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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
Nisa Investment Advisors
251
Nisa Investment Advisors
Missouri
$7.84M +$2.16M +27,115 +40%
BSA
252
Braun Stacey Associates
New York
$7.8M -$299K -3,758 -4%
DC
253
Davenport & Co
Virginia
$7.78M -$148K -1,862 -2%
ANI
254
American National Insurance
Texas
$7.77M
CNB
255
Camden National Bank
Maine
$7.64M -$200K -2,518 -3%
WF
256
Welch & Forbes
Massachusetts
$7.62M -$61.8K -777 -0.8%
PNC
257
Park National Corp
Ohio
$7.43M -$472K -5,935 -6%
GWM
258
Geneos Wealth Management
Colorado
$7.38M +$1.25M +15,669 +21%
CWM
259
CIBC World Markets
New York
$7.31M -$19.8M -249,172 -74%
FNBT
260
FineMark National Bank & Trust
Florida
$7.15M +$132K +1,655 +2%
SGAM
261
Steinberg Global Asset Management
Florida
$7.14M +$168K +2,114 +2%
CBOA
262
Commonwealth Bank of Australia
Australia
$7.04M +$1.52M +19,139 +29%
MME
263
Meag Munich Ergo
Germany
$6.97M +$6.78M +85,313 New
B
264
BP
United Kingdom
$6.97M
MOACM
265
Mutual of America Capital Management
New York
$6.95M +$264K +3,323 +4%
DAM
266
Delta Asset Management
Tennessee
$6.79M +$26.2K +330 +0.4%
AAM
267
Advisors Asset Management
Colorado
$6.78M -$311K -3,917 -5%
CS
268
Candriam SCA
Luxembourg
$6.69M +$3.71M +46,709 +134%
NB
269
Norinchukin Bank
Japan
$6.67M +$360K +4,531 +6%
TRSOTSOK
270
Teachers Retirement System of the State of Kentucky
Kentucky
$6.5M -$501K -6,300 -7%
OIM
271
Opus Investment Management
Massachusetts
$6.5M -$159K -2,000 -2%
BCM
272
Brookstone Capital Management
Illinois
$6.46M +$461K +5,795 +8%
William Blair & Company
273
William Blair & Company
Illinois
$6.43M +$276K +3,468 +5%
SGCA
274
Steel Grove Capital Advisors
Tennessee
$6.42M +$1.55M +19,469 +33%
FPB
275
First PREMIER Bank
South Dakota
$6.37M -$141K -1,768 -2%