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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
AAP
1026
Arax Advisory Partners
Colorado
$301K +$18.4K +211 +6%
PSC
1027
Prentiss Smith & Co
Vermont
$301K +$209K +2,396 +202%
CPA
1028
Capital Planning Advisors
California
$300K +$312K +3,567 New
DWT
1029
Dorsey & Whitney Trust
South Dakota
$299K +$3.49K +40 +1%
BAM
1030
Berkshire Asset Management
Pennsylvania
$299K +$18K +206 +6%
LSAG
1031
Lake Street Advisors Group
New Hampshire
$296K +$308K +3,523 New
SG
1032
StoneX Group
New York
$294K -$12.5K -143 -4%
PCAP
1033
Pratt Collard Advisory Partners
New York
$291K +$302K +3,455 New
C
1034
Cerebellum
California
$289K +$300K +3,435 New
FCB
1035
First Command Bank
Texas
$288K -$25.9K -297 -8%
FCFS
1036
First Command Financial Services
Texas
$288K -$25.9K -297 -8%
BSB
1037
Bangor Savings Bank
Maine
$288K -$16.2K -186 -5%
AA
1038
Apriem Advisors
California
$288K -$9.35K -107 -3%
HCM
1039
Horrell Capital Management
Arkansas
$287K
JPMIA
1040
J.P. Marvel Investment Advisors
Massachusetts
$287K
DK
1041
Darrell & King
Virginia
$286K
DCM
1042
Delpha Capital Management
New York
$286K +$297K +3,398 New
AP
1043
Appleton Partners
Massachusetts
$285K -$21.8K -250 -7%
BA
1044
Bennicas & Associates
California
$284K -$20.3K -232 -6%
MIC
1045
Meridian Investment Counsel
California
$283K
TC
1046
Telemus Capital
Michigan
$283K +$294K +3,365 New
EA
1047
Edge Advisors
Georgia
$281K -$45.3K -519 -13%
SOAMC
1048
Spirit of America Management Corp
New York
$281K
SLT
1049
St Louis Trust
Missouri
$280K
GRP
1050
Global Retirement Partners
California
$280K +$54.9K +628 +23%