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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
AWA
476
ARS Wealth Advisors
Florida
$2.19M -$18.4K -232 -0.9%
SDIC
477
South Dakota Investment Council
South Dakota
$2.17M
V
478
Veritable
Delaware
$2.15M +$5.96K +75 +0.3%
FHC
479
First Houston Capital
Texas
$2.15M +$707K +8,900 +52%
PS
480
Pensionfund Sabic
Netherlands
$2.14M -$71.5K -900 -3%
HA
481
Hamel Associates
New Jersey
$2.13M +$159K +2,000 +8%
TSW
482
Thompson Siegel & Walmsley
Virginia
$2.07M -$467K -5,871 -19%
SIC
483
Salem Investment Counselors
North Carolina
$2.05M -$63K -793 -3%
TA
484
Tiedemann Advisors
New York
$2.02M +$1.96M +24,662 New
RP
485
Rowlandmiller & Partners
Georgia
$2.01M -$72.6K -913 -4%
CIA
486
Covington Investment Advisors
Pennsylvania
$2M
SCM
487
Schnieders Capital Management
California
$2M +$5.64K +71 +0.3%
TYCC
488
Texas Yale Capital Corp
Florida
$1.99M -$926K -11,647 -32%
SIG
489
Sky Investment Group
Connecticut
$1.99M +$14K +176 +0.7%
SCA
490
Snowden Capital Advisors
New York
$1.98M +$121K +1,525 +7%
PTC
491
Private Trust Company
Ohio
$1.98M -$21.8K -274 -1%
SS
492
Simplicity Solutions
Minnesota
$1.97M +$388K +4,879 +26%
GW
493
GW & Wade
Massachusetts
$1.96M +$1.27K +16 +0.1%
CIAS
494
Capital Investment Advisory Services
North Carolina
$1.94M +$95.9K +1,207 +5%
ONB
495
Old National Bancorp
Indiana
$1.9M -$118K -1,486 -6%
PP
496
Pegasus Partners
Wisconsin
$1.89M +$8.74K +110 +0.5%
ZIC
497
ZWJ Investment Counsel
Georgia
$1.89M +$1.19M +14,948 +186%
BA
498
Boston Advisors
Massachusetts
$1.87M -$30.7K -386 -2%
UBG
499
United Bank (Georgia)
Georgia
$1.87M +$68.4K +860 +4%
RCAG
500
Rehmann Capital Advisory Group
Michigan
$1.86M +$100K +1,264 +6%