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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
IMOV
551
Investment Management of Virginia
Virginia
$1.48M -$4.05K -51 -0.3%
BUB
552
BBVA USA Bancshares
Texas
$1.47M +$50.4K +634 +4%
RC
553
RBO & Co
California
$1.47M
WSCM
554
Wellington Shields Capital Management
New York
$1.45M
AT
555
Arden Trust
Delaware
$1.45M -$104K -1,305 -7%
AIP
556
Ameritas Investment Partners
Nebraska
$1.43M -$29.9K -376 -2%
FNBTCON
557
First National Bank & Trust Co of Newtown
Pennsylvania
$1.42M +$7.55K +95 +0.6%
FCM
558
Flinton Capital Management
Pennsylvania
$1.42M +$325K +4,088 +31%
CA
559
Cetera Advisors
Colorado
$1.42M +$58.3K +734 +4%
GBBWRPM
560
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.41M -$16.5K -207 -1%
MSV
561
MN Services Vermogensbeheer
Netherlands
$1.41M +$42.9K +540 +3%
CC
562
ClearArc Capital
Ohio
$1.4M +$26.9K +338 +2%
CHC
563
City Holding Co
West Virginia
$1.4M -$715 -9 -0.1%
BWL
564
Bogart Wealth LLC
Virginia
$1.37M +$63.2K +795 +5%
B
565
Bellecapital
Switzerland
$1.37M +$46.5K +585 +4%
AAIM
566
American Assets Investment Management
California
$1.37M
FDCDDQ
567
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.36M +$1.32M +16,589 New
FSA
568
Franklin Street Advisors
North Carolina
$1.36M -$1.27M -15,923 -49%
FNFDCM
569
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.36M +$3.58K +45 +0.3%
BBHC
570
Brown Brothers Harriman & Co
New York
$1.34M +$5.25K +66 +0.4%
Koshinski Asset Management
571
Koshinski Asset Management
Illinois
$1.34M +$474K +5,964 +57%
VIA
572
Virtus Investment Advisers
Connecticut
$1.34M -$260K -3,271 -17%
BHC
573
Bowen Hanes & Co
Florida
$1.34M -$25.9K -326 -2%
BCA
574
Bray Capital Advisors
Florida
$1.33M +$224K +2,819 +21%
FMBTD
575
First Midwest Bank Trust Division
Illinois
$1.32M +$40.1K +504 +3%