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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
T. Rowe Price Associates
51
T. Rowe Price Associates
Maryland
$105M -$3.36M -38,409 -3%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$104M +$3.98M +45,580 +4%
Dimensional Fund Advisors
53
Dimensional Fund Advisors
Texas
$104M +$233K +2,673 +0.2%
Asset Management One
54
Asset Management One
Japan
$103M +$4.16M +47,675 +4%
Robeco Institutional Asset Management
55
Robeco Institutional Asset Management
Netherlands
$98.6M +$990K +11,331 +1%
New York State Teachers Retirement System (NYSTRS)
56
New York State Teachers Retirement System (NYSTRS)
New York
$98M -$874K -10,000 -0.9%
Capital International Investors
57
Capital International Investors
California
$96.5M -$90.9M -1,040,509 -48%
USAA
58
United Services Automobile Association
Texas
$95.2M -$305K -3,492 -0.3%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$91.4M -$3.45M -39,546 -4%
AllianceBernstein
60
AllianceBernstein
Tennessee
$91.2M -$3.19M -36,512 -3%
Principal Financial Group
61
Principal Financial Group
Iowa
$85M +$2.51M +28,752 +3%
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$83.8M -$3.54M -40,489 -4%
Prudential Financial
63
Prudential Financial
New Jersey
$83.5M -$343K -3,924 -0.4%
APG Asset Management
64
APG Asset Management
Netherlands
$83.3M +$18M +206,300 +21%
State of Wisconsin Investment Board
65
State of Wisconsin Investment Board
Wisconsin
$83.3M +$109K +1,249 +0.1%
Janus Henderson Group
66
Janus Henderson Group
United Kingdom
$79.2M +$1.14M +13,056 +1%
First Trust Advisors
67
First Trust Advisors
Illinois
$77.7M -$33.6M -384,574 -29%
H
68
Hexavest
Quebec, Canada
$77.6M +$1.49M +17,045 +2%
Stifel Financial
69
Stifel Financial
Missouri
$75.4M +$1.13M +12,946 +1%
EIP
70
Energy Income Partners
Connecticut
$75M +$7.79M +89,201 +11%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$70.6M -$20.8M -238,646 -22%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$70M -$13.8M -158,165 -16%
Citigroup
73
Citigroup
New York
$69.6M +$25.7M +294,251 +55%
VFA
74
Virtus Fund Advisers
Connecticut
$64M +$12.4M +141,693 +23%
AQR Capital Management
75
AQR Capital Management
Connecticut
$63.9M -$15.7M -179,227 -19%