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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
HFA
976
High Falls Advisors
New York
$270K
B
977
Bailard
California
$269K -$4.61K -58 -2%
TC
978
Telemus Capital
Michigan
$268K +$260K +3,265 New
MCM
979
MV Capital Management
Maryland
$266K -$12.6K -159 -5%
PG
980
Patten Group
Tennessee
$265K +$159 +2 +0.1%
DE
981
Day & Ennis
Georgia
$265K +$5.17K +65 +2%
IDBONY
982
Israel Discount Bank of New York
New York
$265K +$17.6K +222 +7%
SCM
983
Salem Capital Management
Massachusetts
$264K -$30.4K -383 -11%
CL
984
CPWM LLC
Washington
$264K +$32.1K +404 +14%
PCMC
985
Paragon Capital Management (Colorado)
Colorado
$263K +$255K +3,212 New
HL
986
HeadInvest LLC
Maine
$261K
P
987
Pitcairn
Pennsylvania
$259K -$8.66K -109 -3%
CIS
988
Connors Investor Services
Pennsylvania
$259K
NSAM
989
North Star Asset Management
Wisconsin
$258K +$250K +3,147 New
CAM
990
Concorde Asset Management
Michigan
$256K +$41.3K +519 +20%
AAP
991
Arax Advisory Partners
Colorado
$255K +$7.39K +93 +3%
DOA
992
D'Orazio & Associates
Virginia
$255K +$26.1K +328 +12%
PL
993
Parkwood LLC
Ohio
$252K -$26.2K -329 -10%
FAM
994
Flaharty Asset Management
Florida
$252K +$242K +3,043 New
KPCM
995
Kings Point Capital Management
New York
$250K
OWD
996
Osborn Williams & Donohoe
Ohio
$250K +$7.95K +100 +3%
RT
997
Rockland Trust
Massachusetts
$250K +$242K +3,047 New
SC
998
Saturna Capital
Washington
$249K
HC
999
Hourglass Capital
Texas
$248K
CCM
1000
Cribstone Capital Management
Maine
$247K +$81.5K +1,025 +52%