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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
1
Morgan Stanley
New York
$508M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$597M
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$622M
4
Franklin Resources
4
Franklin Resources
California
$401M
5
CIA
5
ClearBridge Investments (Australia)
Australia
$315M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$257M
2
Pictet Asset Management
2
Pictet Asset Management
Switzerland
$174M
3
Boston Partners
3
Boston Partners
Massachusetts
$219M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$77.7M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
801
Abound Wealth Management
Tennessee
$5.28K +$406 +8 +8%
NC
802
NewSquare Capital
Pennsylvania
$5.26K – – –
CAL
803
Capital Advisors Ltd
Ohio
$5K +$1.9K +38 +61%
Kayne Anderson Rudnick Investment Management
804
Kayne Anderson Rudnick Investment Management
California
$4.45K +$2.53K +50 +132%
DGAM
805
Desjardins Global Asset Management
Quebec, Canada
$4.25K – – –
DIP
806
DT Investment Partners
Pennsylvania
$4.01K – – –
RTL
807
Red Tortoise LLC
Georgia
$3.74K – – –
AP
808
Aspect Partners
Virginia
$3.44K +$3.44K +68 New
BONH
809
Bank of New Hampshire
New Hampshire
$3.34K – – –
PWMG
810
Private Wealth Management Group
New Jersey
$3.24K +$3.24K +64 New
CPG
811
Cornerstone Planning Group
New Jersey
$2.83K -$1.52K -30 -35%
W
812
WealthCollab
Washington
$2.63K +$2.63K +52 New
PO
813
Private Ocean
California
$2.53K – – –
HWM
814
HighMark Wealth Management
Minnesota
$2.23K – – –
CTWM
815
Cherry Tree Wealth Management
Minnesota
$2.23K -$1.52K -30 -41%
BWL
816
Bogart Wealth LLC
Virginia
$2.23K – – –
CWC
817
Carolinas Wealth Consulting
North Carolina
$2.02K -$1.72K -34 -46%
AW
818
Avion Wealth
Texas
$2K -$273 -6 -12%
VCM
819
Versant Capital Management
Arizona
$1.72K +$405 +8 +31%
AT
820
Arlington Trust
Alabama
$1.62K – – –
JWM
821
Janiczek Wealth Management
Colorado
$1.52K +$1.52K +30 New
GWM
822
Geneos Wealth Management
Colorado
$1.42K -$41.8K -826 -97%
TCA
823
Trifecta Capital Advisors
Illinois
$1.42K – – –
ANBT
824
American National Bank & Trust
Texas
$1.42K – – –
DF
825
Dunhill Financial
United Kingdom
$1.34K +$1.34K +26 New
31 32
33
34 35