ETR icon

Entergy
ETR

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 %
PPWP
851
Proquility Private Wealth Partners
Nevada
– -$1.46M -31,598 Closed
Tudor Investment Corp
852
Tudor Investment Corp
Connecticut
– -$1.43M -30,880 Closed
JF
853
Jump Financial
Illinois
– -$1.35M -29,234 Closed
DFCM
854
Dark Forest Capital Management
Puerto Rico
– -$1.34M -28,932 Closed
PI
855
PineBridge Investments
New York
– -$1.32M -28,614 Closed
UH
856
Unigestion Holding
Switzerland
– -$1.21M -26,138 Closed
FRM
857
Fox Run Management
Connecticut
– -$980K -21,186 Closed
EOJOAM
858
E. Ohman J:or Asset Management
Sweden
– -$870K -18,800 Closed
JAM
859
Jupiter Asset Management
United Kingdom
– -$691K -14,940 Closed
CS
860
Candriam SCA
Luxembourg
– -$525K -11,362 Closed
GCP
861
GSA Capital Partners
United Kingdom
– -$447K -9,672 Closed
Capstone Investment Advisors
862
Capstone Investment Advisors
New York
– -$383K -8,286 Closed
FIA
863
Foundations Investment Advisors
Arizona
– -$380K -8,214 Closed
ACM
864
AlphaStar Capital Management
North Carolina
– -$302K -6,528 Closed
FMAEN1
865
Fund Management at Engine No 1
California
– -$280K -6,046 Closed
PCA
866
Pallas Capital Advisors
Massachusetts
– -$262K -5,536 Closed
DWM
867
Dakota Wealth Management
Florida
– -$217K -4,698 Closed
SPA
868
Sherbrooke Park Advisers
New York
– -$216K -4,660 Closed
DADC
869
D.A. Davidson & Co
Montana
– -$211K -4,570 Closed
ATPW
870
Ashton Thomas Private Wealth
Arizona
– -$202K -4,378 Closed
AWA
871
Authentikos Wealth Advisory
California
– -$50.5K -1,092 Closed
BFP
872
Briaud Financial Planning
Texas
– -$48K -1,048 Closed
CA
873
Crewe Advisors
Utah
– -$46.3K -1,000 Closed
RTC
874
Riverview Trust Company
Washington
– -$42.2K -912 Closed
SCA
875
Stonebridge Capital Advisors
Minnesota
– -$29.2K -630 Closed
32 33 34
35
36