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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 %
Focus Partners Wealth
576
Focus Partners Wealth
Massachusetts
$257K +$257K +5,076 New
HWM
577
HB Wealth Management
Georgia
$256K -$38.9K -768 -13%
OIA
578
OneDigital Investment Advisors
Kansas
$255K +$255K +5,040 New
KFP
579
KMG Fiduciary Partners
Ohio
$254K – – –
GT
580
Glenview Trust
Kentucky
$254K -$304 -6 -0.1%
Wolverine Trading
581
Wolverine Trading
Illinois
$253K +$253K +5,008 New
CWP
582
Concord Wealth Partners
Virginia
$253K -$20.6K -408 -8%
S
583
SignatureFD
Georgia
$253K -$30.9K -610 -11%
LIM
584
Lathrop Investment Management
Arkansas
$253K – – –
IW
585
Imprint Wealth
South Carolina
$252K +$21.2K +420 +9%
CA
586
Calton & Associates
Florida
$252K +$252K +4,982 New
CC
587
Chicago Capital
Illinois
$252K – – –
TH
588
TCTC Holdings
Texas
$249K – – –
OAM
589
Ostrum Asset Management
France
$248K -$446K -8,806 -64%
MC
590
Machina Capital
France
$248K +$248K +4,898 New
PIA
591
Pinion Investment Advisors
Kansas
$244K -$18.7K -370 -7%
FCBT
592
First Citizens Bank & Trust
North Carolina
$244K +$7.89K +156 +3%
TCA
593
Transcend Capital Advisors
New Jersey
$244K – – –
SP
594
Symmetry Partners
Connecticut
$242K -$63.2K -1,252 -21%
SF
595
Synovus Financial
Georgia
$242K +$12.8K +252 +6%
FHA
596
First Horizon Advisors
Tennessee
$242K +$118K +2,326 +95%
WI
597
Wintrust Investments
Illinois
$239K +$239K +4,722 New
CCA
598
Checchi Capital Advisers
California
$239K -$26.2K -518 -10%
WCM Investment Management
599
WCM Investment Management
California
$238K +$238K +4,714 New
AIP
600
Ameritas Investment Partners
Nebraska
$238K -$21.7K -428 -8%
22 23
24
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