We are live on ! Find out more
DUK icon

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
RCM
901
Radnor Capital Management
Pennsylvania
$356K
ACM
902
Americafirst Capital Management
California
$355K -$1.43M -17,981 -81%
CCC
903
Chelsea Counsel Company
California
$352K
HA
904
Halsey Associates
Connecticut
$352K
RG
905
Rikoon Group
New Mexico
$351K +$159 +2 +0%
PA
906
Parallel Advisors
California
$350K -$23.3K -293 -6%
GSBTD
907
Glenview State Bank Trust Department
Illinois
$350K -$21.1K -265 -6%
GD
908
Grandfield & Dodd
New York
$350K
NSB
909
Norway Savings Bank
Maine
$348K +$26.6K +335 +9%
DWT
910
Dorsey & Whitney Trust
South Dakota
$347K +$103K +1,298 +44%
MCM
911
Marathon Capital Management
Maryland
$345K -$52.5K -661 -14%
LBC
912
Lowe Brockenbrough & Co
Virginia
$341K -$6.76K -85 -2%
BHBT
913
Burke & Herbert Bank & Trust
Virginia
$341K +$13.1K +165 +4%
AIA
914
Allegis Investment Advisors
Idaho
$339K -$87.9K -1,106 -21%
KFC
915
Klingenstein Fields & Co
New York
$338K -$67.1K -844 -17%
CFN
916
Cordasco Financial Network
Florida
$337K -$31.8K -400 -9%
MSFP
917
Mark Sheptoff Financial Planning
Connecticut
$337K +$171K +2,151 +110%
CFA
918
Capstone Financial Advisors
Illinois
$336K
CA
919
CapWealth Advisors
Tennessee
$335K +$60.6K +762 +23%
ARMT
920
Amica Retiree Medical Trust
Rhode Island
$334K
CG
921
CFO4Life Group
Texas
$333K +$323K +4,065 New
WEC
922
Winslow Evans & Crocker
Massachusetts
$333K
OC
923
Oarsman Capital
Wisconsin
$332K +$322K +4,046 New
WI
924
Wintrust Investments
Illinois
$332K +$322K +4,053 New
CWP
925
Capital Wealth Planning
Florida
$330K