Entergy
508 hedge funds and large institutions have $13B invested in Entergy in 2014 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 182 increasing their positions, 177 reducing their positions, and 33 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
83% more call options, than puts
Call options by funds: $53.2M | Put options by funds: $29.1M
70% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 33
28% more capital invested
Capital invested by funds: $10.1B → $13B (+$2.84B)
7.72% more ownership
Funds ownership: 168.74% → 176.46% (+7.7%)
4% more funds holding
Funds holding: 488 → 508 (+20)
3% more repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 177
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$228M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$149M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$106M |
| 4 |
AI
Analytic Investors
Los Angeles,
California
|
+$106M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$105M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$432M |
| 2 |
Pzena Investment Management
New York
|
-$144M |
| 3 |
LM
Luminus Management
Houston,
Texas
|
-$98.7M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$68.2M |
| 5 |
Two Sigma Investments
New York
|
-$65.3M |
ETR Hedge Fund Activity: Q2 2014 in Review
508 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Entergy (ETR) for Q2 2014, worth a combined $13B — up 28% from $10.1B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new ETR positions and 33 closed out — a net gain of 23 holders — while 182 added to existing stakes and 177 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $228M. The largest seller was T. Rowe Price Associates, cutting an estimated $432M.
- 508 institutional investors held Entergy (ETR) as of Q2 2014, up from 488 in Q1 2014.
- Funds reported $13B of Entergy stock for Q2 2014, up 28% quarter-over-quarter.
- 56 funds opened new Entergy positions in Q2 2014 and 33 closed out, a net change of +23 holders.
- The largest Entergy buyer in Q2 2014 was JP Morgan Chase, an estimated $228M added.
- The largest Entergy seller in Q2 2014 was T. Rowe Price Associates, an estimated $432M sold.
Based on aggregated 13F filings for Q2 2014.