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

Top Sellers

1
Capital International Investors
Capital International Investors
California
$257M
2
Pictet Asset Management
Pictet Asset Management
Switzerland
$174M
3
Boston Partners
Boston Partners
Massachusetts
$219M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$77.7M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFM
826
TFC Financial Management
Massachusetts
$1.32K +$1.32K +26 New
BCMLT
827
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.3K -$2.13K -46 -62%
DPW
828
DiNuzzo Private Wealth
Pennsylvania
$1.22K +$1.22K +24 New
SIC
829
SJS Investment Consulting
Ohio
$1.01K -$101 -2 -9%
CPG
830
Custom Portfolio Group
Colorado
$1.01K +$1.01K +20 New
TSW
831
Thompson Siegel & Walmsley
Virginia
$1K – – –
LIWM
832
Long Island Wealth Management
New York
$1K +$1K +10 New
ITIM
833
Indiana Trust & Investment Management
Indiana
$911 -$4.96K -98 -84%
VWA
834
Valued Wealth Advisors
Utah
$833 +$833 +18 New
CAM
835
ClariVest Asset Management
California
$605 +$605 +12 New
WA
836
WestEnd Advisors
North Carolina
$304 -$203 -4 -40%
TWD
837
True Wealth Design
Ohio
$304 – – –
BWM
838
Baystate Wealth Management
Massachusetts
$126 -$2.39K -38 -95%
DWM
839
Dogwood Wealth Management
Kansas
$3 – – –
CGPCS
840
Capital Group Private Client Services
California
– -$8.8M -190,216 Closed
TI
841
Trexquant Investment
Connecticut
– -$6.96M -150,470 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
842
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$6.17M -133,400 Closed
ECM
843
ExodusPoint Capital Management
New York
– -$5.83M -126,126 Closed
SFI
844
Susquehanna Fundamental Investments
Pennsylvania
– -$4.82M -104,124 Closed
BCM
845
Bayesian Capital Management
New York
– -$3.05M -65,972 Closed
SFM
846
Soros Fund Management
New York
– -$2.96M -64,000 Closed
WAM
847
Weiss Asset Management
Massachusetts
– -$2.7M -58,324 Closed
AIM
848
Aquila Investment Management
New York
– -$2.22M -48,000 Closed
ECM
849
Element Capital Management
New York
– -$2.02M -43,752 Closed
SM
850
Sciencast Management
New Jersey
– -$1.88M -40,592 Closed
32 33
34
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