Entergy
541 hedge funds and large institutions have $13.9B invested in Entergy in 2014 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 191 increasing their positions, 187 reducing their positions, and 35 closing their positions.
103% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 35
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
13% more capital invested
Capital invested by funds: $12.3B → $13.9B (+$1.65B)
5% more funds holding
Funds holding: 514 → 541 (+27)
2% more repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 187
0.43% less ownership
Funds ownership: 176.91% → 176.47% (-0.43%)
29% less call options, than puts
Call options by funds: $43.9M | Put options by funds: $61.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$151M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$116M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$74.1M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$72.1M |
| 5 |
Renaissance Technologies
New York
|
+$66.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$492M |
| 2 |
JP Morgan Chase
New York
|
-$159M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$58.2M |
| 4 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$30.4M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$28.5M |
ETR Hedge Fund Activity: Q4 2014 in Review
541 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Entergy (ETR) for Q4 2014, worth a combined $13.9B — up 13% from $12.3B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new ETR positions and 35 closed out — a net gain of 36 holders — while 191 added to existing stakes and 187 trimmed.
The largest buyer was Ameriprise, adding an estimated $151M. The largest seller was Franklin Resources, cutting an estimated $492M.
- 541 institutional investors held Entergy (ETR) as of Q4 2014, up from 514 in Q3 2014.
- Funds reported $13.9B of Entergy stock for Q4 2014, up 13% quarter-over-quarter.
- 71 funds opened new Entergy positions in Q4 2014 and 35 closed out, a net change of +36 holders.
- The largest Entergy buyer in Q4 2014 was Ameriprise, an estimated $151M added.
- The largest Entergy seller in Q4 2014 was Franklin Resources, an estimated $492M sold.
Based on aggregated 13F filings for Q4 2014.