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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
NHC
526
Nicholas Hoffman & Company
Georgia
$1.62M -$715 -9 -0%
PCM
527
Parsons Capital Management
Rhode Island
$1.62M -$66.2K -833 -4%
SIC
528
Sigma Investment Counselors
Michigan
$1.61M -$31.3K -394 -2%
SYBT
529
Stock Yards Bank & Trust
Kentucky
$1.6M +$27.7K +348 +2%
PAI
530
Pittenger & Anderson Inc
Nebraska
$1.59M
SCM
531
Southport Capital Management
Tennessee
$1.59M +$734K +9,231 +91%
NA
532
NewEdge Advisors
Louisiana
$1.59M +$316K +3,979 +26%
UAS
533
United Asset Strategies
New York
$1.58M +$80.3K +1,010 +6%
WSTAM
534
Wilbanks Smith & Thomas Asset Management
Virginia
$1.58M +$164K +2,058 +12%
PC
535
Palo Capital
California
$1.56M -$23.3K -293 -2%
CBOR
536
Community Bank of Raymore
Missouri
$1.56M
KRSITF
537
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.55M -$269K -3,388 -15%
FTI
538
Fiduciary Trust International
Massachusetts
$1.55M
AWCI
539
Alpine Woods Capital Investors
New York
$1.55M
BFS
540
Bradley Foster & Sargent
Connecticut
$1.54M -$29.7K -374 -2%
PFS
541
Physicians Financial Services
North Carolina
$1.53M -$157K -1,971 -10%
HAG
542
HighPoint Advisor Group
Illinois
$1.53M +$633K +7,958 +81%
EOJOAM
543
E. Ohman J:or Asset Management
Sweden
$1.52M +$191K +2,400 +15%
CI
544
Conning Inc
Connecticut
$1.51M -$60.3K -759 -4%
FDS
545
First Dallas Securities
Texas
$1.51M -$46.7K -588 -3%
FNB
546
Farmers National Bank
Kentucky
$1.5M -$71.1K -895 -5%
CIBC Private Wealth Group
547
CIBC Private Wealth Group
Georgia
$1.5M -$622K -7,826 -30%
FPFS
548
First Personal Financial Services
North Carolina
$1.49M -$42.5K -535 -3%
DHFB
549
Dixon Hubard Feinour & Brown
Virginia
$1.49M +$27.4K +345 +2%
UR
550
USCA RIA
Texas
$1.48M -$2.87M -36,096 -67%