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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
TCM
326
Tufton Capital Management
Maryland
$4.93M -$13.1K -150 -0.3%
RW
327
Rand Wealth
Maryland
$4.9M +$135K +1,550 +3%
WIC
328
Woodmont Investment Counsel
Tennessee
$4.9M -$22.1K -253 -0.4%
ACC
329
Accident Compensation Corp
New Zealand
$4.9M +$210K +2,400 +4%
Los Angeles Capital Management
330
Los Angeles Capital Management
California
$4.86M -$7.86M -89,932 -61%
CAN
331
Cetera Advisor Networks
California
$4.84M -$301K -3,449 -6%
CIA
332
CCM Investment Advisers
South Carolina
$4.74M -$260K -2,977 -5%
SIM
333
Sentry Investment Management
Wisconsin
$4.73M -$1.83K -21 -0%
CFB
334
Cullen/Frost Bankers
Texas
$4.72M -$847K -9,692 -15%
SCM
335
Sterling Capital Management
North Carolina
$4.72M -$4.82M -55,132 -50%
Northwestern Mutual Wealth Management
336
Northwestern Mutual Wealth Management
Wisconsin
$4.68M +$306K +3,500 +7%
Nomura Holdings
337
Nomura Holdings
Japan
$4.64M +$1.31M +15,009 +37%
FNBOO
338
First National Bank of Omaha
Nebraska
$4.51M +$63K +721 +1%
PP
339
Paloma Partners
Connecticut
$4.49M +$1.84M +21,038 +65%
GAM
340
Griffin Asset Management
New York
$4.46M +$4.8K +55 +0.1%
CPIG
341
Chicago Partners Investment Group
Illinois
$4.44M +$30.9K +354 +0.7%
BBA
342
BLB&B Advisors
Pennsylvania
$4.41M -$93.6K -1,071 -2%
TAM
343
Tyers Asset Management
Texas
$4.4M +$34.6K +396 +0.8%
FI
344
FormulaFolio Investments
Michigan
$4.4M +$81.5K +933 +2%
CC
345
Cornerstone Capital
California
$4.39M +$45.9K +525 +1%
CFC
346
Cincinnati Financial Corp
Ohio
$4.37M
TW
347
Transform Wealth
Colorado
$4.36M +$4.53M +51,825 New
CS
348
Candriam SCA
Luxembourg
$4.33M -$2.41M -27,581 -35%
PDN
349
Pensionfund DSM Netherlands
Netherlands
$4.33M
MML Investors Services
350
MML Investors Services
Massachusetts
$4.28M +$609K +6,969 +16%