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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
CA
876
Continuum Advisory
Idaho
$513K +$60.4K +692 +13%
LFA
877
Legacy Financial Advisors
Kentucky
$511K +$531K +6,079 New
KS
878
Karpas Strategies
Connecticut
$510K
CHP
879
Cable Hill Partners
Oregon
$509K -$4.19K -48 -0.8%
BFC
880
Blue Fin Capital
Rhode Island
$506K +$8.73K +100 +2%
PM
881
Parametrica Management
Hong Kong
$506K +$525K +6,013 New
NB
882
NBT Bank
New York
$504K -$2.62K -30 -0.5%
FHA
883
Flagship Harbor Advisors
Massachusetts
$504K +$4.37K +50 +0.8%
ACI
884
Alpha Cubed Investments
California
$502K +$79.6K +911 +18%
ADBIC
885
A.D. Beadell Investment Counsel
Wisconsin
$500K
BTNA
886
Bremer Trust National Association
Minnesota
$497K +$49.6K +568 +11%
FTC
887
Farmers Trust Company
Ohio
$488K +$94.6K +1,083 +23%
NSIM
888
North Star Investment Management
Illinois
$487K +$372K +4,260 +278%
TBA
889
Tower Bridge Advisors
Pennsylvania
$486K +$30.6K +350 +6%
FIB
890
First Interstate Bank
Montana
$480K -$14.7K -168 -3%
BCP
891
Berkeley Capital Partners
Georgia
$479K -$4.28K -49 -0.9%
IB
892
Intrust Bank
Kansas
$478K -$13.7K -157 -3%
AA
893
Ancora Advisors
Ohio
$477K +$87 +1 +0%
HA
894
Halsey Associates
Connecticut
$475K +$119K +1,358 +32%
ADL
895
Asset Dedication LLC
California
$473K +$17.9K +205 +4%
GP
896
Greenline Partners
New York
$469K +$488K +5,581 New
BC
897
Burney Company
Virginia
$464K +$12.7K +145 +3%
CB
898
Community Bank
New York
$462K -$10.6K -121 -2%
FWM
899
Frontier Wealth Management
Missouri
$456K -$96K -1,099 -17%
B
900
Bridgeworth
Alabama
$456K +$173K +1,981 +57%