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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
AOWM
376
Alpha Omega Wealth Management
Virginia
$3.75M +$219K +2,504 +6%
AC
377
Alley Company
Illinois
$3.73M -$23.1K -265 -0.6%
LIA
378
LS Investment Advisors
Michigan
$3.71M +$37.5K +429 +1%
SB
379
Simmons Bank
Arkansas
$3.65M +$1.56M +17,853 +70%
CA
380
Cullinan Associates
Kentucky
$3.64M -$78.6K -900 -2%
KRS
381
Kentucky Retirement Systems
Kentucky
$3.63M +$16.2K +186 +0.4%
Jones Financial Companies
382
Jones Financial Companies
Missouri
$3.61M +$86.2K +987 +2%
CNB
383
Camden National Bank
Maine
$3.59M -$4.65M -53,192 -55%
CCT
384
Chemung Canal Trust
New York
$3.58M -$263K -3,010 -7%
LSERS
385
Louisiana State Employees Retirement System
Louisiana
$3.57M -$114K -1,300 -3%
JIC
386
Johnson Investment Counsel
Ohio
$3.55M +$72.9K +834 +2%
EB
387
Eastern Bank
Massachusetts
$3.54M -$87.6K -1,003 -2%
ECM
388
ETrade Capital Management
Virginia
$3.53M +$62.9K +720 +2%
EFIC
389
Eliot Finkel Investment Counsel
California
$3.46M +$91.7K +1,050 +3%
WB
390
WesBanco Bank
West Virginia
$3.46M -$1.21M -13,889 -25%
VFM
391
Viking Fund Management
North Dakota
$3.45M +$349K +4,000 +11%
TF
392
Tompkins Financial
New York
$3.42M +$158K +1,811 +5%
WWM
393
Willingdon Wealth Management
North Carolina
$3.41M -$19K -217 -0.5%
ISB
394
Iowa State Bank
Iowa
$3.39M +$42.8K +490 +1%
LNB
395
Ledyard National Bank
$3.38M -$44.2K -506 -1%
PAG
396
Private Advisor Group
New Jersey
$3.35M -$1.81M -20,687 -33%
CCM
397
Cadence Capital Management
Massachusetts
$3.35M -$465K -5,321 -12%
BIA
398
Biondo Investment Advisors
Pennsylvania
$3.34M +$61.6K +705 +2%
BOH
399
Bank of Hawaii
Hawaii
$3.33M -$318K -3,637 -8%
CIC
400
Cornercap Investment Counsel
Georgia
$3.32M +$3.45M +39,465 New