We are live on ! Find out more
DUK icon

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
CC
776
Cadinha & Co
Hawaii
$719K -$262K -3,000 -26%
FFBTD
777
First Financial Bank - Trust Division
Ohio
$719K -$10.7K -123 -1%
DCM
778
Donaldson Capital Management
Indiana
$714K +$25.4K +291 +4%
BRM
779
Boston Research & Management
Massachusetts
$707K
LA
780
LVW Advisors
New York
$707K +$176K +2,019 +32%
BIAS
781
Beacon Investment Advisory Services
New Jersey
$704K -$96.4K -1,104 -12%
LNWWM
782
Laird Norton Wetherby Wealth Management
California
$700K +$12.8K +147 +2%
HI
783
Hudock Inc
Pennsylvania
$699K -$74.6K -854 -9%
CNC
784
Citizens & Northern Corp
Pennsylvania
$699K -$3.15K -36 -0.4%
SWM
785
Segment Wealth Management
Texas
$697K -$29.2K -334 -4%
KWM
786
Kingsview Wealth Management
Oregon
$697K +$6.12K +70 +0.9%
CIA
787
ClearBridge Investments (Australia)
Australia
$695K +$45.9K +525 +7%
1IA
788
1834 Investment Advisors
Wisconsin
$689K +$1.14K +13 +0.2%
CSM
789
CAMG Solamere Management
North Carolina
$684K -$9.87K -113 -1%
CNBT
790
Canandaigua National Bank & Trust
New York
$683K +$5.24K +60 +0.7%
LOAME
791
Lombard Odier Asset Management (Europe)
United Kingdom
$681K +$18.6K +213 +3%
SXL
792
Summit X LLC
Missouri
$679K +$17.5K +200 +3%
WG
793
Winton Group
United Kingdom
$679K +$34.2K +391 +5%
SC
794
Schulhoff & Co
Ohio
$676K +$14.6K +167 +2%
SACTSONJ
795
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$673K
SRSA
796
S.R. Schill & Associates
Washington
$669K +$28.8K +330 +4%
FBT
797
First Bankers Trust
Kentucky
$668K +$6.55K +75 +1%
VIA
798
Vident Investment Advisory
Georgia
$668K +$246K +2,812 +55%
WIC
799
Whitegate Investment Counselors
New Hampshire
$667K
DSC
800
Duncker Streett & Co
Missouri
$666K -$52.5K -601 -7%