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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
Swiss National Bank
26
Swiss National Bank
Switzerland
$275M +$2.6M +29,800 +0.9%
UBS AM
27
UBS AM
Illinois
$261M +$3.05M +34,918 +1%
Charles Schwab
28
Charles Schwab
California
$214M +$9.01M +103,095 +4%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$179M +$3.76M +43,026 +2%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$178M +$5.3M +60,693 +3%
PAMU
31
Pictet Asset Management (UK)
United Kingdom
$175M -$3.12M -35,732 -2%
Ameriprise
32
Ameriprise
Minnesota
$168M -$4.13M -47,321 -2%
RJA
33
Raymond James & Associates
Florida
$167M +$2.6M +29,737 +2%
PPA
34
Parametric Portfolio Associates
Washington
$167M +$10.3M +117,747 +6%
TCIM
35
TIAA CREF Investment Management
New York
$156M -$11.5M -132,000 -7%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$148M
CS
37
Credit Suisse
Switzerland
$147M +$22.2M +254,618 +17%
Mitsubishi UFJ Trust & Banking
38
Mitsubishi UFJ Trust & Banking
Japan
$142M +$72.2K +827 +0%
UBS Group
39
UBS Group
Switzerland
$142M -$27M -308,738 -16%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$140M +$128M +1,461,422 +735%
LCOV
41
London Company of Virginia
Virginia
$139M -$11.2M -128,545 -7%
TD Asset Management
42
TD Asset Management
Ontario, Canada
$138M -$4.67M -53,413 -3%
Lord, Abbett & Co
43
Lord, Abbett & Co
New Jersey
$130M +$22.7M +260,111 +20%
Two Sigma Investments
44
Two Sigma Investments
New York
$122M +$72.9M +834,406 +136%
TA
45
Teachers Advisors
New York
$116M +$2.28M +26,156 +2%
Barclays
46
Barclays
United Kingdom
$115M +$15M +171,577 +14%
Canada Life
47
Canada Life
Manitoba, Canada
$109M +$2.01M +23,011 +2%
Canada Pension Plan Investment Board
48
Canada Pension Plan Investment Board
Ontario, Canada
$107M +$37M +423,018 +50%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$106M -$8.25M -94,489 -7%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$106M +$2.34M +26,827 +2%