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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
BFA
426
Bragg Financial Advisors
North Carolina
$2.77M -$8.43K -106 -0.3%
FLI
427
Family Legacy Inc
South Carolina
$2.76M +$2.68M +33,671 New
HIM
428
Hanlon Investment Management
New Jersey
$2.76M -$268K -3,373 -9%
SGI
429
Summit Global Investments
Utah
$2.69M +$496K +6,237 +24%
Two Sigma Investments
430
Two Sigma Investments
New York
$2.68M -$22.6M -283,894 -90%
JFGIW
431
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.67M +$170K +2,138 +7%
PHIMC
432
Private Harbour Investment Management & Counsel
Ohio
$2.67M -$54K -680 -2%
MERSOM
433
Municipal Employees' Retirement System of Michigan
Michigan
$2.67M +$16.7K +210 +0.7%
SSWM
434
Smith Salley Wealth Management
North Carolina
$2.65M -$87.7K -1,103 -3%
AI
435
Atria Investments
North Carolina
$2.64M +$623K +7,833 +32%
HIMC
436
Heritage Investors Management Corp
Maryland
$2.61M -$3.97K -50 -0.2%
HFBOT
437
Home Federal Bank of Tennessee
Tennessee
$2.6M -$39.7K -500 -2%
MA
438
Marshwinds Advisory
Georgia
$2.58M -$12.3K -155 -0.5%
Nordea Investment Management
439
Nordea Investment Management
Sweden
$2.58M +$314K +3,954 +14%
SCCM
440
Schafer Cullen Capital Management
New York
$2.57M -$21.5K -270 -0.9%
RIA
441
Regal Investment Advisors
Michigan
$2.54M +$258K +3,245 +12%
Capstone Investment Advisors
442
Capstone Investment Advisors
New York
$2.54M +$1.93M +24,258 +360%
AF
443
Alerus Financial
North Dakota
$2.54M +$6.28K +79 +0.3%
MBTD
444
Mechanics Bank - Trust Department
California
$2.53M -$71.1K -894 -3%
BFA
445
Benedict Financial Advisors
Georgia
$2.53M -$2.31K -29 -0.1%
TCMG
446
TSP Capital Management Group
New Jersey
$2.52M
RIG
447
Roosevelt Investment Group
New York
$2.52M +$2.44M +30,722 New
NFA
448
Nuveen Fund Advisors
Illinois
$2.51M +$638K +8,031 +36%
AIL
449
AGF Investments LLC
Ontario, Canada
$2.5M +$99K +1,245 +4%
CCM
450
Cohen Capital Management
California
$2.46M