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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
IH
576
IFC Holdings
Florida
$1.31M +$87.2K +1,097 +7%
TWM
577
Torch Wealth Management
Ohio
$1.31M +$33.8K +425 +3%
DWA
578
Douglass Winthrop Advisors
New York
$1.31M
OMCS
579
Old Mutual Customised Solutions
South Africa
$1.31M +$439K +5,520 +53%
TCOV
580
Trust Company of Vermont
Vermont
$1.31M -$30.8K -388 -2%
MNBTD
581
Moody National Bank Trust Division
Texas
$1.3M
SPIA
582
Steward Partners Investment Advisory
New York
$1.3M +$477K +5,998 +61%
SAM
583
Silvercrest Asset Management
New York
$1.29M +$38.2K +481 +3%
NAM
584
NTV Asset Management
West Virginia
$1.29M
WA
585
WealthTrust Axiom
Pennsylvania
$1.28M -$7.95K -100 -0.6%
MYLI
586
Meiji Yasuda Life Insurance
Japan
$1.27M -$1.55M -19,500 -56%
NFG
587
Next Financial Group
Texas
$1.27M -$325K -4,086 -21%
FANJ
588
Financial Architects (New Jersey)
New Jersey
$1.26M -$10.7K -135 -0.9%
W
589
Wealthfront
California
$1.26M +$404K +5,083 +49%
PFS
590
Prospera Financial Services
Texas
$1.26M -$1.23M -15,499 -50%
ANRIA
591
American National Registered Investment Advisor
Texas
$1.26M
AT
592
Argent Trust
Texas
$1.26M +$99.6K +1,253 +9%
VC
593
Vicus Capital
Pennsylvania
$1.26M +$224K +2,819 +23%
EFS
594
Essex Financial Services
Connecticut
$1.25M -$38.9K -490 -3%
PI
595
Putnam Investments
Massachusetts
$1.24M -$10.6M -133,748 -90%
AP
596
Advisor Partners
California
$1.23M -$137K -1,719 -10%
KFBMI
597
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.23M
Fiera Capital (Canada)
598
Fiera Capital (Canada)
Quebec, Canada
$1.23M -$299K -3,766 -20%
DAM
599
Doheny Asset Management
California
$1.23M
Pacer Advisors
600
Pacer Advisors
Pennsylvania
$1.23M +$68K +856 +6%