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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 %
Voloridge Investment Management
151
Voloridge Investment Management
Florida
$11.4M -$666K -13,154 -6%
Pzena Investment Management
152
Pzena Investment Management
New York
$11.2M – – –
CGIM
153
Capital Group Investment Management
Singapore
$10.9M +$10.9M +215,576 New
Allspring Global Investments
154
Allspring Global Investments
North Carolina
$10.9M -$10.1M -199,596 -48%
Cerity Partners
155
Cerity Partners
New York
$10.8M +$6.35M +125,516 +142%
GC
156
Guggenheim Capital
Illinois
$10.6M +$2.2M +43,396 +26%
PAM
157
Panagora Asset Management
Massachusetts
$10.4M +$222K +4,392 +2%
Squarepoint
158
Squarepoint
New York
$10.3M +$1.12M +22,066 +12%
BBL
159
Beck Bode LLC
Massachusetts
$10.3M +$422K +8,344 +4%
GCM
160
Greenland Capital Management
New York
$10.2M +$9.04M +178,738 +803%
CSS
161
Cubist Systematic Strategies
Connecticut
$9.99M -$2.67M -52,794 -21%
Ensign Peak Advisors
162
Ensign Peak Advisors
Utah
$9.87M -$513K -10,136 -5%
Treasurer of the State of North Carolina
163
Treasurer of the State of North Carolina
North Carolina
$9.81M +$106K +2,092 +1%
QWM
164
Quadcap Wealth Management
Texas
$9.73M +$9.73M +192,356 New
State of Tennessee, Department of Treasury
165
State of Tennessee, Department of Treasury
Tennessee
$9.36M +$6.27M +123,984 +203%
Canada Life
166
Canada Life
Manitoba, Canada
$9.21M +$740K +14,696 +9%
Ohio Public Employees Retirement System (OPERS)
167
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.2M +$199K +3,942 +2%
AMG
168
Advisors Management Group
Wisconsin
$8.97M +$4.63M +91,564 +107%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$8.72M +$109K +2,150 +1%
Calamos Advisors
170
Calamos Advisors
Illinois
$8.71M -$114K -2,248 -1%
Citigroup
171
Citigroup
New York
$8.66M -$15.8M -311,796 -65%
MHI
172
Miller Howard Investments
New York
$8.61M -$475K -9,384 -5%
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
$8.46M +$698K +13,802 +9%
EFH
174
Eaton Financial Holdings
Florida
$8.39M -$362K -7,160 -4%
SIS
175
Sound Income Strategies
Florida
$8.33M +$525K +10,376 +7%
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