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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
ST
876
Spinnaker Trust
Maine
$376K -$5.33K -67 -1%
CBTWT
877
Community Bank & Trust (Waco, Texas)
Texas
$375K
MI
878
Markston International
New York
$375K
HCM
879
Hall Capital Management
Rhode Island
$375K +$21.1K +265 +6%
CT
880
Coastline Trust
Rhode Island
$374K -$3.66K -46 -1%
FMW
881
Farr Miller & Washington
District of Columbia
$373K -$76.2K -959 -17%
FMWA
882
Forvis Mazars Wealth Advisors
Missouri
$370K -$2.46K -31 -0.7%
IP
883
Isthmus Partners
Wisconsin
$369K
MA
884
MCF Advisors
Kentucky
$369K +$1.59K +20 +0.4%
SIC
885
Shoker Investment Counsel
Ohio
$367K +$1.67K +21 +0.5%
EFSCE
886
Enterprise Financial Services Corp (EFSC)
Missouri
$367K +$11K +139 +3%
Bessemer Group
887
Bessemer Group
New Jersey
$366K -$430K -5,406 -55%
MWM
888
Marietta Wealth Management
Georgia
$366K -$101K -1,271 -22%
CCFCSB
889
Cape Cod Five Cents Savings Bank
Massachusetts
$366K -$1.99K -25 -0.6%
WTB
890
Washington Trust Bank
Washington
$365K -$53.2K -669 -13%
BMC
891
Benin Management Corp
Connecticut
$365K
ST
892
Smithfield Trust
Pennsylvania
$364K -$3.18K -40 -0.9%
ACI
893
Alpha Cubed Investments
California
$364K +$352K +4,434 New
ACP
894
Aviance Capital Partners
Florida
$358K -$26.5K -333 -7%
FWCM
895
Ferguson Wellman Capital Management
Oregon
$358K
OCG
896
Opus Capital Group
Ohio
$358K
FIM
897
Frontier Investment Management
Texas
$358K +$132K +1,657 +46%
JIP
898
Jaffetilchin Investment Partners
Florida
$357K +$37.8K +476 +12%
BTW
899
Boston Trust Walden
Massachusetts
$357K +$346K +4,351 New
DP
900
Dearborn Partners
Illinois
$356K