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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
MCM
1101
MV Capital Management
Maryland
$239K -$2.45K -28 -1%
SFSIG
1102
San Francisco Sentry Investment Group
California
$238K +$39.3K +450 +19%
IWC
1103
Integrated Wealth Concepts
Massachusetts
$238K +$253K +2,896 New
BMC
1104
Beaton Management Company
Massachusetts
$236K +$175 +2 +0.1%
BFIM
1105
Beese Fulmer Investment Management
Ohio
$235K -$7.51K -86 -3%
WPP
1106
Whalerock Point Partners
Rhode Island
$235K
CA
1107
Cornerstone Advisory
Maryland
$234K
LIC
1108
Lodestar Investment Counsel
Illinois
$234K
TI
1109
Truepoint Inc
Ohio
$233K +$175K +2,000 +258%
BRA
1110
Bender Robert & Associates
California
$232K
UR
1111
USCA RIA
Texas
$231K -$1.19M -13,576 -83%
GLA
1112
Great Lakes Advisors
Illinois
$231K -$106K -1,208 -31%
AIP
1113
Ahrens Investment Partners
Louisiana
$231K +$6.55K +75 +3%
RMCM
1114
Reynders McVeigh Capital Management
Massachusetts
$230K
ERIM
1115
Eagle Ridge Investment Management
Connecticut
$229K -$4.8K -55 -2%
VIA
1116
Vantage Investment Advisors
Pennsylvania
$228K +$95.1K +1,089 +67%
MFW
1117
Mosaic Family Wealth
Missouri
$227K -$3.76K -43 -2%
OPTFSNA
1118
Old Point Trust & Financial Services N A
Virginia
$227K
PWP
1119
Private Wealth Partners
California
$227K
HIC
1120
Harvey Investment Company
Kentucky
$226K -$10.1K -116 -4%
NIA
1121
Northstar Investment Advisors
Colorado
$226K
WFMPM
1122
Woodley Farra Manion Portfolio Management
Indiana
$226K
DPIM
1123
Duff & Phelps Investment Management
Illinois
$225K -$13.1K -150 -5%
GEA
1124
Glen Eagle Advisors
New Jersey
$224K +$56.4K +646 +32%
CT
1125
Cambridge Trust
Massachusetts
$224K