Entergy
740 hedge funds and large institutions have $19.8B invested in Entergy in 2023 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 297 increasing their positions, 217 reducing their positions, and 81 closing their positions.
304% more call options, than puts
Call options by funds: $27M | Put options by funds: $6.68M
37% more repeat investments, than reductions
Existing positions increased: 297 | Existing positions reduced: 217
0% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 81
4% less capital invested
Capital invested by funds: $20.7B → $19.8B (-$886M)
2% less funds holding
Funds holding: 758 → 740 (-18)
6.83% less ownership
Funds ownership: 181.04% → 174.21% (-6.8%)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$254M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$125M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$114M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$80.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$79.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$530M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$122M |
| 3 |
Cohen & Steers
New York
|
-$81.8M |
| 4 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$70.7M |
| 5 |
Millennium Management
New York
|
-$63.5M |
ETR Hedge Fund Activity: Q1 2023 in Review
740 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Entergy (ETR) for Q1 2023, worth a combined $19.8B — down 4.3% from $20.7B a quarter earlier.
Fund positioning in ETR was balanced in Q1 2023: 81 funds opened new positions, 81 closed out, 297 added to existing stakes and 217 trimmed.
The largest buyer was Federated Hermes, adding an estimated $254M. The largest seller was Capital Research Global Investors, cutting an estimated $530M.
- 740 institutional investors held Entergy (ETR) as of Q1 2023, down from 758 in Q4 2022.
- Funds reported $19.8B of Entergy stock for Q1 2023, down 4.3% quarter-over-quarter.
- 81 funds opened new Entergy positions in Q1 2023 and 81 closed out, a net change of 0 holders.
- The largest Entergy buyer in Q1 2023 was Federated Hermes, an estimated $254M added.
- The largest Entergy seller in Q1 2023 was Capital Research Global Investors, an estimated $530M sold.
Based on aggregated 13F filings for Q1 2023.