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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
HDIM
451
Hanson & Doremus Investment Management
Vermont
$2.47M +$874 +10 +0%
LA
452
Lynch & Associates
Indiana
$2.47M +$161K +1,840 +7%
BFO
453
Biltmore Family Office
North Carolina
$2.47M +$2.56M +29,338 New
MMHP
454
Murphy Middleton Hinkle & Parker
Georgia
$2.46M +$2.55M +29,201 New
MA
455
Marshwinds Advisory
Georgia
$2.43M -$142K -1,621 -5%
RIG
456
Roosevelt Investment Group
New York
$2.43M +$13.1K +150 +0.5%
SCA
457
Snowden Capital Advisors
New York
$2.42M +$136K +1,552 +6%
LMGAM
458
Liberty Mutual Group Asset Management
Massachusetts
$2.4M -$39K -447 -2%
CIBC Private Wealth Group
459
CIBC Private Wealth Group
Georgia
$2.4M +$158K +1,811 +7%
CG
460
Cutler Group
California
$2.39M -$132K -1,508 -5%
SLG
461
Stanley-Laman Group
Pennsylvania
$2.37M -$262 -3 -0%
TSWM
462
Triangle Securities Wealth Management
North Carolina
$2.35M -$13.5K -154 -0.5%
PA
463
Pinnacle Associates
New York
$2.35M -$34.7K -397 -1%
LFAS
464
Level Four Advisory Services
Texas
$2.33M -$437 -5 -0%
AMI
465
Amica Mutual Insurance
Rhode Island
$2.32M -$759K -8,693 -24%
DIP
466
DT Investment Partners
Pennsylvania
$2.29M +$362K +4,140 +18%
IWA
467
Intercontinental Wealth Advisors
Texas
$2.27M -$364K -4,165 -13%
SCM
468
Schnieders Capital Management
California
$2.26M +$117K +1,336 +5%
IIM
469
Ipswich Investment Management
Massachusetts
$2.25M -$18.7K -214 -0.8%
APFBOT
470
Amica Pension Fund Board of Trustees
Rhode Island
$2.25M
HH
471
Hilltop Holdings
Texas
$2.25M +$451K +5,160 +24%
SFP
472
Shepherd Financial Partners
Massachusetts
$2.25M +$349 +4 +0%
AWM
473
AE Wealth Management
Kansas
$2.24M -$961K -10,999 -29%
CIAS
474
Capital Investment Advisory Services
North Carolina
$2.24M +$62.4K +714 +3%
SLI
475
Sumitomo Life Insurance
Japan
$2.23M -$112K -1,285 -5%