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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
BCM
626
BTR Capital Management
California
$1.08M -$197K -2,475 -16%
CPIG
627
Chicago Partners Investment Group
Illinois
$1.07M -$496K -6,239 -32%
PWW
628
Pettyjohn Wood & White
Virginia
$1.07M -$57.2K -720 -5%
WT
629
Whittier Trust
California
$1.07M -$1.59K -20 -0.2%
DIP
630
DT Investment Partners
Pennsylvania
$1.07M +$108K +1,357 +12%
BTIS
631
BB&T Investment Services
North Carolina
$1.05M +$202K +2,539 +25%
Victory Capital Management
632
Victory Capital Management
Texas
$1.04M -$6.66M -83,787 -87%
LPL Financial
633
LPL Financial
California
$1.04M -$307K -3,868 -23%
CBN
634
Cadence Bank NA
Texas
$1.04M -$16.1K -202 -2%
OPCM
635
Osborne Partners Capital Management
California
$1.04M -$136K -1,717 -12%
LWAC
636
Laurel Wealth Advisors (California)
California
$1.03M -$50.7K -638 -5%
NEPWA
637
New England Private Wealth Advisors
Massachusetts
$1.03M
BRWA
638
B. Riley Wealth Advisors
Florida
$1.03M -$155K -1,946 -13%
CPO
639
Cerity Partners OCIO
New York
$1.03M +$998K +12,555 New
HB
640
Homrich & Berg
Georgia
$1.03M +$35.6K +448 +4%
MRCM
641
M&R Capital Management
New Jersey
$1.02M -$68K -856 -6%
DIA
642
Denver Investment Advisors
Colorado
$1.01M -$183K -2,304 -16%
HTC
643
Haverford Trust Company
Pennsylvania
$1.01M +$4.37K +55 +0.4%
GG
644
Gofen & Glossberg
Illinois
$1.01M -$27.7K -348 -3%
Dodge & Cox
645
Dodge & Cox
California
$1.01M -$56.6K -712 -5%
SI
646
SII Investments
Wisconsin
$1M -$13.3K -167 -1%
FIM
647
Freedom Investment Management
Connecticut
$1M -$79 -1 -0%
SSWM
648
Sheets Smith Wealth Management
North Carolina
$998K +$7.95K +100 +0.8%
TNBTD
649
Trustmark National Bank Trust Department
Mississippi
$998K +$27.9K +351 +3%
TTWM
650
TCV Trust & Wealth Management
Virginia
$993K +$84K +1,057 +10%