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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
PSUF
501
People's United Financial
Connecticut
$1.84M -$118K -1,490 -6%
NLI
502
Nippon Life Insurance
Japan
$1.83M -$315K -3,959 -15%
NRS
503
Neville Rodie & Shaw
New York
$1.83M -$43.7K -550 -2%
BAS
504
Brown Advisory Securities
Maryland
$1.81M +$211K +2,656 +14%
TMAM
505
Tokio Marine Asset Management
Japan
$1.8M -$389K -4,888 -18%
TG
506
TCW Group
California
$1.8M -$3.24M -40,800 -65%
CA
507
Cornerstone Advisors
North Carolina
$1.8M
FBT
508
First Bank & Trust
South Dakota
$1.8M +$87.9K +1,106 +5%
GIM
509
Guardian Investment Management
California
$1.78M +$302K +3,800 +21%
TCOT
510
Trust Company of Toledo
Ohio
$1.78M +$32.1K +404 +2%
ECM
511
Everence Capital Management
Indiana
$1.77M
PP
512
Palladium Partners
Virginia
$1.74M -$2.86K -36 -0.2%
LCM
513
Logan Capital Management
Pennsylvania
$1.73M
CB
514
Chemical Bank
Michigan
$1.73M +$8.11K +102 +0.5%
NA
515
Neuburgh Advisers
California
$1.72M +$395K +4,964 +31%
HVIA
516
Hudson Valley Investment Advisors
New York
$1.7M +$83.5K +1,050 +5%
FCCM
517
First City Capital Management
Georgia
$1.68M +$4.29K +54 +0.3%
BO
518
Bank OZK
Arkansas
$1.68M +$35.3K +444 +2%
HPC
519
HM Payson & Co
Maine
$1.67M -$10.3K -129 -0.6%
WI
520
WrapManager Inc
California
$1.66M -$5.09K -64 -0.3%
PGFC
521
Peapack-Gladstone Financial Corp
New Jersey
$1.65M +$45.6K +574 +3%
VWM
522
Valley Wealth Managers
New Jersey
$1.64M +$63.7K +802 +4%
VKH
523
Virtu KCG Holdings
New York
$1.64M -$2.24M -28,155 -58%
SB
524
Simmons Bank
Arkansas
$1.63M +$21.2K +267 +1%
SNT
525
Security National Trust
West Virginia
$1.62M -$56.8K -714 -3%