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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
BOTW
1126
Bank of the West
California
$223K -$217K -2,482 -48%
WWM
1127
Windsor Wealth Management
Indiana
$223K +$231K +2,647 New
BWA
1128
BDO Wealth Advisors
Florida
$222K
PWLP
1129
Prio Wealth Limited Partnership
Massachusetts
$222K
MIM
1130
Montgomery Investment Management
Maryland
$221K
JCM
1131
Jacobi Capital Management
Pennsylvania
$221K +$12.1K +138 +5%
FC
1132
Financial Consulate
Maryland
$221K +$19.7K +225 +9%
EIM
1133
Essex Investment Management
Massachusetts
$220K
FMP
1134
Financial Management Professionals
Texas
$220K
JWBC
1135
J.W. Burns & Co
New York
$220K
VNA
1136
Valley National Advisers
Pennsylvania
$219K +$1.57K +18 +0.7%
PMG
1137
ProVise Management Group
Florida
$217K +$226K +2,584 New
AHC
1138
Adell Harriman & Carpenter
Texas
$216K +$8.73K +100 +4%
GIP
1139
Greatmark Investment Partners
Georgia
$214K -$85.7K -981 -28%
CM
1140
Cornerstone Management
Georgia
$214K +$8.3K +95 +4%
AWM
1141
Avior Wealth Management
Nebraska
$213K +$5.42K +62 +3%
FAIM
1142
Financial Advocates Investment Management
Washington
$213K +$222K +2,538 New
VCM
1143
Vision Capital Management
Oregon
$212K
EHC
1144
Everett Harris & Co
California
$211K +$219K +2,503 New
AAS
1145
Annex Advisory Services
Wisconsin
$211K +$219K +2,508 New
SFG
1146
SNS Financial Group
Minnesota
$210K -$82.3K -942 -27%
KACA
1147
Kayne Anderson Capital Advisors
California
$210K
SJL
1148
Shayne & Jacobs LLC
Tennessee
$210K
NWP
1149
Northstar Wealth Partners
Connecticut
$210K +$5.33K +61 +2%
GHA
1150
GW Henssler & Associates
Georgia
$210K +$218K +2,497 New