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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
NAMA
926
Nikko Asset Management Americas
New York
$328K
MC
927
Middleton & Co
Massachusetts
$325K
HKIM
928
Hayek Kallen Investment Management
Alabama
$325K +$1.51K +19 +0.5%
CAG
929
Crestwood Advisors Group
Massachusetts
$324K -$14.3K -180 -4%
GJIC
930
Gamble Jones Investment Counsel
California
$324K -$3.66K -46 -1%
GCMG
931
Gyroscope Capital Management Group
Florida
$324K -$2.54K -32 -0.8%
CCG
932
Cypress Capital Group
Florida
$323K
RMDI
933
R.M. Davis Inc
Maine
$320K +$62.5K +786 +25%
CC
934
Cannell & Co
New York
$318K -$21.5K -270 -7%
CIC
935
Crawford Investment Counsel
Georgia
$318K -$12K -151 -4%
EGA
936
Eagle Global Advisors
Texas
$318K
EA
937
Edge Advisors
Georgia
$317K +$1.51K +19 +0.5%
SFA
938
Sequoia Financial Advisors
Ohio
$317K +$13.8K +174 +5%
AGM
939
Alpine Global Management
New York
$317K +$307K +3,867 New
SFI
940
SPC Financial Inc
Maryland
$316K +$31.8K +400 +12%
BSB
941
Bangor Savings Bank
Maine
$314K -$19.1K -240 -6%
VCM
942
Versant Capital Management
Arizona
$310K +$3.66K +46 +1%
BONST
943
Bank of Nova Scotia Trust
Ontario, Canada
$309K
IFAM
944
Institutional & Family Asset Management
Colorado
$309K
PBO
945
Peoples Bank (Ohio)
Ohio
$309K +$9.86K +124 +3%
EWM
946
Endurance Wealth Management
Rhode Island
$306K -$45.3K -570 -13%
AAC
947
Asset Advisors Corp
Georgia
$305K -$142K -1,782 -32%
DJSG
948
D.J. St. Germain
Massachusetts
$302K -$9.14K -115 -3%
AP
949
Appleton Partners
Massachusetts
$300K -$36.2K -456 -11%
BOTW
950
Bank of the West
California
$300K +$9.38K +118 +3%