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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
BO
476
Bank OZK
Arkansas
$2.23M +$509K +5,829 +28%
VanEck Associates
477
VanEck Associates
New York
$2.22M -$305K -3,497 -12%
SAM
478
Strategy Asset Managers
California
$2.22M -$24.4K -279 -1%
PAM
479
Private Asset Management
California
$2.22M -$116K -1,328 -5%
PJSIMP
480
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.22M -$1.21M -13,867 -34%
Fayez Sarofim & Co
481
Fayez Sarofim & Co
Texas
$2.21M -$39.3K -450 -2%
PS
482
Pensionfund Sabic
Netherlands
$2.19M
FIAS
483
FinTrust Investment Advisory Services
South Carolina
$2.18M -$45.9K -525 -2%
CI
484
Cigna Investments
Connecticut
$2.18M -$76.1K -871 -3%
CFP
485
Cornerstone Financial Partners
North Carolina
$2.18M +$1.49M +17,013 +192%
VFA
486
Valeo Financial Advisors
Indiana
$2.16M +$339K +3,886 +18%
HIMC
487
Heritage Investors Management Corp
Maryland
$2.13M -$255K -2,919 -10%
HVIA
488
Hudson Valley Investment Advisors
New York
$2.13M +$33.5K +384 +2%
OI
489
Oakbrook Investments
Illinois
$2.13M -$231K -2,650 -9%
PPL
490
PATRIZIA Pty Ltd
Australia
$2.11M +$3.64M +41,650 New
SBIA
491
Sheaff Brock Investment Advisors
Indiana
$2.06M -$217K -2,485 -9%
EWM
492
Evercore Wealth Management
New York
$2.05M +$33.5K +384 +2%
CIA
493
Covington Investment Advisors
Pennsylvania
$2.05M +$29.1K +333 +1%
SIG
494
Sky Investment Group
Connecticut
$2.04M +$5.68K +65 +0.3%
RP
495
Rowlandmiller & Partners
Georgia
$2.03M +$2.45K +28 +0.1%
GW
496
GW & Wade
Massachusetts
$2.01M -$6.38K -73 -0.3%
SIC
497
Salem Investment Counselors
North Carolina
$2.01M +$65.7K +752 +3%
SCCM
498
Schafer Cullen Capital Management
New York
$1.99M
PT
499
Plimoth Trust
Massachusetts
$1.99M +$2.06M +23,631 New
LS
500
Livforsakringsbolaget Skandia
Sweden
$1.97M -$306K -3,500 -13%