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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
DAM
276
Delta Asset Management
Tennessee
$7.12M +$9.7K +111 +0.1%
IAA
277
Independent Advisor Alliance
North Carolina
$7.06M +$885K +10,131 +13%
DADC
278
D.A. Davidson & Co
Montana
$6.92M +$522K +5,980 +8%
Skandinaviska Enskilda Banken (SEB)
279
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.86M +$741K +8,487 +12%
SAM
280
Securian Asset Management
Minnesota
$6.84M +$14.8K +169 +0.2%
NA
281
Neuburgh Advisers
California
$6.81M +$53.5K +612 +0.8%
B
282
BP
United Kingdom
$6.73M -$437K -5,000 -6%
AIP
283
ARS Investment Partners
New York
$6.56M +$47K +538 +0.7%
BSA
284
Braun Stacey Associates
New York
$6.55M -$771K -8,824 -10%
TRSOTSOK
285
Teachers Retirement System of the State of Kentucky
Kentucky
$6.54M
Millennium Management
286
Millennium Management
New York
$6.49M +$6.74M +77,128 New
RIM
287
Redpoint Investment Management
Australia
$6.46M +$6.7M +76,755 New
NAM
288
Nissay Asset Management
Japan
$6.36M +$6.6M +75,573 New
OPERF
289
Oregon Public Employees Retirement Fund
Oregon
$6.34M +$61.1K +700 +0.9%
Brown Advisory
290
Brown Advisory
Maryland
$6.32M +$283K +3,236 +4%
OIM
291
Opus Investment Management
Massachusetts
$6.24M
PNC
292
Park National Corp
Ohio
$6.18M -$527K -6,029 -8%
EVM
293
Eaton Vance Management
Massachusetts
$6.16M +$54.2K +621 +0.9%
EIA
294
Edgemoor Investment Advisors
Maryland
$6.09M +$114K +1,310 +2%
FPB
295
First PREMIER Bank
South Dakota
$6.08M -$428K -4,894 -6%
CAPTRUST Financial Advisors
296
CAPTRUST Financial Advisors
North Carolina
$6.06M +$2.21M +25,243 +54%
PFPT
297
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.8M +$337K +3,859 +6%
Nisa Investment Advisors
298
Nisa Investment Advisors
Missouri
$5.75M -$559K -6,400 -9%
Wolverine Trading
299
Wolverine Trading
Illinois
$5.74M +$3.3M +37,761 +124%
IA
300
IFP Advisors
Florida
$5.7M -$5.85M -66,990 -50%