Entergy
688 hedge funds and large institutions have $20.8B invested in Entergy in 2019 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 236 increasing their positions, 198 reducing their positions, and 40 closing their positions.
208% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 40
30% more call options, than puts
Call options by funds: $40.9M | Put options by funds: $31.5M
19% more repeat investments, than reductions
Existing positions increased: 236 | Existing positions reduced: 198
11% more funds holding
Funds holding: 618 → 688 (+70)
2% more capital invested
Capital invested by funds: $20.3B → $20.8B (+$464M)
0.26% more ownership
Funds ownership: 174.02% → 174.29% (+0.26%)
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$554M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$499M |
| 3 |
BlackRock
New York
|
+$132M |
| 4 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$75.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$367M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$347M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$134M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
-$114M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$108M |
ETR Hedge Fund Activity: Q4 2019 in Review
688 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Entergy (ETR) for Q4 2019, worth a combined $20.8B — up 2.3% from $20.3B a quarter earlier.
Buyers outnumbered sellers: 123 funds opened new ETR positions and 40 closed out — a net gain of 83 holders — while 236 added to existing stakes and 198 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $554M. The largest seller was Credit Suisse, cutting an estimated $367M.
- 688 institutional investors held Entergy (ETR) as of Q4 2019, up from 618 in Q3 2019.
- Funds reported $20.8B of Entergy stock for Q4 2019, up 2.3% quarter-over-quarter.
- 123 funds opened new Entergy positions in Q4 2019 and 40 closed out, a net change of +83 holders.
- The largest Entergy buyer in Q4 2019 was JP Morgan Chase, an estimated $554M added.
- The largest Entergy seller in Q4 2019 was Credit Suisse, an estimated $367M sold.
Based on aggregated 13F filings for Q4 2019.