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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
CB
651
Chemical Bank
Michigan
$1.16M
VNIM
652
Vaughan Nelson Investment Management
Texas
$1.15M
ARMC
653
American Research & Management Company
Massachusetts
$1.12M +$390K +4,461 +51%
PCA
654
Providence Capital Advisors
North Carolina
$1.12M +$1.16M +13,271 New
BCA
655
Bray Capital Advisors
Florida
$1.11M -$21.3K -244 -2%
MMPW
656
Mitchell McLeod Pugh & Williams
Alabama
$1.11M +$16.7K +191 +1%
Fiera Capital (Canada)
657
Fiera Capital (Canada)
Quebec, Canada
$1.11M +$14.8K +170 +1%
GG
658
Gofen & Glossberg
Illinois
$1.09M +$31.4K +360 +3%
TNBTD
659
Trustmark National Bank Trust Department
Mississippi
$1.09M
WJA
660
Williams Jones & Associates
New York
$1.09M +$9.61K +110 +0.9%
WIA
661
Wealthstreet Investment Advisors
Texas
$1.08M +$1.12M +12,863 New
WT
662
Whittier Trust
California
$1.08M -$14.5K -166 -1%
HB
663
Homrich & Berg
Georgia
$1.08M +$54.5K +624 +5%
FIM
664
Freedom Investment Management
Connecticut
$1.06M +$10.1K +116 +0.9%
EHWM
665
Eads & Heald Wealth Management
Georgia
$1.06M +$108K +1,235 +11%
FTIOP
666
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.06M +$14.8K +170 +1%
NEPWA
667
New England Private Wealth Advisors
Massachusetts
$1.06M +$3.58K +41 +0.3%
BCM
668
BTR Capital Management
California
$1.06M -$4.37K -50 -0.4%
CAM
669
Columbia Asset Management
Michigan
$1.05M +$28.2K +323 +3%
FT
670
Fiduciary Trust
Massachusetts
$1.04M +$14.7K +168 +1%
FFC
671
First Financial Corp
Indiana
$1.03M -$5.24K -60 -0.5%
SSWM
672
Sheets Smith Wealth Management
North Carolina
$1.03M +$8.73K +100 +0.8%
N
673
Natixis
France
$1.03M +$224K +2,568 +27%
KTM
674
Keeler Thomas Management
Utah
$1.03M +$1.07M +12,222 New
CA
675
Cynosure Advisors
Utah
$1.02M +$1.06M +12,185 New