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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
LCM
901
LVM Capital Management
Michigan
$453K -$20.9K -239 -4%
AR
902
Advisory Research
Illinois
$453K -$1.4K -16 -0.3%
SI
903
SII Investments
Wisconsin
$452K -$331K -3,794 -41%
ACA
904
Anchor Capital Advisors
Massachusetts
$444K
BTW
905
Boston Trust Walden
Massachusetts
$440K -$40.8K -467 -8%
WDA
906
Wendell David Associates
New Hampshire
$436K
Members Trust
907
Members Trust
Florida
$435K +$17.9K +205 +4%
PI
908
PineBridge Investments
New York
$434K -$31.8K -364 -7%
SWM
909
Stockman Wealth Management
Montana
$431K +$25.6K +293 +6%
BKA
910
Brick & Kyle Associates
Pennsylvania
$428K
WTB
911
Washington Trust Bank
Washington
$427K +$699 +8 +0.2%
IAMOG
912
Investors Asset Management of Georgia
Georgia
$425K -$4.63K -53 -1%
CT
913
Coastline Trust
Rhode Island
$425K
WTC
914
WhitTier Trust Company
Nevada
$424K
AWA
915
AmeriServ Wealth Advisors
Pennsylvania
$422K +$414K +4,737 New
RWA
916
River Wealth Advisors
Pennsylvania
$420K -$1.05K -12 -0.2%
MMG
917
Monetary Management Group
Missouri
$419K
CHA
918
Cedar Hill Associates
Illinois
$419K +$61.8K +708 +16%
CWS
919
Cypress Wealth Services
California
$414K +$430K +4,919 New
SGK
920
Steigerwald Gordon & Koch
Virginia
$412K +$428K +4,895 New
MWM
921
Meridian Wealth Management
Kentucky
$411K -$17.4K -199 -4%
FIM
922
Frontier Investment Management
Texas
$410K -$42.2K -483 -9%
TSS
923
Two Sigma Securities
New York
$409K +$425K +4,862 New
HC
924
Henshaw Capital
Massachusetts
$407K +$151K +1,727 +55%
AI
925
Atria Investments
North Carolina
$407K -$2.6M -29,762 -86%