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Entergy
ETR

Overview Fund Activity

674 hedge funds and large institutions have $20.1B invested in Entergy in 2021 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 241 increasing their positions, 194 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
Holders Change
+53
Holders Change %
+8.53%
% of All Funds
10.41%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
120
Increased
241
Reduced
194
Closed
56
Calls
$28M
Puts
$12.3M
Net Calls
+$15.7M
Net Calls Change
+$7.2M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$608M
2
Capital International Investors
2
Capital International Investors
California
$1.35B
3
Bank of America
3
Bank of America
North Carolina
$1.03B
4
BlackRock
4
BlackRock
New York
$1.91B
5
Mitsubishi UFJ Trust & Banking
5
Mitsubishi UFJ Trust & Banking
Japan
$224M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$495M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$581M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$44.6M
4
Prudential Financial
4
Prudential Financial
New Jersey
$29M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
601
Howe & Rusling
New York
$18K – – –
PMFA
602
Plante Moran Financial Advisors
Michigan
$17K -$388K -6,938 -96%
CFO
603
CVA Family Office
Colorado
$17K -$11.9K -210 -41%
SC
604
Steph & Co
Wisconsin
$17K – – –
OF
605
Outfitter Financial
Maine
$17K +$17K +300 New
BA
606
Bellwether Advisors
Nebraska
$15K -$465K -8,366 -97%
DI
607
Disciplined Investments
Oklahoma
$15K – – –
HIA
608
Harbor Investment Advisory
Maryland
$15K +$5.5K +96 +58%
EWM
609
Elmwood Wealth Management
California
$14K +$14K +240 New
GWA
610
Gibson Wealth Advisors
Texas
$14K +$14K +252 New
GI
611
Gradient Investments
Minnesota
$12K – – –
CCM
612
Cribstone Capital Management
Maine
$12K – – –
BIA
613
Bell Investment Advisors
California
$12K +$5.78K +106 +93%
FNBOSM
614
First National Bank of South Miami
Florida
$12K +$12K +210 New
TC
615
Trust Company
Kansas
$11K -$660 -12 -6%
NSIM
616
North Star Investment Management
Illinois
$11K – – –
SC
617
Seldon Capital
California
$11K +$11K +196 New
WFS
618
Widmann Financial Services
Maryland
$11K +$11K +200 New
WC
619
Wexford Capital
Florida
$10.3K +$10.3K +182,312 New
BWM
620
BerganKDV Wealth Management
Minnesota
$8K – – –
PWMG
621
Prestige Wealth Management Group
New Jersey
$8K – – –
GAM
622
Gemmer Asset Management
California
$8K – – –
MCM
623
MV Capital Management
Maryland
$7K -$219 -4 -3%
FCA
624
FinTrust Capital Advisors
South Carolina
$7K – – –
SWA
625
SOA Wealth Advisors
New York
$7K – – –
23 24
25
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