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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
OCM
426
Orleans Capital Management
Louisiana
$2.82M -$45.1K -516 -2%
CG
427
Clinton Group
New York
$2.8M +$2.91M +33,320 New
FAAS
428
First Allied Advisory Services
California
$2.77M -$43.7K -500 -1%
FLI
429
Family Legacy Inc
South Carolina
$2.76M +$1.52M +17,363 +112%
FCBT
430
First Citizens Bank & Trust
North Carolina
$2.71M -$155K -1,775 -5%
BC
431
Brinker Capital
Pennsylvania
$2.71M +$655K +7,493 +30%
BCM
432
Bayesian Capital Management
New York
$2.71M +$1.7M +19,496 +153%
BFA
433
Bragg Financial Advisors
North Carolina
$2.71M +$2.81M +32,163 New
SW
434
SVB Wealth
Massachusetts
$2.7M +$449K +5,136 +19%
BCM
435
Buckhead Capital Management
Georgia
$2.67M +$35.8K +410 +1%
FTI
436
Fiduciary Trust International
Massachusetts
$2.67M +$18.7K +214 +0.7%
GL
437
GLG LLC
New York
$2.65M
MBTD
438
Mechanics Bank - Trust Department
California
$2.65M +$14K +160 +0.5%
HFBOT
439
Home Federal Bank of Tennessee
Tennessee
$2.61M -$28.6K -327 -1%
Squarepoint
440
Squarepoint
New York
$2.6M +$2.07M +23,684 +330%
ISL
441
Ingalls & Snyder LLC
New York
$2.58M -$319K -3,650 -11%
TCMG
442
TSP Capital Management Group
New Jersey
$2.58M
FNT
443
First National Trust
Pennsylvania
$2.56M -$219K -2,507 -8%
Daiwa Securities Group
444
Daiwa Securities Group
Japan
$2.56M +$62.8K +719 +2%
Nordea Investment Management
445
Nordea Investment Management
Sweden
$2.55M -$138K -1,584 -5%
PHIMC
446
Private Harbour Investment Management & Counsel
Ohio
$2.54M -$23.1K -265 -0.9%
BFA
447
Benedict Financial Advisors
Georgia
$2.53M -$21.9K -251 -0.8%
CCM
448
Cohen Capital Management
California
$2.53M
WF
449
WoodTrust Financial
Wisconsin
$2.52M +$2.62M +29,984 New
AMG
450
Advisors Management Group
Wisconsin
$2.51M -$15.7K -180 -0.6%