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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
BEAM
851
Baker Ellis Asset Management
Washington
$550K +$352K +4,034 +161%
VFP
852
Verus Financial Partners
Virginia
$549K +$102K +1,170 +22%
FC
853
Forte Capital
New York
$546K +$10.5K +120 +2%
TC
854
Trilogy Capital
California
$546K +$567K +6,487 New
BFM
855
Boston Financial Management
Massachusetts
$544K
GCA
856
Gideon Capital Advisors
New York
$543K +$87.4K +1,000 +18%
CIM
857
CIM Investment Management
Pennsylvania
$542K -$9.26K -106 -2%
SIC
858
Shoker Investment Counsel
Ohio
$542K +$113K +1,289 +25%
APP
859
Avantax Planning Partners
Iowa
$536K -$81.3K -931 -13%
MCM
860
MAI Capital Management
Ohio
$536K -$28.5K -326 -5%
WSC
861
Wellington Shields & Co
New York
$534K +$1.05K +12 +0.2%
FBC
862
Fairfield, Bush & Co
Connecticut
$533K
UBV
863
United Bank (Virginia)
Virginia
$533K +$554K +6,339 New
JSL
864
JT Stratford LLC
Georgia
$532K -$34.9K -400 -6%
SFA
865
Sequoia Financial Advisors
Ohio
$532K +$25.2K +288 +5%
WG
866
Welch Group
Alabama
$532K +$152K +1,743 +38%
KC
867
Kingfisher Capital
North Carolina
$531K +$3.32K +38 +0.6%
CBU
868
CIBC Bank USA
Illinois
$530K +$2.01K +23 +0.4%
Luther King Capital Management (LKCM)
869
Luther King Capital Management (LKCM)
Texas
$529K +$15.1K +173 +3%
NCM
870
Novare Capital Management
North Carolina
$527K +$52.8K +604 +11%
EWF
871
Epstein & White Financial
California
$524K +$553K +6,333 New
SWM
872
SVA Wealth Management
Wisconsin
$523K -$155K -1,777 -22%
MSA
873
Marino Stram & Associates
Massachusetts
$523K +$543K +6,214 New
SFSG
874
Stearns Financial Services Group
North Carolina
$518K -$27.6K -316 -5%
Lido Advisors
875
Lido Advisors
California
$518K +$2.01K +23 +0.4%