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511 hedge funds and large institutions have $13.6B invested in Entergy in 2015 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 169 increasing their positions, 187 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $40.6M | Put options by funds: $20.4M

20% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 54

8% more capital invested

Capital invested by funds: $12.6B → $13.6B (+$958M)

2.46% more ownership

Funds ownership: 169.34%171.8% (+2.5%)

1% more funds holding

Funds holding: 508511 (+3)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

10% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 187

Holders
511
Holders Change
+3
Holders Change %
+0.59%
% of All Funds
13.41%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
65
Increased
169
Reduced
187
Closed
54
Calls
$40.6M
Puts
$20.4M
Net Calls
+$20.2M
Net Calls Change
+$3.54M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Americafirst Capital Management
California
$3.14B +$238K +7,076 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$915M +$142M +4,239,484 +19%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$771M +$45.7M +1,359,682 +6%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$748M +$77.1M +2,294,272 +12%
State Street
5
State Street
Massachusetts
$629M -$5.45M -162,170 -0.9%
BFA
6
BlackRock Fund Advisors
California
$436M +$13.3M +396,878 +3%
ETC
7
Evercore Trust Company
New York
$422M +$2.77M +82,502 +0.7%
BIT
8
BlackRock Institutional Trust
California
$336M -$3.23M -96,184 -1%
LSV Asset Management
9
LSV Asset Management
Illinois
$317M +$9.75M +290,054 +3%
AL
10
AJO LP
Pennsylvania
$294M +$81.2M +2,417,960 +39%
Ameriprise
11
Ameriprise
Minnesota
$239M -$4.36M -129,786 -2%
EIP
12
Epoch Investment Partners
New York
$235M -$3.09M -91,846 -1%
Nordea Investment Management
13
Nordea Investment Management
Sweden
$216M +$30.4M +904,776 +17%
Northern Trust
14
Northern Trust
Illinois
$177M -$12.7M -379,210 -7%
Renaissance Technologies
15
Renaissance Technologies
New York
$153M -$15.7M -467,600 -9%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$151M +$2.45M +72,954 +2%
Invesco
17
Invesco
Georgia
$142M -$2.17M -64,590 -2%
APG Asset Management
18
APG Asset Management
Netherlands
$133M -$10.2M -302,572 -7%
JP Morgan Chase
19
JP Morgan Chase
New York
$121M +$3.04M +90,360 +3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$119M -$21.3M -633,422 -15%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$112M -$2.91M -86,568 -3%
BG
22
BlackRock Group
United Kingdom
$108M +$579K +17,244 +0.5%
Charles Schwab
23
Charles Schwab
California
$106M +$945K +28,130 +0.9%
PAMU
24
Pictet Asset Management (UK)
United Kingdom
$101M +$92.3M +2,748,442 +1,275%
Adage Capital Partners
25
Adage Capital Partners
Massachusetts
$100M -$3.97M -118,224 -4%

ETR Hedge Fund Activity: Q4 2015 in Review

511 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Entergy (ETR) for Q4 2015, worth a combined $13.6B — up 7.6% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new ETR positions and 54 closed out — a net gain of 11 holders — while 169 added to existing stakes and 187 trimmed.

The largest buyer was Vanguard Group, adding an estimated $142M. The largest seller was Janus Henderson Investors US, cutting an estimated $72.7M.

  • 511 institutional investors held Entergy (ETR) as of Q4 2015, up from 508 in Q3 2015.
  • Funds reported $13.6B of Entergy stock for Q4 2015, up 7.6% quarter-over-quarter.
  • 65 funds opened new Entergy positions in Q4 2015 and 54 closed out, a net change of +11 holders.
  • The largest Entergy buyer in Q4 2015 was Vanguard Group, an estimated $142M added.
  • The largest Entergy seller in Q4 2015 was Janus Henderson Investors US, an estimated $72.7M sold.

Based on aggregated 13F filings for Q4 2015.