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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
CCC
301
Cincinnati Casualty Company
Ohio
$5.44M
UFG
302
United Fire Group
Iowa
$5.42M
ProShare Advisors
303
ProShare Advisors
Maryland
$5.41M -$271K -3,413 -5%
DADC
304
D.A. Davidson & Co
Montana
$5.4M -$11K -138 -0.2%
PAG
305
Private Advisor Group
New Jersey
$5.31M +$351K +4,411 +7%
EIA
306
Edgemoor Investment Advisors
Maryland
$5.31M +$1.15M +14,456 +29%
ACC
307
Accident Compensation Corp
New Zealand
$5.23M -$119K -1,500 -2%
AssetMark Inc
308
AssetMark Inc
California
$5.09M +$4.14M +52,094 +520%
AMIM
309
Aull & Monroe Investment Management
Alabama
$5.09M -$40.4K -508 -0.8%
CAM
310
Capstone Asset Management
Texas
$5.04M -$29.4K -370 -0.6%
LIM
311
Leavell Investment Management
Alabama
$5.03M +$54.2K +682 +1%
MCM
312
Maryland Capital Management
Maryland
$5.01M -$25K -314 -0.5%
I
313
IberiaBank
Louisiana
$4.98M -$86K -1,082 -2%
SBWIC
314
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.91M
BAM
315
Bruderman Asset Management
New York
$4.88M +$2.8M +35,266 +146%
TCM
316
Tufton Capital Management
Maryland
$4.83M -$21.1K -266 -0.4%
RW
317
Rand Wealth
Maryland
$4.82M +$24.2K +305 +0.5%
LSV Asset Management
318
LSV Asset Management
Illinois
$4.8M -$731K -9,200 -14%
Neuberger Berman Group
319
Neuberger Berman Group
New York
$4.76M +$169K +2,122 +4%
SMDAM
320
Sumitomo Mitsui DS Asset Management
Japan
$4.72M +$471K +5,921 +11%
SCM
321
Sterling Capital Management
North Carolina
$4.62M -$2.63M -33,114 -37%
PA
322
Profund Advisors
Maryland
$4.58M -$713K -8,964 -14%
SIM
323
Sentry Investment Management
Wisconsin
$4.57M +$1.12M +14,041 +34%
MYAM
324
Meiji Yasuda Asset Management
Japan
$4.55M -$488K -6,135 -10%
LAM
325
Lebenthal Asset Management
New York
$4.55M -$23.8K -300 -0.5%