We are live on ! Find out more
DUK icon

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
WB
326
WesBanco Bank
West Virginia
$4.54M -$24.5K -308 -0.6%
HFS
327
HL Financial Services
Kentucky
$4.46M -$160K -2,010 -4%
B
328
Barings
North Carolina
$4.44M +$1.34M +16,890 +45%
LDB
329
Lee, Danner & Bass
Tennessee
$4.41M -$347K -4,364 -8%
XK
330
Xact Kapitalforvaltning
Sweden
$4.39M +$351K +4,410 +9%
WIC
331
Woodmont Investment Counsel
Tennessee
$4.34M
BBA
332
BLB&B Advisors
Pennsylvania
$4.33M +$56.4K +710 +1%
FI
333
FormulaFolio Investments
Michigan
$4.33M +$143K +1,800 +4%
CA
334
Cullinan Associates
Kentucky
$4.28M +$2.96M +37,220 +248%
CFC
335
Cincinnati Financial Corp
Ohio
$4.26M
MDCM
336
Morgan Dempsey Capital Management
Wisconsin
$4.26M +$622K +7,830 +18%
ICOA
337
Investment Centers of America
North Dakota
$4.26M -$1.29M -16,216 -24%
COPPSERS
338
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.26M +$986K +12,403 +31%
PDN
339
Pensionfund DSM Netherlands
Netherlands
$4.22M
BIA
340
Barry Investment Advisors
Massachusetts
$4.21M +$70.4K +886 +2%
CC
341
Cornerstone Capital
California
$4.14M +$98.2K +1,235 +3%
CAM
342
Close Asset Management
United Kingdom
$4.09M +$1.84M +23,172 +87%
BCM
343
Birmingham Capital Management
Alabama
$4.02M
AC
344
Allstate Corporation
Illinois
$4.01M +$1.61M +20,202 +70%
RIL
345
Rothschild Investment LLC
Illinois
$4M +$12.1K +152 +0.3%
WSFS
346
Wilmington Savings Fund Society
Delaware
$4M +$44.9K +565 +1%
AB
347
Amalgamated Bank
New York
$3.98M +$228K +2,871 +6%
Northwestern Mutual Wealth Management
348
Northwestern Mutual Wealth Management
Wisconsin
$3.94M -$2.33M -29,280 -38%
WFG
349
Windsor Financial Group
Minnesota
$3.94M -$58.5K -736 -2%
CAMG
350
CWA Asset Management Group
Florida
$3.92M +$457K +5,745 +14%