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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
LOAME
751
Lombard Odier Asset Management (Europe)
United Kingdom
$647K -$126K -1,585 -17%
WA
752
WFG Advisors
Texas
$647K -$116K -1,461 -16%
BHWM
753
Bar Harbor Wealth Management
New Hampshire
$644K -$30K -377 -5%
BCM
754
Boltwood Capital Management
California
$639K +$13.9K +175 +2%
SC
755
Schulhoff & Co
Ohio
$634K +$31.8K +400 +5%
GP
756
Girard Partners
Pennsylvania
$631K -$51.9K -653 -8%
SBH
757
Segall Bryant & Hamill
Illinois
$631K +$33.4K +420 +6%
WIP
758
Wellesley Investment Partners
Massachusetts
$630K +$134K +1,685 +28%
BB
759
Busey Bank
Illinois
$627K +$27.7K +348 +5%
ADBIC
760
A.D. Beadell Investment Counsel
Wisconsin
$626K -$815K -10,253 -57%
GC
761
Grimes & Company
Massachusetts
$624K +$795 +10 +0.1%
SRSA
762
S.R. Schill & Associates
Washington
$623K +$31.4K +395 +5%
LNWWM
763
Laird Norton Wetherby Wealth Management
California
$619K +$10.5K +132 +2%
FFEC
764
First Financial Equity Corporation
Arizona
$619K +$597K +7,510 New
WIC
765
Wilkins Investment Counsel
Massachusetts
$614K
SCI
766
Stableford Capital II
Arizona
$611K +$258K +3,249 +77%
WSC
767
Wellington Shields & Co
New York
$601K -$31.2K -393 -5%
CCA
768
Checchi Capital Advisers
California
$598K -$66.5K -836 -10%
Teacher Retirement System of Texas
769
Teacher Retirement System of Texas
Texas
$593K
FAM
770
Formidable Asset Management
Ohio
$591K -$15.4K -194 -3%
CK
771
Cohen Klingenstein
New York
$590K
CT
772
Clearstead Trust
Maine
$588K +$203K +2,554 +55%
FBT
773
First Bankers Trust
Kentucky
$586K +$69.5K +875 +14%
WA
774
Waverly Advisors
Alabama
$586K +$568K +7,149 New
HCM
775
Hodges Capital Management
Texas
$581K -$46K -579 -8%