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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
SLG
451
Stanley-Laman Group
Pennsylvania
$2.46M -$525K -6,607 -18%
AMG
452
Advisors Management Group
Wisconsin
$2.46M +$111K +1,400 +5%
AF
453
Ally Financial
Michigan
$2.46M +$397K +5,000 +20%
RBA
454
Richard Bernstein Advisors
New York
$2.44M
HDIM
455
Hanson & Doremus Investment Management
Vermont
$2.44M +$41.7K +525 +2%
SFP
456
Shepherd Financial Partners
Massachusetts
$2.42M +$18.8K +237 +0.8%
TSWM
457
Triangle Securities Wealth Management
North Carolina
$2.41M -$39.7K -499 -2%
HH
458
Hilltop Holdings
Texas
$2.4M -$54.3K -683 -2%
AWM
459
AE Wealth Management
Kansas
$2.4M +$722K +9,087 +45%
PA
460
Pinnacle Associates
New York
$2.4M -$26.3K -331 -1%
PAM
461
Private Asset Management
California
$2.36M +$8.82K +111 +0.4%
CI
462
Cigna Investments
Connecticut
$2.35M +$245K +3,086 +12%
LA
463
Lynch & Associates
Indiana
$2.34M +$23.9K +301 +1%
Daiwa Securities Group
464
Daiwa Securities Group
Japan
$2.33M +$23.8K +300 +1%
LFAS
465
Level Four Advisory Services
Texas
$2.32M +$76.1K +957 +4%
SW
466
SVB Wealth
Massachusetts
$2.3M -$102K -1,278 -4%
RFM
467
Royal Fund Management
Florida
$2.29M +$1.84M +23,198 +497%
CCM
468
Covington Capital Management
California
$2.28M +$41.3K +520 +2%
Thrivent Financial for Lutherans
469
Thrivent Financial for Lutherans
Minnesota
$2.26M +$140K +1,760 +7%
SBIA
470
Sheaff Brock Investment Advisors
Indiana
$2.25M -$655K -8,237 -23%
IIM
471
Ipswich Investment Management
Massachusetts
$2.25M +$23.8K +300 +1%
SLI
472
Sumitomo Life Insurance
Japan
$2.22M -$134K -1,681 -6%
LS
473
Livforsakringsbolaget Skandia
Sweden
$2.21M -$2M -25,200 -48%
Fayez Sarofim & Co
474
Fayez Sarofim & Co
Texas
$2.21M -$7.95K -100 -0.4%
APFBOT
475
Amica Pension Fund Board of Trustees
Rhode Island
$2.2M