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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
HSA
751
HBK Sorce Advisory
Pennsylvania
$776K +$51.8K +593 +7%
DBRC
752
D.B. Root & Company
Pennsylvania
$773K +$803K +9,196 New
SBH
753
Segall Bryant & Hamill
Illinois
$766K -$87.9K -1,006 -10%
EWM
754
Evermay Wealth Management
Virginia
$762K +$791K +9,060 New
AW
755
ACG Wealth
Georgia
$761K +$77.3K +885 +11%
FG
756
Fiduciary Group
Georgia
$756K -$20.1K -230 -2%
Verition Fund Management
757
Verition Fund Management
Connecticut
$754K +$783K +8,959 New
PP
758
Prudential plc
United Kingdom
$742K
1SB
759
1ST Source Bank
Indiana
$741K -$2.1K -24 -0.3%
CSIC
760
Clifford Swan Investment Counsel
California
$740K +$87 +1 +0%
CONA
761
Capital One National Association
New York
$737K -$20.4K -234 -3%
IBOK
762
Independence Bank of Kentucky
Kentucky
$737K +$765K +8,761 New
CT
763
Chicago Trust
Illinois
$736K +$60.4K +692 +9%
PCM
764
Princeton Capital Management
New Jersey
$736K +$765K +8,756 New
TFA
765
Transamerica Financial Advisors
Florida
$733K -$17.9K -205 -2%
VC
766
Vicus Capital
Pennsylvania
$732K -$27.8K -318 -4%
WP
767
WealthPLAN Partners
Nebraska
$731K +$140K +1,598 +23%
OIA
768
Optimum Investment Advisors
Illinois
$730K +$22.2K +254 +3%
CCM
769
Covington Capital Management
California
$726K -$308K -3,530 -29%
WAM
770
Wealthspire Advisors (Maryland)
Maryland
$726K +$78.7K +901 +12%
DTL
771
Dynamic Technology Lab
Singapore
$724K +$752K +8,613 New
AB
772
Atlas Brown
Kentucky
$723K -$74.9K -857 -8%
RIM
773
Rampart Investment Management
Connecticut
$722K -$80K -916 -10%
CAG
774
Csenge Advisory Group
Florida
$722K +$18.3K +209 +2%
SSB
775
Sandy Spring Bank
Maryland
$720K +$10.5K +120 +1%