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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
TWM
601
Torch Wealth Management
Ohio
$1.34M +$6.64K +76 +0.5%
PP
602
Pegasus Partners
Wisconsin
$1.34M -$480K -5,493 -26%
AT
603
Argent Trust
Texas
$1.33M +$14.9K +171 +1%
EGM
604
Engineers Gate Manager
New York
$1.33M +$78.2K +895 +6%
WSCM
605
Wellington Shields Capital Management
New York
$1.33M -$58.2K -666 -4%
GBBWRPM
606
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.33M -$3.67K -42 -0.2%
BCM
607
Brookstone Capital Management
Illinois
$1.33M -$4.89M -55,983 -78%
DWA
608
Douglass Winthrop Advisors
New York
$1.32M +$4.37K +50 +0.3%
BRWA
609
B. Riley Wealth Advisors
Florida
$1.32M +$154K +1,763 +13%
FNFDCM
610
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.32M -$71.3K -816 -5%
CA
611
Cetera Advisors
Colorado
$1.32M +$54.9K +628 +4%
SAM
612
Silvercrest Asset Management
New York
$1.31M -$13.7K -157 -1%
AIP
613
Ameritas Investment Partners
Nebraska
$1.3M -$52.6K -602 -4%
WCM
614
Whitener Capital Management
North Carolina
$1.3M +$1.35M +15,421 New
B
615
Barings
North Carolina
$1.29M +$52.4K +600 +4%
RCAG
616
Rehmann Capital Advisory Group
Michigan
$1.29M -$12.8K -147 -0.9%
ZCA
617
Zeke Capital Advisors
Pennsylvania
$1.29M +$461K +5,272 +52%
NFA
618
Nuveen Fund Advisors
Illinois
$1.29M -$981K -11,228 -42%
WA
619
WealthTrust Axiom
Pennsylvania
$1.29M -$11.2K -128 -0.8%
TMAM
620
Tokio Marine Asset Management
Japan
$1.28M -$128K -1,469 -9%
TCOV
621
Trust Company of Vermont
Vermont
$1.28M +$6.99K +80 +0.5%
CPO
622
Cerity Partners OCIO
New York
$1.28M -$24.4K -279 -2%
AIS
623
American Investment Services
Massachusetts
$1.28M
Barrow, Hanley, Mewhinney & Strauss
624
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.27M
SNT
625
Security National Trust
West Virginia
$1.27M -$145K -1,665 -10%