Entergy
607 hedge funds and large institutions have $17B invested in Entergy in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 203 increasing their positions, 232 reducing their positions, and 74 closing their positions.
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
8% more call options, than puts
Call options by funds: $13.4M | Put options by funds: $12.3M
4% more capital invested
Capital invested by funds: $16.4B → $17B (+$629M)
1.58% less ownership
Funds ownership: 173.98% → 172.4% (-1.6%)
3% less funds holding
Funds holding: 624 → 607 (-17)
13% less repeat investments, than reductions
Existing positions increased: 203 | Existing positions reduced: 232
19% less first-time investments, than exits
New positions opened: 60 | Existing positions closed: 74
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$192M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$93.4M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$67.4M |
| 4 |
D.E. Shaw & Co
New York
|
+$63M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$51.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$152M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
-$147M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$128M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$92.2M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$56.6M |
ETR Hedge Fund Activity: Q3 2020 in Review
607 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Entergy (ETR) for Q3 2020, worth a combined $17B — up 3.8% from $16.4B a quarter earlier.
Sellers outnumbered buyers: 74 funds closed out of ETR and 60 opened new positions — a net loss of 14 holders — while 232 trimmed existing stakes and 203 added.
The largest buyer was Capital Research Global Investors, adding an estimated $192M. The largest seller was Renaissance Technologies, cutting an estimated $152M.
- 607 institutional investors held Entergy (ETR) as of Q3 2020, down from 624 in Q2 2020.
- Funds reported $17B of Entergy stock for Q3 2020, up 3.8% quarter-over-quarter.
- 60 funds opened new Entergy positions in Q3 2020 and 74 closed out, a net change of -14 holders.
- The largest Entergy buyer in Q3 2020 was Capital Research Global Investors, an estimated $192M added.
- The largest Entergy seller in Q3 2020 was Renaissance Technologies, an estimated $152M sold.
Based on aggregated 13F filings for Q3 2020.