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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
HCM
801
Hodges Capital Management
Texas
$663K +$8.56K +98 +1%
DWM
802
Darwin Wealth Management
Florida
$663K +$135K +1,546 +24%
CB
803
CNB Bank
Pennsylvania
$663K +$689K +7,889 New
FHC
804
First Heartland Consultants
Missouri
$660K +$257K +2,943 +60%
PFC
805
Phocas Financial Corp
California
$648K
PAS
806
Park Avenue Securities
New York
$645K +$132K +1,516 +24%
GC
807
Grimes & Company
Massachusetts
$640K -$9.09K -104 -1%
CICI
808
Capital Investment Counsel Inc
North Carolina
$640K
SWM
809
SeaCrest Wealth Management
New York
$640K +$665K +7,609 New
CT
810
Clearstead Trust
Maine
$639K +$11.1K +127 +2%
APA
811
American Portfolios Advisors
New York
$637K +$662K +7,579 New
BI
812
Ballast Inc
Kentucky
$637K +$662K +7,579 New
BCM
813
Boltwood Capital Management
California
$634K -$4.37K -50 -0.7%
KIA
814
KCM Investment Advisors
California
$634K -$1.49K -17 -0.2%
WA
815
Waverly Advisors
Alabama
$633K +$12.3K +141 +2%
TFS
816
TrustCore Financial Services
Tennessee
$630K +$654K +7,492 New
CAM
817
CenterStar Asset Management
Illinois
$619K
GT
818
Greenleaf Trust
Michigan
$618K +$35.5K +406 +6%
BB
819
Busey Bank
Illinois
$615K +$55.7K +638 +10%
NIPH
820
NN Investment Partners Holdings
Netherlands
$614K
SBWM
821
Sunflower Bank Wealth Management
Arizona
$614K +$637K +7,291 New
PAM
822
Premier Asset Management
Illinois
$613K -$30.6K -350 -5%
CCA
823
Checchi Capital Advisers
California
$607K +$11.4K +131 +2%
CK
824
Cohen Klingenstein
New York
$606K
GAMC
825
Garner Asset Management Corp
Texas
$605K