We are live on ! Find out more
DUK icon

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
EDRH
951
Edmond de Rothschild Holding
Switzerland
$367K
IP
952
Isthmus Partners
Wisconsin
$366K -$13.1K -150 -3%
RCM
953
Radnor Capital Management
Pennsylvania
$366K
CG
954
CFO4Life Group
Texas
$366K +$21.8K +249 +6%
W
955
WealthShield
North Carolina
$366K +$382K +4,378 New
WP
956
WealthShield Partners
North Carolina
$366K +$382K +4,378 New
YIA
957
YHB Investment Advisors
Connecticut
$365K -$11.3K -129 -3%
GSBTD
958
Glenview State Bank Trust Department
Illinois
$359K
DWM
959
Destination Wealth Management
California
$359K +$8.39K +96 +2%
WCM
960
Windsor Capital Management
Arizona
$357K -$14.4K -165 -4%
KCM
961
Kanawha Capital Management
Virginia
$355K -$18.5K -212 -5%
CCA
962
Cobblestone Capital Advisors
New York
$354K -$37.1K -425 -9%
MCM
963
Marathon Capital Management
Maryland
$354K
MIP
964
Marietta Investment Partners
Wisconsin
$353K
LRPA
965
L. Roy Papp & Associates
Arizona
$350K +$109K +1,250 +43%
CHA
966
Carmichael Hill & Associates
Maryland
$348K +$362K +4,142 New
BONST
967
Bank of Nova Scotia Trust
Ontario, Canada
$347K -$41.8K -479 -10%
CFN
968
Cordasco Financial Network
Florida
$346K -$4.37K -50 -1%
DP
969
Dearborn Partners
Illinois
$346K
MSFP
970
Mark Sheptoff Financial Planning
Connecticut
$346K
MCM
971
McMillion Capital Management
North Carolina
$346K +$31.8K +364 +10%
CFA
972
Capstone Financial Advisors
Illinois
$345K
WP
973
WMS Partners
Maryland
$342K -$2.79K -32 -0.8%
ARMT
974
Amica Retiree Medical Trust
Rhode Island
$342K
GI
975
Gradient Investments
Minnesota
$340K -$16.5K -189 -4%