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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
MYLI
1076
Meiji Yasuda Life Insurance
Japan
$260K +$270K +3,090 New
MCWS
1077
McKinley Carter Wealth Services
West Virginia
$259K +$611 +7 +0.2%
BIG
1078
Bellwether Investment Group
Tennessee
$257K +$8.56K +98 +3%
CIS
1079
Connors Investor Services
Pennsylvania
$256K
RT
1080
Rockland Trust
Massachusetts
$256K
OWD
1081
Osborn Williams & Donohoe
Ohio
$255K
SC
1082
Saturna Capital
Washington
$255K
IWP
1083
Icon Wealth Partners
Texas
$255K +$265K +3,029 New
HC
1084
Hourglass Capital
Texas
$254K
P
1085
Pitcairn
Pennsylvania
$254K +$16.5K +189 +7%
OSNBOA
1086
Old Second National Bank of Aurora
Illinois
$253K -$3.32K -38 -1%
STMM
1087
South Texas Money Management
Texas
$250K +$5.94K +68 +2%
IDBONY
1088
Israel Discount Bank of New York
New York
$248K -$3.93K -45 -2%
MLFP
1089
MPS Loria Financial Planners
Illinois
$248K
LWCFA
1090
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$248K +$8.91K +102 +4%
CWM
1091
Cornerstone Wealth Management
Missouri
$248K +$22.4K +256 +9%
MCM
1092
Mitchell Capital Management
Kansas
$248K +$258K +2,952 New
PK
1093
Pflug Koory
Nebraska
$245K
FA
1094
FMA Advisory
Pennsylvania
$244K -$3.67K -42 -1%
ODCM
1095
Old Dominion Capital Management
Virginia
$244K +$253K +2,896 New
HWA
1096
Heritage Wealth Advisors
Virginia
$243K +$524 +6 +0.2%
MCM
1097
Mengis Capital Management
Oregon
$242K -$52.4K -600 -17%
MCM
1098
Monarch Capital Management
Indiana
$241K +$4.89K +56 +2%
CBT
1099
Capital Bank & Trust
California
$241K +$9.17K +105 +4%
TCOO
1100
Trust Company of Oklahoma
Oklahoma
$241K +$250K +2,863 New