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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
Cerity Partners
726
Cerity Partners
New York
$708K +$686K +8,632 New
FFBTD
727
First Financial Bank - Trust Division
Ohio
$698K -$63.6K -800 -9%
SWM
728
Segment Wealth Management
Texas
$697K +$636 +8 +0.1%
DCM
729
Donaldson Capital Management
Indiana
$690K +$265K +3,340 +66%
BRM
730
Boston Research & Management
Massachusetts
$689K
WS
731
Wedbush Securities
California
$689K +$36.6K +460 +6%
CNBT
732
Canandaigua National Bank & Trust
New York
$689K +$49.9K +628 +8%
HI
733
Hudock Inc
Pennsylvania
$684K +$21.9K +276 +3%
CNC
734
Citizens & Northern Corp
Pennsylvania
$682K +$27.9K +351 +4%
RCAMU
735
Rothschild & Co Asset Management US
Connecticut
$680K -$93.1K -1,171 -12%
B
736
Bridgeworth
Alabama
$680K -$43.8K -551 -6%
SSB
737
Sandy Spring Bank
Maryland
$676K +$2.07K +26 +0.3%
LP
738
LMR Partners
United Kingdom
$674K +$653K +8,221 New
WIS
739
Wright Investors Service
Connecticut
$673K +$36.6K +460 +6%
OIA
740
Optimum Investment Advisors
Illinois
$672K +$26.2K +329 +4%
WIC
741
Whitegate Investment Counselors
New Hampshire
$671K +$15.8K +199 +2%
BT
742
Beacon Trust
New Jersey
$665K -$4.37K -55 -0.7%
CSM
743
CAMG Solamere Management
North Carolina
$665K +$1.11K +14 +0.2%
IWMPD
744
Integrated Wealth Management (Palm Desert)
California
$665K +$19.7K +248 +3%
RBC
745
Ronald Blue & Co
Georgia
$663K +$127K +1,597 +25%
SWM
746
SVA Wealth Management
Wisconsin
$662K +$159 +2 +0%
SACTSONJ
747
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$656K
FTIOP
748
Fiduciary Trust International of Pennsylvania
Pennsylvania
$654K -$27.3K -344 -4%
PAM
749
Premier Asset Management
Illinois
$653K -$38.5K -485 -6%
SFSG
750
Stearns Financial Services Group
North Carolina
$652K -$36.2K -456 -5%