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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
TF
401
Tompkins Financial
New York
$3.06M +$137K +1,729 +5%
AIM
402
Achmea Investment Management
Netherlands
$3.06M +$2.97M +37,353 New
DG
403
Davidson & Garrard
Virginia
$3.05M -$36.3K -457 -1%
MCM
404
Murphy Capital Management
New Jersey
$3.05M +$17.2K +216 +0.6%
Mirae Asset Global Investments
405
Mirae Asset Global Investments
South Korea
$3.03M +$40.1K +504 +1%
BAC
406
Boys Arnold & Co
North Carolina
$3.02M +$96.6K +1,215 +3%
JIC
407
Johnson Investment Counsel
Ohio
$3.02M -$47.6K -599 -2%
NCM
408
Novare Capital Management
North Carolina
$3.01M -$494K -6,210 -14%
IWA
409
Intercontinental Wealth Advisors
Texas
$3.01M +$142K +1,783 +5%
OCM
410
Orleans Capital Management
Louisiana
$3M -$33.2K -418 -1%
TFA
411
Transamerica Financial Advisors
Florida
$2.99M +$1.83K +23 +0.1%
BG
412
Bahl & Gaynor
Ohio
$2.99M -$200K -2,518 -6%
HIC
413
Holderness Investments Company
North Carolina
$2.98M +$1.02M +12,845 +55%
AMI
414
Amica Mutual Insurance
Rhode Island
$2.97M
CCM
415
Cadence Capital Management
Massachusetts
$2.96M -$1.92M -24,114 -40%
NEAM
416
New England Asset Management
Connecticut
$2.95M +$339K +4,270 +13%
OI
417
Oakbrook Investments
Illinois
$2.95M -$23.8K -300 -0.8%
Balyasny Asset Management
418
Balyasny Asset Management
Illinois
$2.94M +$2.06M +25,954 +261%
ISL
419
Ingalls & Snyder LLC
New York
$2.91M -$92.2K -1,160 -3%
SA
420
Strategic Advisors
New York
$2.9M +$56K +705 +2%
Nomura Holdings
421
Nomura Holdings
Japan
$2.89M -$633K -7,965 -18%
AIA
422
Armor Investment Advisors
North Carolina
$2.86M +$52.8K +664 +2%
NIPH
423
NN Investment Partners Holdings
Netherlands
$2.81M -$411K -5,170 -13%
FAAS
424
First Allied Advisory Services
California
$2.78M +$34.8K +438 +1%
FNT
425
First National Trust
Pennsylvania
$2.77M -$823K -10,350 -23%