. Lucia & Associates
New York
$12K
FHA
574
Flagship Harbor Advisors
Massachusetts
$12K +$97 +2 +0.8%
SLF
575
Sun Life Financial
Ontario, Canada
$11K -$194 -4 -2%

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.