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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
ECM
501
Everence Capital Management
Indiana
$1.97M +$166K +1,900 +9%
THWM
502
Taylor Hoffman Wealth Management
Virginia
$1.96M +$2.04M +23,344 New
FBT
503
First Bank & Trust
South Dakota
$1.93M +$33.1K +379 +2%
EI
504
Elkhorn Investments
Illinois
$1.93M +$710K +8,125 +54%
TYCC
505
Texas Yale Capital Corp
Florida
$1.92M +$1.05K +12 +0.1%
Wealth Enhancement Advisory Services
506
Wealth Enhancement Advisory Services
Minnesota
$1.92M -$329K -3,769 -13%
NRS
507
Neville Rodie & Shaw
New York
$1.91M +$29.1K +333 +1%
SCP
508
Silverleafe Capital Partners
Tennessee
$1.91M +$1.99M +22,733 New
FNB
509
Farmers National Bank
Kentucky
$1.91M +$115K +1,315 +6%
PTC
510
Private Trust Company
Ohio
$1.9M -$67.8K -776 -3%
PC
511
Palo Capital
California
$1.9M +$253K +2,892 +15%
Pacer Advisors
512
Pacer Advisors
Pennsylvania
$1.89M +$407K +4,658 +26%
UBG
513
United Bank (Georgia)
Georgia
$1.87M +$45.9K +526 +2%
PSUF
514
People's United Financial
Connecticut
$1.87M +$142K +1,629 +8%
TCOT
515
Trust Company of Toledo
Ohio
$1.86M -$45.9K -525 -2%
V
516
Veritable
Delaware
$1.86M -$336K -3,852 -15%
JFGIW
517
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.84M +$14.5K +166 +0.8%
TG
518
TCW Group
California
$1.84M +$105K +1,200 +6%
QAM
519
Quantres Asset Management
Cayman Islands
$1.83M +$1.46M +16,700 +327%
Jane Street
520
Jane Street
New York
$1.82M +$1.9M +21,694 New
PGFC
521
Peapack-Gladstone Financial Corp
New Jersey
$1.82M +$128K +1,471 +7%
ASN
522
Advisory Services Network
Georgia
$1.82M +$637K +7,295 +51%
BAS
523
Brown Advisory Securities
Maryland
$1.8M -$14.7K -168 -0.8%
NA
524
NewEdge Advisors
Louisiana
$1.8M -$81.3K -931 -4%
NI
525
Nepsis Inc
Minnesota
$1.78M -$120K -1,373 -6%