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Duke Energy

1,340 hedge funds and large institutions have $33.7B invested in Duke Energy in 2017 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 493 increasing their positions, 462 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 52

50% more funds holding in top 10

Funds holding in top 10: 1218 (+6)

10% more funds holding

Funds holding: 1,2211,340 (+119)

7% more repeat investments, than reductions

Existing positions increased: 493 | Existing positions reduced: 462

0.11% less ownership

Funds ownership: 57.35%57.24% (-0.11%)

0% less capital invested

Capital invested by funds: $33.8B → $33.7B (-$92.1M)

21% less call options, than puts

Call options by funds: $245M | Put options by funds: $310M

Holders
1,340
Holders Change
+119
Holders Change %
+9.75%
% of All Funds
30.39%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.41%
New
182
Increased
493
Reduced
462
Closed
52
Calls
$245M
Puts
$310M
Net Calls
-$65.1M
Net Calls Change
-$33.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
226
Westpac Banking Corp
Australia
$9.93M +$37.5K +429 +0.4%
GXMC
227
Global X Management Company
New York
$9.87M +$74.4K +852 +0.7%
BAM
228
Bruderman Asset Management
New York
$9.86M +$920K +10,528 +10%
DILIC
229
Dai-ichi Life Insurance Company
Japan
$9.8M +$154K +1,761 +2%
RFC
230
Regions Financial Corp
Alabama
$9.56M -$517K -5,914 -5%
GT
231
Glenmede Trust
Pennsylvania
$9.55M +$6.81K +78 +0.1%
HR
232
Howe & Rusling
New York
$9.45M -$204K -2,339 -2%
SC
233
SouthState Corp
Florida
$9.4M +$296K +3,392 +3%
EIM
234
ExxonMobil Investment Management
Texas
$9.36M -$1.44M -16,524 -13%
Mitsubishi UFJ Asset Management
235
Mitsubishi UFJ Asset Management
Japan
$9.3M +$109K +1,250 +1%
CIBC World Market
236
CIBC World Market
Ontario, Canada
$9.27M +$3.34M +38,253 +53%
ProShare Advisors
237
ProShare Advisors
Maryland
$9.2M +$2.99M +34,271 +46%
BFG
238
Beacon Financial Group
Texas
$9.16M -$352K -4,033 -4%
MLICM
239
Metropolitan Life Insurance Company (MetLife)
New York
$9.12M -$19.6M -223,918 -67%
FMII
240
Farmers & Merchants Investments Inc
Nebraska
$9.01M -$1.66K -19 -0%
CFG
241
Citizens Financial Group
Rhode Island
$9M -$51.5K -589 -0.5%
DC
242
Davenport & Co
Virginia
$8.94M +$138K +1,578 +2%
ZIG
243
Zurich Insurance Group
Switzerland
$8.89M +$1.14M +12,998 +14%
SRAM
244
Stone Ridge Asset Management
New York
$8.66M +$9M +103,001 New
FA
245
FDx Advisors
Illinois
$8.44M -$1.89M -21,642 -18%
SGCA
246
Steel Grove Capital Advisors
Tennessee
$8.36M +$2.33M +26,694 +37%
William Blair & Company
247
William Blair & Company
Illinois
$8.34M +$423K +4,848 +5%
MIH
248
Madison Investment Holdings
Wisconsin
$8.32M -$649K -7,425 -7%
MSA
249
Mason Street Advisors
Wisconsin
$8.2M +$28.9K +331 +0.3%
KeyBank National Association
250
KeyBank National Association
Ohio
$8.16M -$618K -7,072 -7%