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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
EGA
1026
E&G Advisors
Texas
$230K +$223K +2,800 New
ERIM
1027
Eagle Ridge Investment Management
Connecticut
$229K -$13K -164 -6%
WPP
1028
Whalerock Point Partners
Rhode Island
$229K
TI
1029
Truepoint Inc
Ohio
$229K +$1.03K +13 +0.5%
AI
1030
Accredited Investors
Minnesota
$229K +$1.51K +19 +0.7%
MCM
1031
McMillion Capital Management
North Carolina
$225K -$15.9K -200 -7%
WFMPM
1032
Woodley Farra Manion Portfolio Management
Indiana
$224K -$33.1K -416 -13%
GIP
1033
Granite Investment Partners
California
$224K
CHP
1034
Cable Hill Partners
Oregon
$223K -$2.78K -35 -1%
GLI
1035
Guardian Life Insurance
New York
$222K +$5.01K +63 +2%
PWP
1036
Private Wealth Partners
California
$221K
YWP
1037
YorkBridge Wealth Partners
New York
$220K -$48.9K -615 -19%
BIG
1038
Bellwether Investment Group
Tennessee
$219K -$328K -4,123 -61%
BWFM
1039
Bridgewater Wealth & Financial Management
Maryland
$219K
VNA
1040
Valley National Advisers
Pennsylvania
$219K +$1.43K +18 +0.7%
QCG
1041
Quadrant Capital Group
Ohio
$219K +$14.3K +180 +7%
RFA
1042
Reilly Financial Advisors
California
$218K -$47.2K -594 -18%
QSS
1043
Quantitative Systematic Strategies
Florida
$218K +$211K +2,656 New
FAT
1044
First American Trust
California
$217K -$195K -2,448 -48%
PHAM
1045
Palisades Hudson Asset Management
Florida
$216K -$49.2K -619 -19%
LWM
1046
LBA Wealth Management
Florida
$216K
FMP
1047
Financial Management Professionals
Texas
$215K
OSNBOA
1048
Old Second National Bank of Aurora
Illinois
$214K +$7.55K +95 +4%
EIM
1049
Essex Investment Management
Massachusetts
$214K +$208K +2,612 New
ABC
1050
Associated Banc-Corp
Wisconsin
$212K