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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
TAF
1001
Tredje AP-fonden
Sweden
$247K +$240K +3,015 +301,500%
PGIM
1002
Pacific Global Investment Management
California
$246K
ID
1003
Integral Derivatives
New York
$246K +$238K +2,998 New
MAM
1004
Morse Asset Management
Connecticut
$246K +$238K +3,000 New
BII
1005
Bainco International Investors
Massachusetts
$244K -$39.7K -500 -14%
TCM
1006
Tradewinds Capital Management
Washington
$243K +$38.9K +489 +20%
LIC
1007
Lodestar Investment Counsel
Illinois
$242K -$22.7K -285 -9%
CCB
1008
Cutter & Co Brokerage
Missouri
$242K
LRPA
1009
L. Roy Papp & Associates
Arizona
$239K -$20.4K -257 -8%
CAM
1010
Cubic Asset Management
Massachusetts
$239K
PK
1011
Pflug Koory
Nebraska
$239K
BRA
1012
Bender Robert & Associates
California
$237K -$11.9K -150 -5%
RMCM
1013
Reynders McVeigh Capital Management
Massachusetts
$236K -$52.3K -658 -19%
NIA
1014
Northstar Investment Advisors
Colorado
$236K -$11K -139 -5%
BFIM
1015
Beese Fulmer Investment Management
Ohio
$236K
HWA
1016
Heritage Wealth Advisors
Virginia
$236K
SEM
1017
Suncoast Equity Management
Florida
$235K -$19.5K -245 -8%
CA
1018
Cornerstone Advisory
Maryland
$233K +$5.41K +68 +2%
MIM
1019
Montgomery Investment Management
Maryland
$232K -$47.6K -599 -17%
AA
1020
Apriem Advisors
California
$232K
CA
1021
Capital Advantage
California
$232K
VCAM
1022
Van Cleef Asset Management
Ohio
$232K +$19.9K +250 +10%
DAC
1023
Dividend Assets Capital
South Carolina
$231K -$33.8K -425 -13%
MPI
1024
Mairs & Power Inc
Minnesota
$231K +$224K +2,820 New
MCM
1025
Monarch Capital Management
Indiana
$230K