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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
VWA
1051
V Wealth Advisors
Kansas
$211K -$74.6K -938 -26%
MGIA
1052
Moneta Group Investment Advisors
Missouri
$211K -$56.4K -710 -22%
BEAM
1053
Baker Ellis Asset Management
Washington
$211K
AL
1054
Agran Libbie
California
$209K -$6.6K -83 -3%
KB
1055
Kimelman & Baird
New York
$209K +$202K +2,543 New
JFGLC
1056
Johnson Financial Group LLC (Colorado)
Colorado
$208K -$109K -1,370 -35%
SHCM
1057
Stokes & Hubbell Capital Management
Louisiana
$208K +$202K +2,541 New
PIM
1058
Penobscot Investment Management
Massachusetts
$207K +$200K +2,521 New
CG
1059
Cutler Group
California
$205K -$939K -11,812 -83%
SJL
1060
Shayne & Jacobs LLC
Tennessee
$205K +$199K +2,500 New
BCM
1061
Bayesian Capital Management
New York
$203K +$197K +2,481 New
CM
1062
Cornerstone Management
Georgia
$203K +$197K +2,475 New
HCM
1063
Hengehold Capital Management
Ohio
$202K +$196K +2,462 New
HAIM
1064
Hunter Associates Investment Management
Pennsylvania
$201K +$195K +2,453 New
AWM
1065
Avior Wealth Management
Nebraska
$199K -$14.9K -187 -7%
PMFA
1066
Plante Moran Financial Advisors
Michigan
$198K -$18.8K -236 -9%
MBT
1067
Monroe Bank & Trust
Michigan
$197K -$2.7K -34 -1%
KTC
1068
Kistler-Tiffany Companies
Pennsylvania
$197K
MCM
1069
Manchester Capital Management
Vermont
$193K
IR
1070
Invictus RG
Bermuda
$193K +$187K +2,350 New
VFA
1071
Virtus Fund Advisers
Connecticut
$189K
AIP
1072
Almanack Investment Partners
Pennsylvania
$187K +$181K +2,279 New
CBT
1073
Central Bank & Trust
Kentucky
$185K -$13.2K -166 -7%
PCMM
1074
Private Capital Management (Minnesota)
Minnesota
$180K -$63.6K -800 -27%
MFW
1075
Mosaic Family Wealth
Missouri
$179K