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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
Connor, Clark & Lunn Investment Management (CC&L)
351
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.9M -$3.7M -46,600 -50%
GHAM
352
Gilman Hill Asset Management
Connecticut
$3.87M -$1.21M -15,169 -24%
FNBOO
353
First National Bank of Omaha
Nebraska
$3.87M -$42.5K -535 -1%
ACM
354
Argyle Capital Management
Pennsylvania
$3.8M
FIM
355
Foresters Investment Management
New York
$3.76M +$95.4K +1,200 +3%
BCM
356
Buckhead Capital Management
Georgia
$3.75M
CIA
357
Capital Investment Advisors
Georgia
$3.75M +$59.8K +752 +2%
BL
358
BCWM LLC
Kansas
$3.75M -$10.1K -127 -0.3%
BB
359
Bell Bank
North Dakota
$3.7M +$244K +3,073 +7%
KRS
360
Kentucky Retirement Systems
Kentucky
$3.68M -$408K -5,139 -10%
MML Investors Services
361
MML Investors Services
Massachusetts
$3.67M +$3.32M +41,710 +1,359%
EARNEST Partners
362
EARNEST Partners
Georgia
$3.65M -$1.61M -20,215 -31%
CWM
363
Calamos Wealth Management
Illinois
$3.62M +$629K +7,918 +22%
AIM
364
Anchor Investment Management
South Carolina
$3.6M -$92.7K -1,166 -3%
LIA
365
LS Investment Advisors
Michigan
$3.59M +$48.9K +615 +1%
CFSG
366
Community Financial Services Group
Vermont
$3.57M +$19.7K +248 +0.6%
SWP
367
Stratos Wealth Partners
Ohio
$3.56M -$23.5K -296 -0.7%
AC
368
Alley Company
Illinois
$3.56M +$245K +3,085 +8%
CTC
369
Central Trust Company
Missouri
$3.55M -$27.2K -342 -0.8%
Brown Advisory
370
Brown Advisory
Maryland
$3.53M +$41.9K +527 +1%
LW
371
Linscomb Wealth
Texas
$3.53M +$340K +4,278 +11%
LSERS
372
Louisiana State Employees Retirement System
Louisiana
$3.53M -$23.8K -300 -0.7%
PJSIMP
373
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.51M -$18K -227 -0.5%
TC
374
Travelers Companies
Minnesota
$3.39M
LNB
375
Ledyard National Bank
$3.38M +$21.1K +266 +0.6%