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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
CIM
776
CIM Investment Management
Pennsylvania
$577K -$56.1K -706 -9%
AIM
777
Aspen Investment Management
Michigan
$575K
RC
778
RegentAtlantic Capital
New Jersey
$574K +$167K +2,107 +43%
BFM
779
Boston Financial Management
Massachusetts
$560K
FWM
780
Frontier Wealth Management
Missouri
$556K +$79 +1 +0%
FIB
781
First Interstate Bank
Montana
$553K +$16K +201 +3%
FWP
782
FAS Wealth Partners
Kansas
$550K -$19.6K -247 -4%
TCM
783
Teza Capital Management
Illinois
$549K +$532K +6,696 New
Cetera Investment Advisers
784
Cetera Investment Advisers
Illinois
$548K -$77.5K -975 -13%
AFG
785
Albion Financial Group
Utah
$546K
WT
786
Washington Trust
Rhode Island
$546K +$17.6K +222 +3%
BC
787
Brinker Capital
Pennsylvania
$543K +$90.1K +1,134 +21%
ACA
788
Anchor Capital Advisors
Massachusetts
$540K -$170K -2,143 -25%
PCMI
789
Princeton Capital Management Inc
New Jersey
$537K
BTNA
790
Bremer Trust National Association
Minnesota
$534K -$14.1K -177 -3%
NGA
791
Naples Global Advisors
Florida
$529K -$9.38K -118 -2%
KC
792
Kingfisher Capital
North Carolina
$527K +$122K +1,539 +32%
WAM
793
Wealthspire Advisors (Maryland)
Maryland
$523K +$203K +2,550 +67%
UBWV
794
United Bank (West Virginia)
West Virginia
$520K -$6.04K -76 -1%
FC
795
Forte Capital
New York
$520K +$39.2K +493 +8%
CI
796
Capital International
California
$517K
SMC
797
Smith, Moore & Co
Missouri
$516K +$6.52K +82 +1%
MCM
798
MAI Capital Management
Ohio
$516K +$20.2K +254 +4%
Luther King Capital Management (LKCM)
799
Luther King Capital Management (LKCM)
Texas
$514K +$40.9K +515 +9%
FBC
800
Fairfield, Bush & Co
Connecticut
$513K +$17.9K +225 +4%