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957 hedge funds and large institutions have $26.6B invested in Entergy in 2024 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 370 increasing their positions, 310 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $84.1M | Put options by funds: $28.3M

72% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 76

28% more capital invested

Capital invested by funds: $20.9B → $26.6B (+$5.77B)

19% more repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 310

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

7.15% more ownership

Funds ownership: 182.64%189.79% (+7.2%)

5% more funds holding

Funds holding: 909957 (+48)

Holders
957
Holders Change
+48
Holders Change %
+5.28%
% of All Funds
13.74%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
131
Increased
370
Reduced
310
Closed
76
Calls
$84.1M
Puts
$28.3M
Net Calls
+$55.8M
Net Calls Change
+$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.4B +$12.6M +213,884 +0.4%
BlackRock
2
BlackRock
New York
$2.75B +$250M +4,237,816 +11%
State Street
3
State Street
Massachusetts
$1.5B +$15.2M +257,334 +1%
Ameriprise
4
Ameriprise
Minnesota
$989M +$122M +2,073,962 +16%
Bank of America
5
Bank of America
North Carolina
$949M +$481M +8,164,820 +130%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$872M -$35.7M -605,722 -4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$870M +$37.2M +631,500 +5%
Franklin Resources
8
Franklin Resources
California
$754M +$234M +3,963,222 +53%
Invesco
9
Invesco
Georgia
$684M -$39.6M -671,400 -6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$651M +$4.39M +74,558 +0.8%
Capital Research Global Investors
11
Capital Research Global Investors
California
$529M -$75.2K -1,276 -0%
Capital International Investors
12
Capital International Investors
California
$502M -$134M -2,279,394 -23%
JP Morgan Chase
13
JP Morgan Chase
New York
$472M +$160M +2,708,710 +61%
Morgan Stanley
14
Morgan Stanley
New York
$416M +$105M +1,781,146 +39%
CIA
15
ClearBridge Investments (Australia)
Australia
$377M -$31.9M -541,320 -9%
Newport Trust Company
16
Newport Trust Company
District of Columbia
$367M -$7.26M -123,116 -2%
Federated Hermes
17
Federated Hermes
Pennsylvania
$363M -$3.55M -60,288 -1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$340M +$13.6M +230,410 +5%
Goldman Sachs
19
Goldman Sachs
New York
$317M +$56.9M +964,702 +25%
Northern Trust
20
Northern Trust
Illinois
$248M -$11.9M -201,750 -5%
Legal & General Group
21
Legal & General Group
United Kingdom
$245M -$3.92M -66,502 -2%
Boston Partners
22
Boston Partners
Massachusetts
$226M -$26.5M -449,764 -12%
Lord, Abbett & Co
23
Lord, Abbett & Co
New Jersey
$205M -$1.93M -32,832 -1%
UBS Group
24
UBS Group
Switzerland
$203M +$64.9M +1,100,828 +56%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$200M -$786K -13,344 -0.4%

ETR Hedge Fund Activity: Q3 2024 in Review

957 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Entergy (ETR) for Q3 2024, worth a combined $26.6B — up 28% from $20.9B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new ETR positions and 76 closed out — a net gain of 55 holders — while 370 added to existing stakes and 310 trimmed.

The largest buyer was Bank of America, adding an estimated $481M. The largest seller was Millennium Management, cutting an estimated $142M.

  • 957 institutional investors held Entergy (ETR) as of Q3 2024, up from 909 in Q2 2024.
  • Funds reported $26.6B of Entergy stock for Q3 2024, up 28% quarter-over-quarter.
  • 131 funds opened new Entergy positions in Q3 2024 and 76 closed out, a net change of +55 holders.
  • The largest Entergy buyer in Q3 2024 was Bank of America, an estimated $481M added.
  • The largest Entergy seller in Q3 2024 was Millennium Management, an estimated $142M sold.

Based on aggregated 13F filings for Q3 2024.