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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
RPG
1076
Risk Paradigm Group
Texas
$176K -$33.8K -425 -17%
M
1077
MOTCO
Texas
$168K
CFA
1078
CT Financial Advisors
Pennsylvania
$167K
HIIFS
1079
Harel Insurance Investments & Financial Services
Israel
$166K
JCM
1080
Jacobi Capital Management
Pennsylvania
$164K +$80.3K +1,010 +104%
AA
1081
AlphaMark Advisors
Kentucky
$162K -$1.91K -24 -1%
EDRH
1082
Edmond de Rothschild Holding
Switzerland
$162K
BAM
1083
Barrett Asset Management
New York
$161K
IWM
1084
IHT Wealth Management
Illinois
$161K +$159 +2 +0.1%
LCM
1085
Liberty Capital Management
Michigan
$160K +$35.8K +450 +30%
DBT
1086
Dubuque Bank & Trust
Iowa
$156K +$6.6K +83 +5%
RIM
1087
Rampart Investment Management
Connecticut
$156K +$151K +1,902 New
AF
1088
Arrow Financial
New York
$155K +$51.3K +646 +52%
JGIA
1089
Jackson Grant Investment Advisers
Connecticut
$155K +$80.3K +1,010 +115%
AWM
1090
AllSquare Wealth Management
New York
$152K
MPWT
1091
MassMutual Private Wealth & Trust
Connecticut
$152K +$67.4K +848 +85%
CP
1092
Corbenic Partners
Pennsylvania
$144K
NB
1093
Nicolet Bankshares
Wisconsin
$142K +$109K +1,369 +379%
BWM
1094
Baystate Wealth Management
Massachusetts
$142K +$136K +1,710 New
MCA
1095
Mercer Capital Advisers
New Jersey
$140K
AIM
1096
Advantage Investment Management
Iowa
$139K +$36.7K +462 +37%
CAM
1097
Cacti Asset Management
Georgia
$137K
HFM
1098
Hartford Financial Management
Connecticut
$135K
WC
1099
Whitnell & Co
Illinois
$134K
VIA
1100
Vantage Investment Advisors
Pennsylvania
$133K +$5.88K +74 +5%