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909 hedge funds and large institutions have $20.9B invested in Entergy in 2024 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 388 increasing their positions, 260 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $69.7M | Put options by funds: $34.9M

53% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 74

49% more repeat investments, than reductions

Existing positions increased: 388 | Existing positions reduced: 260

5.76% more ownership

Funds ownership: 176.87%182.64% (+5.8%)

2% more funds holding

Funds holding: 887909 (+22)

5% more capital invested

Capital invested by funds: $19.9B → $20.9B (+$935M)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
909
Holders Change
+22
Holders Change %
+2.48%
% of All Funds
13.13%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
113
Increased
388
Reduced
260
Closed
74
Calls
$69.7M
Puts
$34.9M
Net Calls
+$34.8M
Net Calls Change
+$7.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.75B +$473K +8,768 +0%
BlackRock
2
BlackRock
New York
$2.01B +$134M +2,493,628 +7%
State Street
3
State Street
Massachusetts
$1.21B -$49.3M -914,768 -4%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$741M +$82.4M +1,527,668 +12%
Ameriprise
5
Ameriprise
Minnesota
$693M +$224M +4,151,552 +47%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$674M -$9.38M -173,916 -1%
Invesco
7
Invesco
Georgia
$592M +$92.4M +1,713,732 +18%
Capital International Investors
8
Capital International Investors
California
$530M +$84.9M +1,574,368 +19%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$526M +$15.1M +279,510 +3%
Capital Research Global Investors
10
Capital Research Global Investors
California
$430M +$136M +2,526,910 +46%
Franklin Resources
11
Franklin Resources
California
$400M -$13.4M -247,878 -3%
CIA
12
ClearBridge Investments (Australia)
Australia
$336M +$2.16M +40,050 +0.6%
Bank of America
13
Bank of America
North Carolina
$335M +$5.77M +107,064 +2%
Newport Trust Company
14
Newport Trust Company
District of Columbia
$305M -$2.8M -51,960 -0.9%
Federated Hermes
15
Federated Hermes
Pennsylvania
$298M -$7.74M -143,584 -3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$264M -$9.48M -175,782 -3%
Morgan Stanley
17
Morgan Stanley
New York
$243M +$50.4M +934,440 +26%
JP Morgan Chase
18
JP Morgan Chase
New York
$239M -$80.5M -1,492,364 -25%
Northern Trust
19
Northern Trust
Illinois
$213M +$1.19M +21,984 +0.6%
Boston Partners
20
Boston Partners
Massachusetts
$208M -$34.3M -635,884 -14%
Goldman Sachs
21
Goldman Sachs
New York
$206M +$41.3M +765,684 +25%
Legal & General Group
22
Legal & General Group
United Kingdom
$203M -$9.32M -172,834 -4%
Millennium Management
23
Millennium Management
New York
$201M +$130M +2,406,438 +179%
Norges Bank
24
Norges Bank
Norway
$200M +$3.02M +56,058 +2%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$168M +$17.4M +322,930 +11%

ETR Hedge Fund Activity: Q2 2024 in Review

909 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Entergy (ETR) for Q2 2024, worth a combined $20.9B — up 4.7% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new ETR positions and 74 closed out — a net gain of 39 holders — while 388 added to existing stakes and 260 trimmed.

The largest buyer was Ameriprise, adding an estimated $224M. The largest seller was Mitsubishi UFJ Trust & Banking, cutting an estimated $204M.

  • 909 institutional investors held Entergy (ETR) as of Q2 2024, up from 887 in Q1 2024.
  • Funds reported $20.9B of Entergy stock for Q2 2024, up 4.7% quarter-over-quarter.
  • 113 funds opened new Entergy positions in Q2 2024 and 74 closed out, a net change of +39 holders.
  • The largest Entergy buyer in Q2 2024 was Ameriprise, an estimated $224M added.
  • The largest Entergy seller in Q2 2024 was Mitsubishi UFJ Trust & Banking, an estimated $204M sold.

Based on aggregated 13F filings for Q2 2024.