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606 hedge funds and large institutions have $14.5B invested in Entergy in 2018 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 193 increasing their positions, 212 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more call options, than puts

Call options by funds: $33.9M | Put options by funds: $10.9M

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

8% more capital invested

Capital invested by funds: $13.4B → $14.5B (+$1.09B)

3.62% more ownership

Funds ownership: 184.35%187.96% (+3.6%)

4% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 76

9% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 212

1% less funds holding

Funds holding: 615606 (-9)

Holders
606
Holders Change
-9
Holders Change %
-1.46%
% of All Funds
13.5%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.29%
New
73
Increased
193
Reduced
212
Closed
76
Calls
$33.9M
Puts
$10.9M
Net Calls
+$23M
Net Calls Change
+$541K
Name Holding Trade Value Shares
Change
Change in
Stake
AP
651
Advisors Preferred
Maryland
-$256K -6,308 Closed
FA
652
FDx Advisors
Illinois
-$254K -6,256 Closed
PAG
653
Private Advisor Group
New Jersey
-$248K -6,112 Closed
UB
654
UMB Bank
Missouri
-$219K -5,386 Closed
NGA
655
Naples Global Advisors
Florida
-$206K -5,070 Closed
SWM
656
Segment Wealth Management
Texas
-$202K -4,982 Closed
EA
657
Elm Advisors
California
-$178K -4,400 Closed
CG
658
Cutler Group
California
-$137K -3,400 Closed
PHK
659
Point72 Hong Kong
Hong Kong
-$133K -3,270 Closed
Simplex Trading
660
Simplex Trading
Illinois
-$108K -2,548 Closed
APP
661
Avantax Planning Partners
Iowa
-$78K -1,928 Closed
MPIA
662
Mountain Pacific Investment Advisers
Idaho
-$76K -1,866 Closed
RMAM
663
Raab & Moskowitz Asset Management
New Jersey
-$62K -1,530 Closed
MWPCG
664
Measured Wealth Private Client Group
New Hampshire
-$59K -1,460 Closed
LA
665
Legacy Advisors
Pennsylvania
-$41K -1,000 Closed
VDFA
666
Vickerman & Driscoll Financial Advisors
Washington
-$25K -614 Closed
AA
667
Ancora Advisors
Ohio
-$24K -588 Closed
CAG
668
Csenge Advisory Group
Florida
-$22K -528 Closed
BA
669
Ballew Advisors
Mississippi
-$22K -522 Closed
IBOK
670
Independence Bank of Kentucky
Kentucky
-$20K -500 Closed
SFM
671
Signet Financial Management
New Jersey
-$9K -232 Closed
TF
672
Tompkins Financial
New York
-$8K -186 Closed
TPWA
673
TRUE Private Wealth Advisors
Oregon
-$6.9K -170 Closed
WSTAM
674
Wilbanks Smith & Thomas Asset Management
Virginia
-$6K -146 Closed
SIC
675
Salem Investment Counselors
North Carolina
-$6K -144 Closed

ETR Hedge Fund Activity: Q4 2018 in Review

606 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Entergy (ETR) for Q4 2018, worth a combined $14.5B — up 8.1% from $13.4B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of ETR and 73 opened new positions — a net loss of 3 holders — while 212 trimmed existing stakes and 193 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $85.4M. The largest seller was Millennium Management, cutting an estimated $148M.

  • 606 institutional investors held Entergy (ETR) as of Q4 2018, down from 615 in Q3 2018.
  • Funds reported $14.5B of Entergy stock for Q4 2018, up 8.1% quarter-over-quarter.
  • 73 funds opened new Entergy positions in Q4 2018 and 76 closed out, a net change of -3 holders.
  • The largest Entergy buyer in Q4 2018 was T. Rowe Price Associates, an estimated $85.4M added.
  • The largest Entergy seller in Q4 2018 was Millennium Management, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2018.