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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
New York State Teachers Retirement System (NYSTRS)
51
New York State Teachers Retirement System (NYSTRS)
New York
$101M -$4.54M -57,071 -4%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$100M +$3.34M +42,013 +4%
Dimensional Fund Advisors
53
Dimensional Fund Advisors
Texas
$98.7M +$3.55M +44,628 +4%
Canada Life
54
Canada Life
Manitoba, Canada
$94.5M +$6.59M +82,874 +8%
AllianceBernstein
55
AllianceBernstein
Tennessee
$93.7M -$74.6K -938 -0.1%
Robeco Institutional Asset Management
56
Robeco Institutional Asset Management
Netherlands
$93.2M +$5.33M +67,031 +6%
Asset Management One
57
Asset Management One
Japan
$89.8M -$7.59M -95,477 -8%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$89.8M +$6.14M +77,201 +8%
Prudential Financial
59
Prudential Financial
New Jersey
$86.8M -$122M -1,528,775 -59%
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$84.1M -$740K -9,312 -0.9%
PI
61
PGGM Investments
Netherlands
$84.1M -$4.77M -59,996 -6%
USAA
62
United Services Automobile Association
Texas
$81.9M -$5.15M -64,838 -6%
Principal Financial Group
63
Principal Financial Group
Iowa
$81.4M +$2.92M +36,759 +4%
APG Asset Management
64
APG Asset Management
Netherlands
$78.2M -$40.2M -505,952 -35%
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$75.3M +$42M +528,637 +136%
SAC
66
Smith Affiliated Capital
New York
$71.3M
Citadel Advisors
67
Citadel Advisors
Florida
$69.5M +$57.6M +724,260 +587%
Caisse de Depot et Placement du Quebec (CDPQ)
68
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$68.9M -$2.06M -25,865 -3%
Stifel Financial
69
Stifel Financial
Missouri
$68.5M +$2.85M +35,864 +4%
WRF
70
Waddell & Reed Financial
Kansas
$68.4M +$5.86M +73,700 +10%
EIP
71
Energy Income Partners
Connecticut
$67.7M +$5.01M +63,058 +8%
MIS
72
Morningstar Investment Services
Illinois
$66.4M +$719K +9,044 +1%
Russell Investments Group
73
Russell Investments Group
United Kingdom
$64.2M +$14.1M +177,991 +29%
H
74
Hexavest
Quebec, Canada
$64M +$2.62M +32,947 +4%
State of Wisconsin Investment Board
75
State of Wisconsin Investment Board
Wisconsin
$63.8M +$6.59M +82,949 +12%