We are live on ! Find out more
DUK icon

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
EHWM
701
Eads & Heald Wealth Management
Georgia
$819K +$141K +1,775 +22%
FIM
702
Fruth Investment Management
Texas
$815K -$88.2K -1,110 -10%
GHCM
703
Glen Harbor Capital Management
California
$811K +$186K +2,336 +31%
NC
704
NewSquare Capital
Pennsylvania
$804K +$110K +1,384 +16%
GA
705
Geneva Advisors
Illinois
$801K -$21.2K -267 -3%
SG Americas Securities
706
SG Americas Securities
New York
$794K -$7.41M -93,170 -91%
MA
707
Montag & Associates
Georgia
$779K
FQ
708
First Quadrant
California
$776K
BHIA
709
Birch Hill Investment Advisors
Massachusetts
$774K +$17.6K +222 +2%
1SB
710
1ST Source Bank
Indiana
$773K +$17.8K +224 +2%
RFS
711
Rockefeller Financial Services
New York
$763K
QI
712
Quotient Investors
New York
$759K
CFP
713
Cornerstone Financial Partners
North Carolina
$755K -$393K -4,941 -35%
HT
714
HighTower Trust
Texas
$750K -$75.4K -949 -9%
FG
715
Fiduciary Group
Georgia
$749K -$127K -1,596 -15%
OC
716
Oakworth Capital
Alabama
$747K +$62.2K +782 +9%
KIA
717
KCM Investment Advisors
California
$741K -$23.8K -300 -3%
BCFS
718
Butensky & Cohen Financial Security
Florida
$741K +$58.8K +740 +9%
CICI
719
Capital Investment Counsel Inc
North Carolina
$738K -$2.78K -35 -0.4%
SCA
720
Stonebridge Capital Advisors
Minnesota
$738K +$15.9K +200 +2%
CSIC
721
Clifford Swan Investment Counsel
California
$734K +$62.2K +782 +10%
ARMC
722
American Research & Management Company
Massachusetts
$733K
CP
723
Camelot Portfolios
Ohio
$726K +$703K +8,847 New
HBT
724
Hills Bank & Trust
Iowa
$720K -$19.7K -248 -3%
PP
725
Prudential plc
United Kingdom
$710K -$24.5K -308 -3%

DUK Hedge Fund Activity: Q1 2017 in Review

1,212 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q1 2017, worth a combined $32.1B — up 6.9% from $30B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new DUK positions and 66 closed out — a net gain of 15 holders — while 481 added to existing stakes and 442 trimmed.

The largest buyer was BlackRock, adding an estimated $3.28B. The largest seller was Capital Research Global Investors, cutting an estimated $169M.

  • 1,212 institutional investors held Duke Energy (DUK) as of Q1 2017, up from 1,209 in Q4 2016.
  • Funds reported $32.1B of Duke Energy stock for Q1 2017, up 6.9% quarter-over-quarter.
  • 81 funds opened new Duke Energy positions in Q1 2017 and 66 closed out, a net change of +15 holders.
  • The largest Duke Energy buyer in Q1 2017 was BlackRock, an estimated $3.28B added.
  • The largest Duke Energy seller in Q1 2017 was Capital Research Global Investors, an estimated $169M sold.

Based on aggregated 13F filings for Q1 2017.