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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
DIA
676
Denver Investment Advisors
Colorado
$1.02M
AIA
677
Arbor Investment Advisors
North Carolina
$1.02M -$1.49K -17 -0.1%
HTC
678
Haverford Trust Company
Pennsylvania
$1.02M +$77.9K +892 +8%
First Manhattan
679
First Manhattan
New York
$1.02M -$23.1K -265 -2%
PWW
680
Pettyjohn Wood & White
Virginia
$1.01M -$104K -1,195 -9%
OPCM
681
Osborne Partners Capital Management
California
$1.01M -$48K -550 -4%
CIC
682
Carnegie Investment Counsel
Ohio
$1.01M -$66K -756 -5%
IC
683
InterOcean Capital
Illinois
$1M -$5.24K -60 -0.5%
DIM
684
DC Investments Management
Virginia
$1M +$1.04M +11,905 New
CPIA
685
Cornell Pochily Investment Advisors
New York
$998K +$1.04M +11,866 New
GLA
686
Good Life Advisors
Pennsylvania
$994K -$2.01K -23 -0.2%
Group One Trading
687
Group One Trading
Illinois
$989K +$1.02M +11,705 +20,181%
LWAC
688
Laurel Wealth Advisors (California)
California
$977K -$75.7K -867 -7%
NC
689
NewSquare Capital
Pennsylvania
$966K +$96.3K +1,103 +11%
HI
690
Horizon Investments
North Carolina
$966K +$126K +1,439 +14%
AFA
691
Aurora Financial Advisors
Massachusetts
$962K +$1,000K +11,447 New
CBN
692
Cadence Bank NA
Texas
$960K -$54.4K -623 -5%
LFR
693
Lehman Financial Resources
Pennsylvania
$959K
BCFS
694
Butensky & Cohen Financial Security
Florida
$958K +$119K +1,357 +14%
TSW
695
Thompson Siegel & Walmsley
Virginia
$955K -$824K -9,433 -45%
HI
696
HBK Investments
Texas
$955K +$992K +11,351 New
OC
697
Oakworth Capital
Alabama
$953K -$2.71K -31 -0.3%
MRCM
698
M&R Capital Management
New Jersey
$944K -$87.4K -1,000 -8%
SMC
699
Smith, Moore & Co
Missouri
$943K +$58.3K +667 +6%
CAM
700
Carret Asset Management
New York
$938K +$9.7K +111 +1%