We are live on ! Find out more
DUK icon

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
CGI
551
CI Global Investments
California
$1.64M -$4.37M -50,000 -72%
FDCDDQ
552
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.64M +$10.6K +121 +0.6%
UAS
553
United Asset Strategies
New York
$1.63M +$1.69M +19,341 New
BWL
554
Bogart Wealth LLC
Virginia
$1.62M -$283K -3,239 -14%
VCA
555
Verdence Capital Advisors
Maryland
$1.62M +$1.68M +19,218 New
CI
556
Conning Inc
Connecticut
$1.61M +$67.3K +770 +4%
SPIA
557
Steward Partners Investment Advisory
New York
$1.6M -$5.42K -62 -0.3%
CBOR
558
Community Bank of Raymore
Missouri
$1.6M
IRF
559
IBM Retirement Fund
New York
$1.6M +$13.1K +150 +0.9%
SCM
560
Southport Capital Management
Tennessee
$1.6M -$12.5K -143 -0.7%
BTIS
561
BB&T Investment Services
North Carolina
$1.59M +$175K +2,006 +12%
SIC
562
Sigma Investment Counselors
Michigan
$1.58M -$25.6K -293 -2%
SLF
563
Sun Life Financial
Ontario, Canada
$1.58M +$756K +8,650 +85%
HPC
564
HM Payson & Co
Maine
$1.56M +$79.1K +906 +5%
KRSITF
565
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.56M +$6.99K +80 +0.4%
BFS
566
Bradley Foster & Sargent
Connecticut
$1.56M -$9.43K -108 -0.6%
Adage Capital Partners
567
Adage Capital Partners
Massachusetts
$1.56M +$1.62M +18,547 New
SP
568
Successful Portfolios
Florida
$1.56M +$1.62M +18,518 New
BWM
569
Buckley Wealth Management
Nevada
$1.54M +$1.6M +18,371 New
FPFS
570
First Personal Financial Services
North Carolina
$1.53M +$79.7K +912 +5%
IMOV
571
Investment Management of Virginia
Virginia
$1.51M -$13.1K -150 -0.8%
BBHC
572
Brown Brothers Harriman & Co
New York
$1.5M +$137K +1,571 +10%
PFS
573
Physicians Financial Services
North Carolina
$1.5M -$23.9K -274 -2%
CC
574
ClearArc Capital
Ohio
$1.5M -$13.9K -159 -0.9%
WSTAM
575
Wilbanks Smith & Thomas Asset Management
Virginia
$1.48M -$63.9K -732 -4%