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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
HBT
726
Hills Bank & Trust
Iowa
$859K +$35.9K +411 +4%
SC
727
Scotia Capital
Ontario, Canada
$856K -$53K -607 -6%
PFSC
728
Peoples Financial Services Corp
Pennsylvania
$856K
LIA
729
LBMC Investment Advisors
Tennessee
$841K +$292K +3,348 +50%
Dodge & Cox
730
Dodge & Cox
California
$840K -$121K -1,383 -12%
RM
731
Resource Management
Louisiana
$839K +$950K +10,881 New
WPC
732
Waters Parkerson & Co
Louisiana
$832K -$34.9K -400 -4%
DS
733
DRW Securities
Illinois
$826K +$857K +9,816 New
Fisher Asset Management
734
Fisher Asset Management
Washington
$825K +$507K +5,807 +145%
Cerity Partners
735
Cerity Partners
New York
$823K +$17.7K +203 +2%
WA
736
WBH Advisory
Maryland
$821K -$13.5K -154 -2%
NFG
737
Next Financial Group
Texas
$820K -$43.2K -495 -5%
FHA
738
First Horizon Advisors
Tennessee
$819K -$12.2K -140 -1%
DWM
739
Doyle Wealth Management
Florida
$812K +$96.5K +1,105 +13%
BDF
740
Balasa Dinverno & Foltz
$802K +$133K +1,525 +19%
VCAM
741
Van Cleef Asset Management
Ohio
$799K +$582K +6,666 +235%
FIM
742
Fruth Investment Management
Texas
$798K -$24.7K -283 -3%
BHIA
743
Birch Hill Investment Advisors
Massachusetts
$789K -$5.24K -60 -0.6%
WS
744
Wedbush Securities
California
$787K -$31.8K -364 -4%
IA
745
IndexIQ Advisors
New York
$787K +$818K +9,361 New
SCI
746
Stableford Capital II
Arizona
$786K +$81.8K +937 +11%
MA
747
Montag & Associates
Georgia
$783K -$40.3K -461 -5%
NL
748
NVWM LLC
Pennsylvania
$783K +$814K +9,314 New
RFS
749
Rockefeller Financial Services
New York
$782K
CP
750
Camelot Portfolios
Ohio
$782K +$2.97K +34 +0.4%