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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
CCFCSB
976
Cape Cod Five Cents Savings Bank
Massachusetts
$337K -$17.5K -200 -5%
NSAM
977
North Star Asset Management
Wisconsin
$337K +$62.3K +713 +22%
BAM
978
Brave Asset Management
New Jersey
$336K -$1.57M -17,985 -82%
MAM
979
Morse Asset Management
Connecticut
$336K
CIC
980
Chilton Investment Company
Connecticut
$336K +$349K +4,000 New
GD
981
Grandfield & Dodd
New York
$335K
CRWM
982
Castle Rock Wealth Management
California
$334K +$347K +3,971 New
RWA
983
Ropes Wealth Advisors
Massachusetts
$332K +$17.5K +200 +5%
HL
984
HeadInvest LLC
Maine
$331K -$21.2K -243 -6%
CCG
985
Cypress Capital Group
Florida
$331K
KSA
986
Ken Stern & Associates
California
$331K +$87 +1 +0%
HCA
987
Horan Capital Advisors
Ohio
$331K +$37.8K +433 +12%
BAM
988
Belpointe Asset Management
Nevada
$331K +$49K +561 +17%
CA
989
Crewe Advisors
Utah
$331K +$343K +3,930 New
OCG
990
Opus Capital Group
Ohio
$329K -$40.1K -459 -11%
RG
991
Rikoon Group
New Mexico
$329K +$175 +2 +0.1%
HKIM
992
Hayek Kallen Investment Management
Alabama
$329K +$1.57K +18 +0.5%
IFAM
993
Institutional & Family Asset Management
Colorado
$326K
SFI
994
SPC Financial Inc
Maryland
$326K +$14.8K +170 +5%
KFC
995
Klingenstein Fields & Co
New York
$323K
OC
996
Oarsman Capital
Wisconsin
$322K -$13.1K -150 -4%
MWM
997
Marietta Wealth Management
Georgia
$322K -$5.5K -63 -2%
KF
998
Krilogy Financial
Missouri
$321K +$128K +1,465 +62%
AFP
999
Ausdal Financial Partners
Iowa
$320K +$2.01K +23 +0.6%
FFA
1000
First Foundation Advisors
California
$320K +$6.81K +78 +2%