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Duke Energy

1,212 hedge funds and large institutions have $32.1B invested in Duke Energy in 2017 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 481 increasing their positions, 442 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $267M | Put options by funds: $180M

23% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 66

7% more capital invested

Capital invested by funds: $30B → $32.1B (+$2.08B)

9% more repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 442

0% more funds holding

Funds holding: 1,2091,212 (+3)

0.16% less ownership

Funds ownership: 55.95%55.79% (-0.16%)

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

Holders
1,212
Holders Change
+3
Holders Change %
+0.25%
% of All Funds
30.17%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.4%
New
81
Increased
481
Reduced
442
Closed
66
Calls
$267M
Puts
$180M
Net Calls
+$86.4M
Net Calls Change
+$20.3M
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
226
KeyBank National Association
Ohio
$9.11M -$139K -1,751 -2%
BFG
227
Beacon Financial Group
Texas
$9.04M +$129K +1,622 +1%
FAF
228
Fjarde Ap-fonden
Sweden
$9.03M -$909K -11,436 -9%
PR
229
Payden & Rygel
California
$8.96M
M&T Bank
230
M&T Bank
New York
$8.96M +$241K +3,037 +3%
GXMC
231
Global X Management Company
New York
$8.94M +$782K +9,840 +10%
HR
232
Howe & Rusling
New York
$8.91M +$2.12M +26,724 +33%
PTC
233
Philadelphia Trust Company
Pennsylvania
$8.78M -$1.13M -14,175 -12%
MIH
234
Madison Investment Holdings
Wisconsin
$8.77M -$175K -2,205 -2%
QAM
235
QCI Asset Management
New York
$8.7M +$336K +4,222 +4%
FMII
236
Farmers & Merchants Investments Inc
Nebraska
$8.58M -$1.25M -15,718 -13%
WA
237
Wasatch Advisors
Utah
$8.55M -$162K -2,032 -2%
ECM
238
Estabrook Capital Management
New York
$8.48M -$252K -3,166 -3%
CFB
239
Cullen/Frost Bankers
Texas
$8.3M +$13K +163 +0.2%
FAF
240
Första AP-fonden
Sweden
$8.26M -$2.79M -35,137 -26%
QIM
241
Quantitative Investment Management
Virginia
$8.22M +$6.03M +75,800 +309%
Millennium Management
242
Millennium Management
New York
$8.2M -$35.9M -451,354 -82%
LC
243
LNZ Capital
New York
$8.2M -$35.8M -450,000 -82%
BNP Paribas Asset Management
244
BNP Paribas Asset Management
France
$8.2M -$1.21M -15,225 -13%
GCAC
245
Guardian Capital Advisors (Canada)
Ontario, Canada
$8.17M -$38.9K -490 -0.5%
HIM
246
Hermes Investment Management
United Kingdom
$8.14M +$154K +1,938 +2%
GT
247
Glenmede Trust
Pennsylvania
$7.96M +$175K +2,197 +2%
CIBC World Market
248
CIBC World Market
Ontario, Canada
$7.95M +$3.56M +44,792 +86%
MIM
249
Marco Investment Management
Georgia
$7.94M -$61.6K -775 -0.8%
MSA
250
Mason Street Advisors
Wisconsin
$7.93M +$194K +2,437 +3%