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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
TIA
926
Tiemann Investment Advisors
California
$401K
DOA
927
D'Orazio & Associates
Virginia
$401K +$5.5K +63 +1%
CB
928
Cadence Bank
Mississippi
$401K +$417K +4,774 New
HCMT
929
Highland Capital Management (Tennessee)
Tennessee
$399K
ST
930
Smithfield Trust
Pennsylvania
$399K +$26.7K +306 +7%
RB
931
Rodgers Brothers
Pennsylvania
$396K
ST
932
Spinnaker Trust
Maine
$395K -$1.92K -22 -0.5%
CS
933
Credential Securities
$395K -$5.59K -64 -1%
CCM
934
Compton Capital Management
Rhode Island
$394K -$6.81K -78 -2%
OA
935
Outfitter Advisors
Virginia
$388K
CBTWT
936
Community Bank & Trust (Waco, Texas)
Texas
$388K +$4.19K +48 +1%
ACG
937
Allen Capital Group
Nebraska
$388K +$403K +4,614 New
FMWA
938
Forvis Mazars Wealth Advisors
Missouri
$387K -$16.6K -190 -4%
EFSCE
939
Enterprise Financial Services Corp (EFSC)
Missouri
$387K -$16.3K -187 -4%
NSB
940
Norway Savings Bank
Maine
$385K +$9.78K +112 +3%
DJSG
941
D.J. St. Germain
Massachusetts
$384K -$97.9K -1,121 -20%
MA
942
MCF Advisors
Kentucky
$383K +$1.66K +19 +0.4%
PA
943
Parallel Advisors
California
$383K +$26.2K +300 +7%
BFC
944
Bedel Financial Consulting
Indiana
$381K +$396K +4,532 New
B
945
Brightworth
Georgia
$379K +$1.66K +19 +0.4%
TAM
946
Tiverton Asset Management
Delaware
$376K +$3.76K +43 +1%
BHBT
947
Burke & Herbert Bank & Trust
Virginia
$374K +$22.1K +253 +6%
B
948
Bailard
California
$373K +$140K +1,600 +57%
AA
949
ALPS Advisors
Colorado
$367K -$45.2M -517,445 -99%
RMAM
950
Raab & Moskowitz Asset Management
New Jersey
$367K -$28.9K -331 -7%