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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
SEM
1001
Suncoast Equity Management
Florida
$320K +$48.5K +555 +17%
FAM
1002
Flaharty Asset Management
Florida
$319K +$63.4K +726 +23%
WKWM
1003
Walter & Keenan Wealth Management
Indiana
$317K -$69.9K -800 -17%
Acadian Asset Management
1004
Acadian Asset Management
Massachusetts
$317K +$2.01K +23 +0.6%
CAG
1005
Crestwood Advisors Group
Massachusetts
$316K -$21K -240 -6%
BJL
1006
Brighton Jones LLC
Washington
$316K +$328K +3,756 New
Bessemer Group
1007
Bessemer Group
New Jersey
$315K -$772K -8,842 -70%
Balyasny Asset Management
1008
Balyasny Asset Management
Illinois
$314K -$1.52M -17,400 -82%
WI
1009
Wintrust Investments
Illinois
$314K -$27.6K -316 -8%
WA1
1010
Wimmer Associates 1
California
$314K
EGA
1011
Eagle Global Advisors
Texas
$313K -$13.1K -150 -4%
CCM
1012
Cribstone Capital Management
Maine
$313K +$13.2K +151 +4%
PG
1013
Pendal Group
Australia
$311K +$323K +3,698 New
AAC
1014
Asset Advisors Corp
Georgia
$311K -$17.5K -200 -5%
FQ
1015
First Quadrant
California
$311K
BA
1016
Bristol Advisors
Pennsylvania
$311K +$323K +3,700 New
EWM
1017
Endurance Wealth Management
Rhode Island
$308K
MC
1018
Middleton & Co
Massachusetts
$307K -$21.8K -250 -6%
AWCI
1019
Alpine Woods Capital Investors
New York
$307K
AB
1020
AT Bancorp
Iowa
$307K
CCP
1021
Corient Capital Partners
California
$306K +$28.6K +327 +10%
VCM
1022
Versant Capital Management
Arizona
$305K +$26.5K +303 +9%
FWCM
1023
Ferguson Wellman Capital Management
Oregon
$304K -$16K -183 -5%
PG
1024
Patten Group
Tennessee
$304K -$6.9K -79 -2%
KA
1025
Kovack Advisors
Florida
$302K -$49.4K -566 -14%