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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
WDA
851
Wendell David Associates
New Hampshire
$413K
SWM
852
Stockman Wealth Management
Montana
$411K +$318 +4 +0.1%
OA
853
Outfitter Advisors
Virginia
$411K +$7.95K +100 +2%
ACM
854
Alethea Capital Management
Washington
$410K +$397K +5,000 New
BSW
855
Buckingham Strategic Wealth
Missouri
$408K +$39.7K +500 +11%
VAM
856
Verity Asset Management
North Carolina
$407K +$395K +4,967 New
CS
857
Credential Securities
$403K -$2.31K -29 -0.6%
MHS
858
M Holdings Securities
Oregon
$402K -$147K -1,847 -27%
IAM
859
Impax Asset Management
New Hampshire
$402K +$23.8K +300 +7%
GT
860
Greenleaf Trust
Michigan
$401K -$32.9K -414 -8%
S
861
SignatureFD
Georgia
$401K -$30.5K -384 -7%
WA1
862
Wimmer Associates 1
California
$396K -$32.4K -408 -8%
RMAM
863
Raab & Moskowitz Asset Management
New Jersey
$396K +$11.8K +148 +3%
FTC
864
Farmers Trust Company
Ohio
$393K -$32.4K -407 -8%
KIC
865
Keating Investment Counselors
Florida
$390K -$336K -4,224 -47%
ADL
866
Asset Dedication LLC
California
$390K -$10.6K -133 -3%
IIC
867
Integrated Investment Consultants
Michigan
$388K
RB
868
Rodgers Brothers
Pennsylvania
$386K +$143K +1,800 +62%
TIA
869
Tiemann Investment Advisors
California
$383K -$59.6K -750 -14%
WKWM
870
Walter & Keenan Wealth Management
Indiana
$383K
CCM
871
Compton Capital Management
Rhode Island
$382K
AB
872
AT Bancorp
Iowa
$381K
WCM
873
Windsor Capital Management
Arizona
$377K -$14.8K -186 -4%
CIS
874
Capital International Sarl
California
$377K
CCA
875
Cobblestone Capital Advisors
New York
$377K +$47.6K +599 +15%