We are live on ! Find out more
DUK icon

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
APP
801
Avantax Planning Partners
Iowa
$512K +$22.7K +285 +5%
DWM
802
Darwin Wealth Management
Florida
$501K -$1.03K -13 -0.2%
GI
803
Gradient Investments
Minnesota
$500K +$10.6K +133 +2%
MWAC
804
Mariner Wealth Advisors (Cincinnati)
Ohio
$499K +$8.51K +107 +2%
KS
805
Karpas Strategies
Connecticut
$498K
BDF
806
Balasa Dinverno & Foltz
$498K +$16.9K +213 +4%
IB
807
Intrust Bank
Kansas
$496K -$5.88K -74 -1%
NB
808
NBT Bank
New York
$493K -$8.82K -111 -2%
BFC
809
Blue Fin Capital
Rhode Island
$493K
VFM
810
Viking Fund Management
North Dakota
$492K +$477K +6,000 New
ACPU
811
Arrowgrass Capital Partners (US)
Delaware
$490K +$362K +4,558 +321%
CB
812
Community Bank
New York
$488K +$14.2K +179 +3%
BC
813
Burney Company
Virginia
$488K +$14.8K +186 +3%
AR
814
Advisory Research
Illinois
$487K -$21.7K -273 -4%
LCM
815
LVM Capital Management
Michigan
$487K
FHA
816
Flagship Harbor Advisors
Massachusetts
$482K +$158K +1,986 +52%
LNC
817
Lincoln National Corp
Pennsylvania
$481K -$197K -2,475 -30%
DWM
818
Doyle Wealth Management
Florida
$478K +$463K +5,831 New
RWA
819
River Wealth Advisors
Pennsylvania
$472K -$25.7K -323 -5%
BHB
820
Bank Hapoalim BM
Israel
$472K -$5.96K -75 -1%
PAS
821
Park Avenue Securities
New York
$472K +$99.4K +1,251 +28%
LIA
822
LBMC Investment Advisors
Tennessee
$470K +$3.58K +45 +0.8%
CPSAC
823
Chas P. Smith & Associates (CPS)
Florida
$470K +$6.92K +87 +2%
DWM
824
Destination Wealth Management
California
$467K +$49.2K +619 +12%
FP
825
FDO Partners
Massachusetts
$463K -$1.44M -18,055 -76%