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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
FB
376
Fulton Bank
Pennsylvania
$3.38M -$311K -3,910 -9%
Jones Financial Companies
377
Jones Financial Companies
Missouri
$3.37M +$278K +3,497 +9%
DCM
378
Dupont Capital Management
Delaware
$3.37M -$97.1K -1,222 -3%
EFIC
379
Eliot Finkel Investment Counsel
California
$3.31M +$3.2M +40,300 New
ISB
380
Iowa State Bank
Iowa
$3.29M +$24.2K +304 +0.8%
NPC
381
National Planning Corporation
California
$3.29M +$63.7K +801 +2%
UCFA
382
United Capital Financial Advisors
Texas
$3.28M -$47.8K -601 -1%
ERSOT
383
Employees Retirement System of Texas
Texas
$3.28M
CL
384
Choreo LLC
Illinois
$3.27M -$223K -2,801 -7%
WWM
385
Willingdon Wealth Management
North Carolina
$3.26M +$467K +5,875 +17%
AOWM
386
Alpha Omega Wealth Management
Virginia
$3.26M +$32.7K +412 +1%
CCT
387
Chemung Canal Trust
New York
$3.24M +$146K +1,831 +5%
Susquehanna International Group
388
Susquehanna International Group
Pennsylvania
$3.23M +$1.7M +21,351 +119%
ECM
389
ETrade Capital Management
Virginia
$3.19M -$181K -2,276 -6%
EWM
390
Evercore Wealth Management
New York
$3.15M -$470K -5,908 -13%
GL
391
GLG LLC
New York
$3.15M -$6.84K -86 -0.2%
LMGAM
392
Liberty Mutual Group Asset Management
Massachusetts
$3.15M -$965K -12,146 -24%
PP
393
Patten & Patten
Tennessee
$3.13M +$412K +5,179 +16%
BIA
394
Biondo Investment Advisors
Pennsylvania
$3.13M -$113K -1,423 -4%
PFPT
395
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.12M +$737K +9,267 +32%
JG
396
Jefferies Group
New York
$3.12M -$1.93M -24,258 -39%
VAM
397
Visionary Asset Management
Texas
$3.11M +$137K +1,721 +5%
VanEck Associates
398
VanEck Associates
New York
$3.11M -$224K -2,814 -7%
DnB Asset Management
399
DnB Asset Management
Norway
$3.11M
MC
400
Moors & Cabot
Massachusetts
$3.08M -$438K -5,508 -13%