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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
AIP
276
ARS Investment Partners
New York
$6.36M -$25.6K -322 -0.4%
JGUA
277
John G. Ullman & Associates
New York
$6.19M -$962K -12,106 -14%
MA
278
MUFG Americas
New York
$6.18M -$241K -3,031 -4%
VFA
279
Voya Financial Advisors
Connecticut
$6.06M +$904K +11,378 +18%
AG
280
Advisor Group
Arizona
$6.04M +$443K +5,568 +8%
WAM
281
World Asset Management
Michigan
$6.02M +$588K +7,400 +11%
Skandinaviska Enskilda Banken (SEB)
282
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.99M +$55.6K +700 +1%
EVM
283
Eaton Vance Management
Massachusetts
$5.96M -$91.7K -1,154 -2%
OPERF
284
Oregon Public Employees Retirement Fund
Oregon
$5.9M
SEI Investments
285
SEI Investments
Pennsylvania
$5.88M +$626K +7,873 +12%
CCM
286
Catawba Capital Management
Virginia
$5.83M +$80.8K +1,017 +1%
NMERB
287
New Mexico Educational Retirement Board
New Mexico
$5.82M -$215K -2,700 -4%
BF
288
BOK Financial
Oklahoma
$5.81M +$8.19K +103 +0.1%
SAM
289
Securian Asset Management
Minnesota
$5.77M -$675K -8,491 -11%
IAA
290
Independent Advisor Alliance
North Carolina
$5.76M +$565K +7,113 +11%
Natixis Advisors
291
Natixis Advisors
Massachusetts
$5.72M +$379K +4,763 +7%
CGI
292
CI Global Investments
California
$5.71M +$5.53M +69,621 New
ACM
293
Azimuth Capital Management
Michigan
$5.69M +$14.5K +182 +0.3%
RJT
294
Raymond James Trust
Florida
$5.66M -$226K -2,845 -4%
FFSOTS
295
Fiduciary Financial Services of The Southwest
Texas
$5.6M -$44.4K -559 -0.8%
BOH
296
Bank of Hawaii
Hawaii
$5.57M -$605K -7,609 -10%
CCP
297
Clough Capital Partners
Massachusetts
$5.56M +$4.21M +53,000 +358%
DILIC
298
Dai-ichi Life Insurance Company
Japan
$5.54M -$1.71M -21,526 -24%
CAN
299
Cetera Advisor Networks
California
$5.47M +$232K +2,917 +5%
DZ Bank
300
DZ Bank
Germany
$5.46M +$533K +6,700 +11%