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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
FSA
576
Franklin Street Advisors
North Carolina
$1.47M -$124K -1,418 -8%
ACM
577
Alethea Capital Management
Washington
$1.47M +$1.09M +12,431 +249%
CPSAC
578
Chas P. Smith & Associates (CPS)
Florida
$1.47M -$32.6K -373 -2%
HPC
579
Hobart Private Capital
North Carolina
$1.46M +$1.52M +17,394 New
FNBTCON
580
First National Bank & Trust Co of Newtown
Pennsylvania
$1.46M
FDS
581
First Dallas Securities
Texas
$1.46M +$7.51K +86 +0.5%
IH
582
IFC Holdings
Florida
$1.46M +$87.9K +1,006 +6%
AWM
583
Altavista Wealth Management
North Carolina
$1.46M +$527K +6,033 +53%
SS
584
Simplicity Solutions
Minnesota
$1.45M +$987K +11,302 +192%
SGI
585
Summit Global Investments
Utah
$1.44M -$599K -6,858 -29%
SWP
586
Strategic Wealth Partners
Ohio
$1.42M +$1.39M +15,863 New
AP
587
Advisor Partners
California
$1.41M +$122K +1,396 +8%
B
588
Bellecapital
Switzerland
$1.41M +$1.49K +17 +0.1%
LNC
589
Lincoln National Corp
Pennsylvania
$1.41M +$831K +9,512 +132%
AAIM
590
American Assets Investment Management
California
$1.4M
SCM
591
Shelton Capital Management
Colorado
$1.4M
BUB
592
BBVA USA Bancshares
Texas
$1.38M -$84.8K -971 -6%
EOJOAM
593
E. Ohman J:or Asset Management
Sweden
$1.38M -$210K -2,400 -13%
HW
594
Hancock Whitney
Mississippi
$1.38M +$33K +378 +2%
ZIC
595
ZWJ Investment Counsel
Georgia
$1.38M +$105K +1,200 +8%
FMBTD
596
First Midwest Bank Trust Division
Illinois
$1.38M +$65.7K +752 +5%
Parallax Volatility Advisers
597
Parallax Volatility Advisers
California
$1.38M +$1.43M +16,360 New
BHC
598
Bowen Hanes & Co
Florida
$1.37M
NIT
599
NumerixS Investment Technologies
British Columbia, Canada
$1.35M +$1.4M +16,000 New
OMCS
600
Old Mutual Customised Solutions
South Africa
$1.34M