We are live on ! Find out more
DUK icon

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
ACP
701
Ashfield Capital Partners
California
$934K -$51.2K -586 -5%
TCM
702
Teza Capital Management
Illinois
$928K +$964K +11,033 New
AF
703
Aldebaran Financial
$926K
MFG
704
Merit Financial Group
Georgia
$926K +$962K +11,014 New
NIM
705
NuWave Investment Management
New Jersey
$925K +$961K +11,001 New
SFM
706
Signet Financial Management
New Jersey
$923K -$154K -1,763 -14%
SC
707
Savant Capital
Illinois
$923K +$18.4K +211 +2%
SCA
708
Stonebridge Capital Advisors
Minnesota
$922K +$7.51K +86 +0.8%
NB
709
Northwest Bancshares
Pennsylvania
$921K +$956K +10,949 New
BW
710
Bison Wealth
Georgia
$916K -$2.45K -28 -0.3%
VCM
711
Violich Capital Management
California
$908K
CAC
712
Certified Advisory Corp
Florida
$908K +$944K +10,804 New
GT
713
Glenview Trust
Kentucky
$905K -$26.9K -308 -3%
RC
714
RBO & Co
California
$903K -$13.2K -151 -1%
WIS
715
Wright Investors Service
Connecticut
$902K -$16.2K -185 -2%
ACS
716
Archford Capital Strategies
Illinois
$901K -$44.9K -514 -5%
ID
717
Integral Derivatives
New York
$898K +$620K +7,100 +198%
CAM
718
Cypress Asset Management
Texas
$897K +$20.2K +231 +2%
Koshinski Asset Management
719
Koshinski Asset Management
Illinois
$883K -$64.6K -739 -7%
MSS
720
Mitchell Sinkler & Starr
Pennsylvania
$881K
GP
721
GLG Partners
United Kingdom
$879K +$913K +10,447 New
GP
722
Girard Partners
Pennsylvania
$872K +$166K +1,895 +22%
GVT
723
Genesee Valley Trust
New York
$865K +$282K +3,231 +46%
PPSG
724
Princeton Portfolio Strategies Group
New Jersey
$863K +$175 +2 +0%
HAG
725
HighPoint Advisor Group
Illinois
$861K -$960K -10,989 -50%