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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
WG
951
Winton Group
United Kingdom
$300K +$41.7K +525 +17%
PWLP
952
Prio Wealth Limited Partnership
Massachusetts
$299K -$58.9K -741 -17%
FHC
953
First Heartland Consultants
Missouri
$298K -$41.7K -525 -10%
KSA
954
Ken Stern & Associates
California
$297K -$248K -3,122 -46%
MCM
955
Mengis Capital Management
Oregon
$297K
BA
956
Bennicas & Associates
California
$296K
BAM
957
Berkshire Asset Management
Pennsylvania
$291K +$16.5K +207 +6%
DK
958
Darrell & King
Virginia
$290K +$10.7K +134 +4%
GIP
959
Greatmark Investment Partners
Georgia
$289K
SFG
960
SNS Financial Group
Minnesota
$288K -$132K -1,665 -32%
FCB
961
First Command Bank
Texas
$286K +$7.95K +100 +3%
FCFS
962
First Command Financial Services
Texas
$286K +$7.95K +100 +3%
DPIM
963
Duff & Phelps Investment Management
Illinois
$285K -$23.1K -290 -8%
CCP
964
Corient Capital Partners
California
$285K +$2.7K +34 +1%
HCA
965
Horan Capital Advisors
Ohio
$282K -$14K -176 -5%
WP
966
WMS Partners
Maryland
$281K +$20.3K +255 +8%
HCM
967
Horrell Capital Management
Arkansas
$280K
JPMIA
968
J.P. Marvel Investment Advisors
Massachusetts
$280K
RWA
969
Ropes Wealth Advisors
Massachusetts
$275K -$140K -1,761 -34%
LWCFA
970
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$275K -$22.7K -285 -8%
MIC
971
Meridian Investment Counsel
California
$275K
SOAMC
972
Spirit of America Management Corp
New York
$274K
SLT
973
St Louis Trust
Missouri
$273K
STMM
974
South Texas Money Management
Texas
$271K -$106K -1,337 -29%
MWM
975
Mascoma Wealth Management
New Hampshire
$271K