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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
AW
676
ACG Wealth
Georgia
$898K +$266K +3,345 +44%
RCM
677
Riverhead Capital Management
Delaware
$897K +$205K +2,581 +31%
SC
678
Scotia Capital
Ontario, Canada
$896K -$82.7K -1,041 -9%
ASN
679
Advisory Services Network
Georgia
$894K +$867K +10,905 New
WPC
680
Waters Parkerson & Co
Louisiana
$888K -$32.4K -408 -4%
AF
681
Aldebaran Financial
$881K -$21.1K -266 -2%
BW
682
Bison Wealth
Georgia
$880K +$15.3K +192 +2%
MMPW
683
Mitchell McLeod Pugh & Williams
Alabama
$878K +$26.9K +338 +3%
Wolverine Trading
684
Wolverine Trading
Illinois
$867K +$840K +10,562 New
CONA
685
Capital One National Association
New York
$865K -$43.1K -542 -5%
AP
686
AHL Partners
United Kingdom
$862K +$835K +10,509 New
CGT
687
Capital Guardian Trust
California
$849K +$31.8K +400 +4%
AB
688
Atlas Brown
Kentucky
$848K +$68.4K +861 +9%
MWP
689
MYCIO Wealth Partners
Pennsylvania
$848K +$132K +1,665 +19%
IRF
690
IBM Retirement Fund
New York
$843K -$4.54M -57,112 -88%
PPSG
691
Princeton Portfolio Strategies Group
New Jersey
$841K +$159 +2 +0%
CSS
692
Cubist Systematic Strategies
Connecticut
$838K -$751K -9,443 -48%
FCBT
693
First Citizens Bank & Trust
North Carolina
$837K -$142K -1,791 -15%
HT
694
HAP Trading
New York
$837K +$811K +10,200 New
PL
695
Perpetual Ltd
Australia
$834K -$302K -3,800 -27%
Wealth Enhancement Advisory Services
696
Wealth Enhancement Advisory Services
Minnesota
$833K +$808K +10,163 New
PFSC
697
Peoples Financial Services Corp
Pennsylvania
$831K +$202K +2,542 +33%
DSC
698
Duncker Streett & Co
Missouri
$823K +$83.1K +1,045 +12%
Carson Wealth (CWM LLC)
699
Carson Wealth (CWM LLC)
Nebraska
$822K -$5.04M -63,431 -86%
WA
700
WBH Advisory
Maryland
$821K -$6.68K -84 -0.8%