Entergy
602 hedge funds and large institutions have $13.6B invested in Entergy in 2018 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 229 increasing their positions, 193 reducing their positions, and 53 closing their positions.
175% more funds holding in top 10
Funds holding in top 10: 4 → 11 (+7)
54% more call options, than puts
Call options by funds: $31.1M | Put options by funds: $20.1M
19% more repeat investments, than reductions
Existing positions increased: 229 | Existing positions reduced: 193
10% more capital invested
Capital invested by funds: $12.3B → $13.6B (+$1.28B)
0% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 53
0.72% less ownership
Funds ownership: 172.42% → 171.7% (-0.72%)
1% less funds holding
Funds holding: 608 → 602 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$277M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$147M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$125M |
| 4 |
Millennium Management
New York
|
+$111M |
| 5 |
LM
Luminus Management
Houston,
Texas
|
+$108M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$91.1M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
-$86.2M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$83.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$64M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$55.7M |
ETR Hedge Fund Activity: Q2 2018 in Review
602 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Entergy (ETR) for Q2 2018, worth a combined $13.6B — up 10% from $12.3B a quarter earlier.
Fund positioning in ETR was balanced in Q2 2018: 53 funds opened new positions, 53 closed out, 229 added to existing stakes and 193 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $277M. The largest seller was Morgan Stanley, cutting an estimated $91.1M.
- 602 institutional investors held Entergy (ETR) as of Q2 2018, down from 608 in Q1 2018.
- Funds reported $13.6B of Entergy stock for Q2 2018, up 10% quarter-over-quarter.
- 53 funds opened new Entergy positions in Q2 2018 and 53 closed out, a net change of 0 holders.
- The largest Entergy buyer in Q2 2018 was T. Rowe Price Associates, an estimated $277M added.
- The largest Entergy seller in Q2 2018 was Morgan Stanley, an estimated $91.1M sold.
Based on aggregated 13F filings for Q2 2018.