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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
SSWM
351
Smith Salley Wealth Management
North Carolina
$4.23M +$63K +721 +1%
SMDAM
352
Sumitomo Mitsui DS Asset Management
Japan
$4.22M -$323K -3,698 -7%
BIA
353
Barry Investment Advisors
Massachusetts
$4.2M -$84.5K -967 -2%
NI
354
Numeric Investors
Massachusetts
$4.2M +$2.38M +27,300 +121%
SDIC
355
South Dakota Investment Council
South Dakota
$4.17M +$882K +10,100 +26%
BL
356
BCWM LLC
Kansas
$4.09M +$46.1K +528 +1%
LDB
357
Lee, Danner & Bass
Tennessee
$4.07M -$208K -2,380 -5%
WSFS
358
Wilmington Savings Fund Society
Delaware
$4.07M -$27.9K -319 -0.7%
AIM
359
Anchor Investment Management
South Carolina
$4M +$52.3K +599 +1%
CAM
360
Close Asset Management
United Kingdom
$3.98M -$100K -1,150 -2%
BCM
361
Birmingham Capital Management
Alabama
$3.98M -$8.73K -100 -0.2%
MYAM
362
Meiji Yasuda Asset Management
Japan
$3.96M +$78.6K +900 +2%
GHAM
363
Gilman Hill Asset Management
Connecticut
$3.95M -$77.3K -885 -2%
RIL
364
Rothschild Investment LLC
Illinois
$3.94M +$37.1K +425 +0.9%
MC
365
Moors & Cabot
Massachusetts
$3.91M +$268K +3,069 +7%
SWP
366
Stratos Wealth Partners
Ohio
$3.89M -$77.6K -888 -2%
CTC
367
Central Trust Company
Missouri
$3.88M -$246K -2,811 -6%
ACM
368
Argyle Capital Management
Pennsylvania
$3.87M
FIM
369
Foresters Investment Management
New York
$3.86M -$264K -3,021 -6%
AUB
370
Atlantic Union Bankshares
Virginia
$3.86M -$12.5K -143 -0.3%
CWM
371
Calamos Wealth Management
Illinois
$3.85M -$16.6K -190 -0.4%
CIA
372
Capital Investment Advisors
Georgia
$3.83M +$121K +1,381 +3%
CFSG
373
Community Financial Services Group
Vermont
$3.79M +$16K +183 +0.4%
JGUA
374
John G. Ullman & Associates
New York
$3.77M -$41.4K -474 -1%
LW
375
Linscomb Wealth
Texas
$3.76M +$206K +2,355 +6%