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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 %
KFP
651
KB Financial Partners
New Jersey
$2K +$2K +34 New
SC
652
SouthState Corp
Florida
$2K +$2K +36 New
JWA
653
JFS Wealth Advisors
Pennsylvania
$2K +$2K +36 New
UFF
654
USA Financial Formulas
Michigan
$2K +$2K +36 New
ZIG
655
Zullo Investment Group
Pennsylvania
$2K +$2K +36 New
KA
656
Kozak & Associates
Colorado
$2K +$2K +44 New
TWA
657
TCI Wealth Advisors
Arizona
$1K – – –
EWM
658
Edge Wealth Management
New York
$1K – – –
SC
659
Sierra Capital
Florida
$1K +$1K +10 New
CCA
660
Column Capital Advisors
Indiana
$1K +$1K +10 New
CSWM
661
Cassady Schiller Wealth Management
Ohio
$1K +$1K +10 New
S
662
Surevest
California
$1K +$1K +18 New
SC
663
Schubert & Co
Texas
$1K +$1K +22 New
CAC
664
Core Alternative Capital
Georgia
$1K +$1K +24 New
SFO
665
Standard Family Office
South Dakota
$1K +$1K +24 New
BFC
666
Bedel Financial Consulting
Indiana
$1K +$1K +26 New
VRS
667
Virginia Retirement Systems
Virginia
$912 – – –
BBHC
668
Brown Brothers Harriman & Co
New York
$259 – – –
WIM
669
Westside Investment Management
California
$112 – – –
CIBC Private Wealth Group
670
CIBC Private Wealth Group
Georgia
– -$13M -261,518 Closed
TC
671
TwinBeech Capital
New York
– -$8.5M -171,140 Closed
DA
672
Duality Advisers
Florida
– -$6.9M -138,868 Closed
EGM
673
Engineers Gate Manager
New York
– -$5.5M -110,678 Closed
AWCI
674
Alpine Woods Capital Investors
New York
– -$3.28M -65,982 Closed
LM
675
Luminus Management
Texas
– -$2.98M -60,000 Closed
25 26
27
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