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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
SPC
526
Sigma Planning Corp
Michigan
$1.78M +$231K +2,649 +14%
LCM
527
Logan Capital Management
Pennsylvania
$1.77M +$24.5K +281 +1%
CSS
528
Cubist Systematic Strategies
Connecticut
$1.77M +$1.67M +19,150 +992%
ZB
529
Zions Bancorporation
Utah
$1.73M +$44K +504 +3%
DHFB
530
Dixon Hubard Feinour & Brown
Virginia
$1.73M +$217K +2,481 +14%
AWA
531
ARS Wealth Advisors
Florida
$1.72M -$272K -3,111 -13%
HCM
532
Hall Capital Management
Rhode Island
$1.72M -$45.4K -520 -2%
MWP
533
MYCIO Wealth Partners
Pennsylvania
$1.71M -$290K -3,317 -14%
QC
534
Quadrature Capital
United Kingdom
$1.71M +$1.78M +20,345 New
TA
535
Tiedemann Advisors
New York
$1.7M +$518K +5,927 +41%
WI
536
WrapManager Inc
California
$1.7M -$9.43K -108 -0.5%
GIM
537
Guardian Investment Management
California
$1.7M +$26.2K +300 +2%
PP
538
Palladium Partners
Virginia
$1.7M +$75.6K +866 +4%
CL
539
Choreo LLC
Illinois
$1.7M -$603K -6,898 -26%
VWM
540
Valley Wealth Managers
New Jersey
$1.69M +$14.4K +165 +0.8%
BPC
541
Banque Pictet & Cie
Switzerland
$1.68M
ONB
542
Old National Bancorp
Indiana
$1.68M -$40.4K -463 -2%
II
543
IFM Investors
Australia
$1.67M -$10.7K -122 -0.6%
SYBT
544
Stock Yards Bank & Trust
Kentucky
$1.67M +$53.4K +611 +3%
CHC
545
City Holding Co
West Virginia
$1.66M +$10.5K +120 +0.6%
BA
546
Boston Advisors
Massachusetts
$1.65M -$65.6K -751 -4%
FCCM
547
First City Capital Management
Georgia
$1.65M -$64.3K -736 -4%
NHC
548
Nicholas Hoffman & Company
Georgia
$1.65M +$7.25K +83 +0.4%
PAI
549
Pittenger & Anderson Inc
Nebraska
$1.65M +$14.5K +166 +0.9%
VF
550
Virtu Financial
New York
$1.65M +$865K +9,902 +103%