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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
ABC
1051
Associated Banc-Corp
Wisconsin
$280K +$58.2K +666 +25%
CA
1052
Calton & Associates
Florida
$280K +$315K +3,608 New
KPCM
1053
Kings Point Capital Management
New York
$278K -$28K -320 -9%
PBO
1054
Peoples Bank (Ohio)
Ohio
$277K -$39.3K -450 -12%
HFA
1055
High Falls Advisors
New York
$277K
KFGK
1056
Keystone Financial Group (Kentucky)
Kentucky
$277K +$294K +3,370 New
CCC
1057
Chelsea Counsel Company
California
$276K -$32K -366 -10%
EWA
1058
Exencial Wealth Advisors
Oklahoma
$275K -$10.5K -120 -4%
SCM
1059
Salem Capital Management
Massachusetts
$271K
CFD
1060
Creative Financial Designs
Indiana
$270K -$133K -1,519 -32%
DAC
1061
Dividend Assets Capital
South Carolina
$270K
GJIC
1062
Gamble Jones Investment Counsel
California
$270K
ACP
1063
Aviance Capital Partners
Florida
$269K
RMDI
1064
R.M. Davis Inc
Maine
$268K
SWA
1065
Sutton Wealth Advisors
Florida
$266K
KTC
1066
Kistler-Tiffany Companies
Pennsylvania
$266K -$23.8K -272 -8%
MI
1067
Markston International
New York
$265K -$97.8K -1,120 -26%
GIP
1068
Granite Investment Partners
California
$265K +$37K +423 +16%
TRCT
1069
Tower Research Capital (TRC)
New York
$262K -$61.3K -702 -18%
CCT
1070
Country Club Trust
Missouri
$262K -$50.1K -574 -16%
MPWT
1071
MassMutual Private Wealth & Trust
Connecticut
$261K +$151K +1,723 +125%
SHCM
1072
Stokes & Hubbell Capital Management
Louisiana
$261K -$19.7K -225 -7%
SAM
1073
SignalPoint Asset Management
Missouri
$261K +$22.9K +262 +9%
HHC
1074
Hutchin Hill Capital
New York
$261K +$271K +3,100 New
CA
1075
CapWealth Advisors
Tennessee
$260K