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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
AIS
601
American Investment Services
Massachusetts
$1.22M -$27.6K -347 -2%
CIP
602
Convergence Investment Partners
Florida
$1.22M -$61.8K -778 -5%
Barrow, Hanley, Mewhinney & Strauss
603
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.22M +$2.15K +27 +0.2%
SAM
604
Strategy Asset Managers
California
$1.22M +$23.9K +301 +2%
NSEDCP
605
NJ State Employees Deferred Compensation Plan
New Jersey
$1.21M
EI
606
Elkhorn Investments
Illinois
$1.2M +$1.16M +14,624 New
SCM
607
Shelton Capital Management
Colorado
$1.17M
PP
608
Paloma Partners
Connecticut
$1.16M -$736K -9,261 -40%
Mariner
609
Mariner
Kansas
$1.16M -$21.9K -276 -2%
MHIC
610
Marble Harbor Investment Counsel
Massachusetts
$1.16M +$57.1K +718 +5%
PFC
611
Phocas Financial Corp
California
$1.15M -$4.65M -58,531 -81%
MSAM
612
Moloney Securities Asset Management
Missouri
$1.15M +$46.9K +590 +4%
II
613
IFM Investors
Australia
$1.15M +$418K +5,255 +60%
GLRA
614
Gerald L. Ray & Associates
Texas
$1.15M -$4.69K -59 -0.4%
BAM
615
Brave Asset Management
New Jersey
$1.13M +$464K +5,842 +74%
VNIM
616
Vaughan Nelson Investment Management
Texas
$1.12M
TAM
617
Tyers Asset Management
Texas
$1.11M +$255K +3,212 +31%
CIC
618
Carnegie Investment Counsel
Ohio
$1.11M -$38.9K -490 -4%
First Manhattan
619
First Manhattan
New York
$1.11M -$477 -6 -0%
FFC
620
First Financial Corp
Indiana
$1.11M +$17.6K +222 +2%
GBT
621
Grove Bank & Trust
Florida
$1.1M -$180K -2,260 -14%
ATC
622
Argent Trust Co
Tennessee
$1.09M +$43.9K +552 +4%
HW
623
Hancock Whitney
Mississippi
$1.09M +$121K +1,519 +13%
WJA
624
Williams Jones & Associates
New York
$1.08M -$367K -4,617 -26%
AFS
625
Amtrust Financial Services
New York
$1.08M