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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
CAM
651
Cypress Asset Management
Texas
$984K -$56.8K -715 -6%
BVDMP
652
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$984K
Jane Street
653
Jane Street
New York
$980K +$638K +8,030 +205%
IC
654
InterOcean Capital
Illinois
$977K -$240K -3,025 -20%
SFM
655
Signet Financial Management
New Jersey
$962K +$678K +8,533 +267%
1IA
656
1834 Investment Advisors
Wisconsin
$961K -$469K -5,906 -34%
AL
657
Aspiriant LLC
California
$961K -$193K -2,425 -17%
JIM
658
Jupiter Investment Management
United Kingdom
$959K -$30.2K -380 -3%
AWM
659
Altavista Wealth Management
North Carolina
$955K +$36.5K +459 +4%
GLA
660
Good Life Advisors
Pennsylvania
$954K +$126K +1,580 +16%
FT
661
Fiduciary Trust
Massachusetts
$953K
ACP
662
Ashfield Capital Partners
California
$950K
CC
663
Cadinha & Co
Hawaii
$950K +$79.5K +1,000 +9%
LFR
664
Lehman Financial Resources
Pennsylvania
$942K +$7.39K +93 +0.8%
MSS
665
Mitchell Sinkler & Starr
Pennsylvania
$941K -$195K -2,450 -18%
Acadian Asset Management
666
Acadian Asset Management
Massachusetts
$938K -$6.06M -76,222 -87%
CAM
667
Carret Asset Management
New York
$931K -$31.8K -400 -3%
ACS
668
Archford Capital Strategies
Illinois
$931K +$2.86K +36 +0.3%
FHA
669
First Horizon Advisors
Tennessee
$928K -$34.5K -434 -4%
SC
670
Savant Capital
Illinois
$922K +$3.1K +39 +0.3%
GT
671
Glenview Trust
Kentucky
$915K -$103K -1,297 -10%
SPC
672
Sigma Planning Corp
Michigan
$913K +$25.7K +323 +3%
VCM
673
Violich Capital Management
California
$912K
CAM
674
Columbia Asset Management
Michigan
$907K +$79 +1 +0%
CIAN
675
Capstone Investment Advisors (Netherlands)
New York
$905K +$878K +11,040 New