We are live on ! Find out more
DUK icon

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
NMERB
301
New Mexico Educational Retirement Board
New Mexico
$5.66M +$201K +2,300 +4%
FCM
302
Flinton Capital Management
Pennsylvania
$5.61M +$44K +504 +0.8%
FFSOTS
303
Fiduciary Financial Services of The Southwest
Texas
$5.59M -$142K -1,630 -2%
CCC
304
Cincinnati Casualty Company
Ohio
$5.58M
AII
305
AGF Investments Inc
Ontario, Canada
$5.57M +$5.78M +66,192 New
UFG
306
United Fire Group
Iowa
$5.56M
ACM
307
Azimuth Capital Management
Michigan
$5.52M -$242K -2,772 -4%
XK
308
Xact Kapitalforvaltning
Sweden
$5.5M +$707K +8,088 +14%
UCFA
309
United Capital Financial Advisors
Texas
$5.42M +$1.46M +16,752 +35%
RFM
310
Royal Fund Management
Florida
$5.38M -$67.2K -769 -1%
CGH
311
Crossmark Global Holdings
Texas
$5.38M +$131K +1,494 +2%
I
312
IberiaBank
Louisiana
$5.37M -$134K -1,533 -2%
RJT
313
Raymond James Trust
Florida
$5.3M -$364K -4,166 -6%
CAMG
314
CWA Asset Management Group
Florida
$5.3M +$650K +7,440 +13%
COPPSERS
315
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.27M +$497K +5,684 +10%
PA
316
Profund Advisors
Maryland
$5.21M -$618K -7,074 -10%
MCM
317
Maryland Capital Management
Maryland
$5.18M -$96.7K -1,107 -2%
LIM
318
Leavell Investment Management
Alabama
$5.16M -$29.1K -333 -0.5%
CCM
319
Catawba Capital Management
Virginia
$5.12M -$271K -3,100 -5%
SBWIC
320
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.11M +$48K +550 +0.9%
MME
321
Meag Munich Ergo
Germany
$5.11M +$5.28M +60,426 New
AMIM
322
Aull & Monroe Investment Management
Alabama
$5.05M -$166K -1,897 -3%
MDCM
323
Morgan Dempsey Capital Management
Wisconsin
$5.01M +$101K +1,157 +2%
WAM
324
World Asset Management
Michigan
$4.99M -$405K -4,636 -7%
HFS
325
HL Financial Services
Kentucky
$4.94M -$186K -2,134 -4%