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Entergy
ETR

Overview Fund Activity

769 hedge funds and large institutions have $17B invested in Entergy in 2023 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 325 increasing their positions, 227 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
769
Holders Change
+4
Holders Change %
+0.52%
% of All Funds
12.26%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
93
Increased
325
Reduced
227
Closed
76
Calls
$24.4M
Puts
$20.7M
Net Calls
+$3.62M
Net Calls Change
-$11.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$422M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$114M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$450M
4
Cohen & Steers
Cohen & Steers
New York
$122M
5
Goldman Sachs
Goldman Sachs
New York
$164M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$227M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$30.8M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$54M
4
ZP
Zimmer Partners
New York
$50.1M
5
Amundi
Amundi
France
$28.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
726
Prestige Wealth Management Group
New Jersey
$6.38K – – –
BIA
727
Bell Investment Advisors
California
$6.2K +$740 +16 +14%
CAS
728
Coppell Advisory Solutions
Texas
$6.19K – – –
SWA
729
SOA Wealth Advisors
New York
$6.01K – – –
MCM
730
Manchester Capital Management
Vermont
$5.92K +$5.55K +120 +1,500%
ITIM
731
Indiana Trust & Investment Management
Indiana
$5.37K +$5.37K +116 New
HCM
732
Hollencrest Capital Management
California
$5.27K – – –
RDFA
733
Ritter Daniher Financial Advisory
Ohio
$5.09K – – –
NC
734
NewSquare Capital
Pennsylvania
$4.81K – – –
GIA
735
GHP Investment Advisors
Colorado
$4.49K -$2.15K -46 -32%
AWM
736
Abound Wealth Management
Tennessee
$4.45K -$371 -8 -8%
MHR
737
Matthew Hamilton Rosenberg
$4.26K -$6.38K -138 -60%
CPG
738
Cornerstone Planning Group
New Jersey
$3.98K +$463 +10 +13%
DGAM
739
Desjardins Global Asset Management
Quebec, Canada
$3.89K -$8.14K -176 -68%
DIP
740
DT Investment Partners
Pennsylvania
$3.7K – – –
MIM
741
Macroview Investment Management
Maryland
$3.61K +$3.61K +78 New
BCMLT
742
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.6K – – –
CWC
743
Carolinas Wealth Consulting
North Carolina
$3.54K +$382 +8 +12%
CTWM
744
Cherry Tree Wealth Management
Minnesota
$3.42K – – –
RTL
745
Red Tortoise LLC
Georgia
$3.42K – – –
BONH
746
Bank of New Hampshire
New Hampshire
$3.05K – – –
CAL
747
Capital Advisors Ltd
Ohio
$3K -$968 -20 -24%
APF
748
Alaska Permanent Fund
Alaska
$2.78K -$8.05K -174 -74%
BAAM
749
Baker Avenue Asset Management
California
$2.44K -$2.25K -48 -48%
PO
750
Private Ocean
California
$2.31K – – –
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