We are live on ! Find out more

687 hedge funds and large institutions have $20.7B invested in Entergy in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 256 increasing their positions, 226 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $26.4M | Put options by funds: $13.5M

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

33% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 60

13% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 226

1% more funds holding

Funds holding: 677687 (+10)

3% more capital invested

Capital invested by funds: $20.1B → $20.7B (+$672M)

3.09% less ownership

Funds ownership: 177.83%174.75% (-3.1%)

Holders
687
Holders Change
+10
Holders Change %
+1.48%
% of All Funds
10.84%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
80
Increased
256
Reduced
226
Closed
60
Calls
$26.4M
Puts
$13.5M
Net Calls
+$12.8M
Net Calls Change
-$2.82M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
651
Gemmer Asset Management
California
$7K
SWA
652
SOA Wealth Advisors
New York
$7K
GWS
653
Glassman Wealth Services
Virginia
$7K +$548 +10 +10%
NC
654
NewSquare Capital
Pennsylvania
$6K -$29.6K -540 -84%
WTA
655
Washington Trust Advisors
Massachusetts
$6K -$657 -12 -11%
MWC
656
MBM Wealth Consultants
Missouri
$6K
RDFA
657
Ritter Daniher Financial Advisory
Ohio
$6K
ADL
658
Asset Dedication LLC
California
$5K
HS
659
Horan Securities
United States
$5K
VNA
660
Valley National Advisers
Pennsylvania
$5K
MWM
661
Mascoma Wealth Management
New Hampshire
$3K
TFO
662
Tarbox Family Office
California
$3K
CI
663
Cordant Inc
Oregon
$3K +$2.52K +46 New
CG
664
Cutler Group
California
$2K -$43.3K -790 -94%
FMP
665
Financial Management Professionals
Texas
$2K -$1.09K -20 -32%
CWC
666
Carolinas Wealth Consulting
North Carolina
$2K
KFP
667
KB Financial Partners
New Jersey
$2K
KA
668
Kozak & Associates
Colorado
$2K
MCM
669
Manchester Capital Management
Vermont
$2K
SC
670
SouthState Corp
Florida
$2K
TSW
671
Thompson Siegel & Walmsley
Virginia
$2K
WAS
672
Winch Advisory Services
Wisconsin
$2K
ZIG
673
Zullo Investment Group
Pennsylvania
$2K
HWM
674
HighMark Wealth Management
Minnesota
$2K +$110 +2 +5%
SC
675
Schubert & Co
Texas
$2K +$329 +6 +27%

ETR Hedge Fund Activity: Q1 2022 in Review

687 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Entergy (ETR) for Q1 2022, worth a combined $20.7B — up 3.4% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new ETR positions and 60 closed out — a net gain of 20 holders — while 256 added to existing stakes and 226 trimmed.

The largest buyer was BlackRock, adding an estimated $168M. The largest seller was Wellington Management Group, cutting an estimated $493M.

  • 687 institutional investors held Entergy (ETR) as of Q1 2022, up from 677 in Q4 2021.
  • Funds reported $20.7B of Entergy stock for Q1 2022, up 3.4% quarter-over-quarter.
  • 80 funds opened new Entergy positions in Q1 2022 and 60 closed out, a net change of +20 holders.
  • The largest Entergy buyer in Q1 2022 was BlackRock, an estimated $168M added.
  • The largest Entergy seller in Q1 2022 was Wellington Management Group, an estimated $493M sold.

Based on aggregated 13F filings for Q1 2022.