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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
PI
251
Putnam Investments
Massachusetts
$8.13M -$1.44M -16,500 -15%
SG Americas Securities
252
SG Americas Securities
New York
$8.13M +$8.44M +96,637 New
HIM
253
Hermes Investment Management
United Kingdom
$8.13M -$227K -2,600 -3%
GWM
254
Geneos Wealth Management
Colorado
$8.08M -$123K -1,409 -1%
WF
255
Welch & Forbes
Massachusetts
$8.08M -$146K -1,668 -2%
AG
256
Advisor Group
Arizona
$8.05M +$425K +4,861 +5%
VFA
257
Voya Financial Advisors
Connecticut
$7.94M +$1.25M +14,339 +18%
MIM
258
Marco Investment Management
Georgia
$7.92M -$189K -2,163 -2%
ANI
259
American National Insurance
Texas
$7.81M
HCM
260
Howard Capital Management
Georgia
$7.76M +$8.06M +92,303 New
ECM
261
Estabrook Capital Management
New York
$7.74M -$610K -6,982 -7%
NB
262
Norinchukin Bank
Japan
$7.69M +$334K +3,823 +4%
GCAC
263
Guardian Capital Advisors (Canada)
Ontario, Canada
$7.67M +$128K +1,467 +1%
MSV
264
MN Services Vermogensbeheer
Netherlands
$7.63M -$577K -6,600 -6%
PTC
265
Philadelphia Trust Company
Pennsylvania
$7.59M -$166K -1,900 -2%
CBOA
266
Commonwealth Bank of Australia
Australia
$7.53M -$61.9K -709 -0.8%
FNBT
267
FineMark National Bank & Trust
Florida
$7.46M -$145K -1,664 -2%
GAM
268
Gotham Asset Management
New York
$7.45M +$7.73M +88,538 New
AB
269
Amalgamated Bank
New York
$7.43M +$686K +7,858 +10%
MOACM
270
Mutual of America Capital Management
New York
$7.41M +$111K +1,265 +1%
FAF
271
Första AP-fonden
Sweden
$7.39M +$175K +2,000 +2%
BF
272
BOK Financial
Oklahoma
$7.19M +$948K +10,857 +15%
American Century Companies
273
American Century Companies
Missouri
$7.18M -$1.98M -22,704 -21%
MA
274
MUFG Americas
New York
$7.17M +$342K +3,919 +5%
SGAM
275
Steinberg Global Asset Management
Florida
$7.16M -$150K -1,713 -2%