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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
BCP
826
Berkeley Capital Partners
Georgia
$462K +$11K +138 +3%
KWM
827
Kingsview Wealth Management
Oregon
$460K +$446K +5,615 New
CBU
828
CIBC Bank USA
Illinois
$459K -$189K -2,381 -30%
CS
829
Comerica Securities
Michigan
$459K +$76.2K +959 +21%
BKA
830
Brick & Kyle Associates
Pennsylvania
$458K
BC
831
Barnett & Company
Tennessee
$455K -$130K -1,632 -23%
CA
832
Continuum Advisory
Idaho
$454K +$440K +5,535 New
TBA
833
Tower Bridge Advisors
Pennsylvania
$452K
BCM
834
Bluefin Capital Management
New York
$451K +$437K +5,500 New
WTC
835
WhitTier Trust Company
Nevada
$449K +$23.4K +295 +6%
YIA
836
YHB Investment Advisors
Connecticut
$448K +$6.52K +82 +2%
VFP
837
Verus Financial Partners
Virginia
$447K +$134K +1,690 +45%
AIA
838
Arbor Investment Advisors
North Carolina
$446K -$222K -2,791 -34%
IAMOG
839
Investors Asset Management of Georgia
Georgia
$446K
AA
840
Ancora Advisors
Ohio
$445K +$79 +1 +0%
JSL
841
JT Stratford LLC
Georgia
$443K -$43.9K -552 -9%
B
842
BancorpSouth
Mississippi
$442K -$22.5K -283 -5%
KCM
843
Kanawha Capital Management
Virginia
$437K +$56K +705 +15%
MWM
844
Meridian Wealth Management
Kentucky
$431K +$58.2K +732 +16%
MMG
845
Monetary Management Group
Missouri
$424K +$54.4K +684 +15%
Lido Advisors
846
Lido Advisors
California
$417K -$236K -2,972 -37%
HCMT
847
Highland Capital Management (Tennessee)
Tennessee
$416K
Members Trust
848
Members Trust
Florida
$416K +$404K +5,082 New
CFD
849
Creative Financial Designs
Indiana
$415K -$6.28K -79 -2%
ZCA
850
Zeke Capital Advisors
Pennsylvania
$415K +$74.8K +941 +23%