Entergy
841 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, 311 increasing their positions, 278 reducing their positions, and 49 closing their positions.
170% more call options, than puts
Call options by funds: $64.2M | Put options by funds: $23.8M
161% more first-time investments, than exits
New positions opened: 128 | Existing positions closed: 49
71% more funds holding in top 10
Funds holding in top 10: 7 → 12 (+5)
14% more capital invested
Capital invested by funds: $17B → $19.3B (+$2.34B)
12% more repeat investments, than reductions
Existing positions increased: 311 | Existing positions reduced: 278
9% more funds holding
Funds holding: 773 → 841 (+68)
7.04% more ownership
Funds ownership: 173.32% → 180.35% (+7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$345M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$130M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$125M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$77.7M |
| 5 |
CIA
ClearBridge Investments (Australia)
Sydney,
Australia
|
+$68.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$737M |
| 2 |
Pictet Asset Management
Carouge,
Switzerland
|
-$67.5M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$60.7M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$45.2M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$31.6M |
ETR Hedge Fund Activity: Q4 2023 in Review
841 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Entergy (ETR) for Q4 2023, worth a combined $19.3B — up 14% from $17B a quarter earlier.
Buyers outnumbered sellers: 128 funds opened new ETR positions and 49 closed out — a net gain of 79 holders — while 311 added to existing stakes and 278 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $345M. The largest seller was Capital International Investors, cutting an estimated $737M.
- 841 institutional investors held Entergy (ETR) as of Q4 2023, up from 773 in Q3 2023.
- Funds reported $19.3B of Entergy stock for Q4 2023, up 14% quarter-over-quarter.
- 128 funds opened new Entergy positions in Q4 2023 and 49 closed out, a net change of +79 holders.
- The largest Entergy buyer in Q4 2023 was Morgan Stanley, an estimated $345M added.
- The largest Entergy seller in Q4 2023 was Capital International Investors, an estimated $737M sold.
Based on aggregated 13F filings for Q4 2023.