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Entergy
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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
$508M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$597M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$622M
4
Franklin Resources
Franklin Resources
California
$401M
5
CIA
ClearBridge Investments (Australia)
Australia
$315M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$257M
2
Pictet Asset Management
Pictet Asset Management
Switzerland
$174M
3
Boston Partners
Boston Partners
Massachusetts
$219M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$77.7M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
626
Apollon Wealth Management
South Carolina
$214K +$214K +4,228 New
PTC
627
Private Trust Company
Ohio
$207K +$17.2K +340 +9%
MAM
628
Mystic Asset Management
Rhode Island
$205K +$205K +4,058 New
FFN
629
Focus Financial Network
Minnesota
$204K +$204K +4,034 New
AO
630
Advisor OS
Illinois
$203K +$203K +4,022 New
FAIM
631
Financial Advocates Investment Management
Washington
$201K +$201K +3,964 New
LA
632
LVW Advisors
New York
$200K +$200K +3,954 New
SIA
633
Sit Investment Associates
Minnesota
$198K -$25.3K -500 -11%
PA
634
Parallel Advisors
California
$181K -$3.44K -68 -2%
CT
635
Colonial Trust
South Carolina
$166K -$7.69K -152 -4%
IA
636
IFP Advisors
Florida
$165K -$39.2K -774 -19%
CTA
637
Colonial Trust Advisors
South Carolina
$163K -$9.92K -196 -6%
BCWM
638
Bartlett & Co Wealth Management
Ohio
$161K – – –
BC
639
Bartlett & Co
Ohio
$161K – – –
WTC
640
WhitTier Trust Company
Nevada
$148K -$810 -16 -0.5%
PS
641
Principal Securities
Iowa
$137K +$137K +2,710 New
CCM
642
Chilton Capital Management
Texas
$132K – – –
WIM
643
Westside Investment Management
California
$127K – – –
LFA
644
LGT Financial Advisors
Texas
$125K +$1.42K +28 +1%
A
645
AlphaQuest
New York
$125K +$125K +2,462 New
TF
646
Tompkins Financial
New York
$121K – – –
GRP
647
Global Retirement Partners
California
$121K -$18.5K -360 -13%
WT
648
Whittier Trust
California
$120K -$29.4K -582 -20%
SIM
649
Sentry Investment Management
Wisconsin
$113K -$12.1K -238 -10%
T. Rowe Price Investment Management
650
T. Rowe Price Investment Management
Maryland
$111K +$111K +2,190 New
24 25
26
27 28