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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
MUS
1126
Mitsubishi UFJ Securities
Japan
$71K +$69.2K +870 New
WIM
1127
Westside Investment Management
California
$70.3K +$5.33K +67 +9%
BL
1128
Balentine LLC
Georgia
$70K
CLOS
1129
Compagnie Lombard Odier SCmA
Switzerland
$69K -$9.54K -120 -12%
ZB
1130
Zions Bancorporation
Utah
$66K -$25.5K -321 -29%
HWM
1131
Holloway Wealth Management
Florida
$66K
CFS
1132
Commonwealth Financial Services
West Virginia
$65K
MWM
1133
MinichMacGregor Wealth Management
New York
$63K -$79 -1 -0.1%
VC
1134
Vestor Capital
Illinois
$63K
LWM
1135
Lenox Wealth Management
Ohio
$62K
HCA
1136
Harbour Capital Advisors
Virginia
$61.3K +$59.4K +747 New
OFS
1137
Orrstown Financial Services
Pennsylvania
$60K
GEA
1138
Glen Eagle Advisors
New Jersey
$56.3K +$318 +4 +0.6%
FMTCOCP
1139
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$54.8K
AIS
1140
Accurate Investment Solutions
Pennsylvania
$52K +$8.43K +106 +20%
SIM
1141
Sonora Investment Management
Arizona
$48K
HWP
1142
Hefty Wealth Partners
Indiana
$47K
TRCT
1143
Tower Research Capital (TRC)
New York
$46K -$988K -12,429 -96%
TWMP
1144
Taylor Wealth Management Partners
Massachusetts
$44K
APSP
1145
Asset Planning Services (Pennsylvania)
Pennsylvania
$44K +$42.4K +534 New
FCMT
1146
Founders Capital Management (Texas)
Texas
$44K +$42.8K +538 New
TDC
1147
Thompson Davis & Co
Virginia
$42K
AII
1148
AGF Investments Inc
Ontario, Canada
$42K +$17.9K +225 +77%
FWM
1149
Focused Wealth Management
New York
$39K
BWA
1150
Burt Wealth Advisors
Maryland
$38K -$1.19K -15 -3%