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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
CIA
1101
ClearBridge Investments (Australia)
Australia
$132K -$10.1M -126,963 -99%
NSIM
1102
North Star Investment Management
Illinois
$127K +$25.6K +322 +26%
BFEC
1103
Benjamin F. Edwards & Company
Missouri
$123K -$10.3K -130 -8%
1832 Asset Management
1104
1832 Asset Management
Ontario, Canada
$114K -$116K -1,461 -51%
GRP
1105
Global Retirement Partners
California
$112K +$40.7K +512 +60%
NIMI
1106
Natixis Investment Managers International
France
$111K
NCM
1107
Nelson Capital Management
California
$109K -$3.66K -46 -3%
WPA
1108
West Paces Advisors
Georgia
$107K -$6.36K -80 -6%
BRC
1109
Bell Rock Capital
Delaware
$107K
PSC
1110
Prentiss Smith & Co
Vermont
$106K
PCTC
1111
Perkins Coie Trust Company
Washington
$105K
PB
1112
Pinnacle Bancorp
Nebraska
$104K +$101K +1,265 New
JAM
1113
Jolley Asset Management
North Carolina
$97K
PFO
1114
Pathstone Family Office
New Jersey
$97K +$94.3K +1,187 New
WA
1115
Winfield Associates
Ohio
$96K
SWA
1116
Sutton Wealth Advisors
Florida
$95.5K -$1.27K -16 -1%
ATC
1117
Adirondack Trust Company
New York
$95K +$17.4K +219 +23%
GAM
1118
Gemmer Asset Management
California
$91K +$24.1K +303 +38%
OAM
1119
Oppenheimer Asset Management
New York
$85K +$81.5K +1,025 New
HS
1120
Horan Securities
United States
$85K +$82.1K +1,033 New
ACM
1121
Armbruster Capital Management
New York
$81K -$22.9K -288 -23%
AF
1122
Allworth Financial
California
$73K +$1.11K +14 +2%
CPA
1123
Clear Perspective Advisors
Illinois
$71K
KF
1124
Krilogy Financial
Missouri
$71K
FPA
1125
Fieldpoint Private Advisors
New York
$71K +$69.2K +870 New