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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
AT
626
Arden Trust
Delaware
$1.26M -$171K -1,955 -12%
KFBMI
627
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.26M
NAM
628
NTV Asset Management
West Virginia
$1.26M
HA
629
Hamel Associates
New Jersey
$1.25M -$21.8K -250 -2%
PAM
630
Pegasus Asset Management
New York
$1.25M +$1.29M +14,802 New
PFS
631
Prospera Financial Services
Texas
$1.24M -$121K -1,389 -9%
SFG
632
Summit Financial Group
West Virginia
$1.24M -$29.4K -337 -2%
NSEDCP
633
NJ State Employees Deferred Compensation Plan
New Jersey
$1.24M
PCM
634
Parsons Capital Management
Rhode Island
$1.24M -$535K -6,119 -29%
MNBTD
635
Moody National Bank Trust Division
Texas
$1.24M -$11.6K -133 -0.9%
FANJ
636
Financial Architects (New Jersey)
New Jersey
$1.23M -$51.6K -591 -4%
ATC
637
Argent Trust Co
Tennessee
$1.23M -$7.51K -86 -0.6%
WCAMG
638
Woodard & Company Asset Management Group
North Carolina
$1.22M +$1.27M +14,549 New
DAM
639
Doheny Asset Management
California
$1.22M
ANRIA
640
American National Registered Investment Advisor
Texas
$1.21M
TTWM
641
TCV Trust & Wealth Management
Virginia
$1.21M +$33.2K +380 +3%
GBT
642
Grove Bank & Trust
Florida
$1.2M -$2.62K -30 -0.2%
MSAM
643
Moloney Securities Asset Management
Missouri
$1.19M -$3.84K -44 -0.3%
RCM
644
Riverhead Capital Management
Delaware
$1.19M +$243K +2,783 +24%
MIH
645
Meitav Investment House
Israel
$1.18M +$1.23M +14,066 New
PL
646
Perpetual Ltd
Australia
$1.18M +$227K +2,600 +23%
MHIC
647
Marble Harbor Investment Counsel
Massachusetts
$1.18M
KC
648
Kepos Capital
New York
$1.17M
EFS
649
Essex Financial Services
Connecticut
$1.17M -$62.6K -717 -5%
IA
650
IFG Advisory
Georgia
$1.17M +$1.21M +13,861 New