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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
RBA
826
Richard Bernstein Advisors
New York
$605K
CGA
827
Crescent Grove Advisors
Illinois
$604K
WIC
828
Wilkins Investment Counsel
Massachusetts
$600K -$30.4K -348 -5%
IWM
829
IHT Wealth Management
Illinois
$591K +$252K +2,889 +67%
AIM
830
Aspen Investment Management
Michigan
$589K
BHWM
831
Bar Harbor Wealth Management
New Hampshire
$581K -$12.2K -140 -2%
S
832
SignatureFD
Georgia
$581K +$92K +1,053 +18%
MWAC
833
Mariner Wealth Advisors (Cincinnati)
Ohio
$578K -$41.6K -476 -6%
STA
834
Summit Trail Advisors
New York
$578K +$633K +7,243 New
CS
835
Comerica Securities
Michigan
$568K +$45K +515 +8%
FMW
836
Farr Miller & Washington
District of Columbia
$568K +$163K +1,864 +38%
BSW
837
Buckingham Strategic Wealth
Missouri
$565K +$109K +1,246 +23%
FRA
838
Front Row Advisors
California
$565K +$587K +6,716 New
Cetera Investment Advisers
839
Cetera Investment Advisers
Illinois
$562K -$11.6K -133 -2%
WT
840
Washington Trust
Rhode Island
$562K -$4.8K -55 -0.8%
AFG
841
Albion Financial Group
Utah
$560K
VCM
842
Virtue Capital Management
Tennessee
$557K +$578K +6,619 New
RC
843
RegentAtlantic Capital
New Jersey
$555K -$4.72K -54 -0.8%
HWM
844
Holloway Wealth Management
Florida
$555K
MHS
845
M Holdings Securities
Oregon
$554K -$120K -1,369 -17%
NGA
846
Naples Global Advisors
Florida
$553K +$6.12K +70 +1%
MA
847
MANA Advisors
New York
$553K +$574K +6,573 New
Mariner
848
Mariner
Kansas
$551K +$4.19K +48 +0.7%
SCA
849
Stokes Capital Advisors
South Carolina
$551K +$572K +6,552 New
FWP
850
FAS Wealth Partners
Kansas
$550K +$1.57K +18 +0.3%