We are live on ! Find out more

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
YWP
576
YorkBridge Wealth Partners
New York
$5K
SWMG
577
Signature Wealth Management Group
Georgia
$5K +$5.36K +128 New
GT
578
Greenleaf Trust
Michigan
$4K -$2.09K -50 -36%
PCP
579
Proficio Capital Partners
Massachusetts
$4K
HIM
580
Hillsdale Investment Management
Ontario, Canada
$4K +$419 +10 +11%
CG
581
Cutler Group
California
$4K +$3.94K +94 +392%
VNA
582
Valley National Advisers
Pennsylvania
$3K
ST
583
Smithfield Trust
Pennsylvania
$3K +$2.93K +70 New
VCM
584
Virtue Capital Management
Tennessee
$3K +$2.93K +70 New
WWM
585
Willingdon Wealth Management
North Carolina
$3K +$3.1K +74 New
SFSIG
586
San Francisco Sentry Investment Group
California
$2K
TFO
587
Tarbox Family Office
California
$2K
CB
588
CNB Bank
Pennsylvania
$2K +$1.59K +38 New
TG
589
TLP Group
Illinois
$2K +$1.68K +40 New
PW
590
Price Wealth
Texas
$2K +$2.18K +52 New
OFS
591
Orrstown Financial Services
Pennsylvania
$1K
QAM
592
QCI Asset Management
New York
$1K
SSB
593
Sandy Spring Bank
Maryland
$1K
TC
594
Trust Company
Kansas
$1K
SPI
595
Santori & Peters Inc
Pennsylvania
$1K +$1.26K +30 New
TL
596
TrueWealth LLC
Georgia
$1K +$1.34K +32 New
Walleye Trading
597
Walleye Trading
New York
$595 -$8.13K -194 -1%
ETC
598
Evercore Trust Company
New York
-$430M -11,253,312 Closed
Credit Agricole
599
Credit Agricole
France
-$85.7M -2,244,460 Closed
APG Asset Management
600
APG Asset Management
Netherlands
-$26.2M -685,666 Closed

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.