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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
FB
401
Fulton Bank
Pennsylvania
$3.28M -$195K -2,234 -5%
RIA
402
Regal Investment Advisors
Michigan
$3.27M -$22K -252 -0.6%
Thrivent Financial for Lutherans
403
Thrivent Financial for Lutherans
Minnesota
$3.25M -$419K -4,799 -11%
MERSOM
404
Municipal Employees' Retirement System of Michigan
Michigan
$3.25M +$1.79M +20,540 +114%
TH
405
Timber Hill
Connecticut
$3.21M +$3.33M +38,108 New
GHCM
406
Glen Harbor Capital Management
California
$3.2M +$25.2K +288 +0.8%
DCM
407
Dupont Capital Management
Delaware
$3.19M -$163K -1,871 -5%
Public Sector Pension Investment Board (PSP Investments)
408
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.16M -$3.06M -35,000 -48%
HIC
409
Holderness Investments Company
North Carolina
$3.14M +$54K +618 +2%
PP
410
Patten & Patten
Tennessee
$3.14M -$70.5K -807 -2%
EARNEST Partners
411
EARNEST Partners
Georgia
$3.13M -$261K -2,984 -7%
AF
412
Alerus Financial
North Dakota
$3.13M +$85.3K +976 +3%
ERSOT
413
Employees Retirement System of Texas
Texas
$3.11M -$175K -2,000 -5%
BB
414
Bell Bank
North Dakota
$3.07M -$629K -7,198 -16%
BG
415
Bahl & Gaynor
Ohio
$3.06M +$786 +9 +0%
SA
416
Strategic Advisors
New York
$3.06M +$125K +1,433 +4%
AIL
417
AGF Investments LLC
Ontario, Canada
$3.04M +$562K +6,437 +22%
BAC
418
Boys Arnold & Co
North Carolina
$3.02M -$3.15K -36 -0.1%
AIA
419
Armor Investment Advisors
North Carolina
$3.02M +$79.1K +905 +3%
NEAM
420
New England Asset Management
Connecticut
$3M +$17.5K +200 +0.6%
MCM
421
Murphy Capital Management
New Jersey
$3M -$59.6K -682 -2%
DnB Asset Management
422
DnB Asset Management
Norway
$2.99M -$253K -2,900 -8%
W
423
Wealthfront
California
$2.93M +$972K +11,127 +47%
JWM
424
Jackson Wealth Management
Florida
$2.88M +$18.3K +210 +0.6%
Mirae Asset Global Investments
425
Mirae Asset Global Investments
South Korea
$2.84M -$9.09K -104 -0.3%