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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
AWMS
1151
Advocacy Wealth Management Services
Georgia
$38K
CFA
1152
Camarda Financial Advisors
Florida
$38K
VCM
1153
Vigilant Capital Management
Maine
$37K +$36.2K +455 New
WB
1154
Webster Bank
Connecticut
$36K -$34.4K -433 -50%
Lazard Asset Management
1155
Lazard Asset Management
New York
$35K
AC
1156
Alexandria Capital
Virginia
$33K -$15.9K -200 -33%
PFGIA
1157
Patriot Financial Group Insurance Agency
Massachusetts
$32K -$12K -151 -28%
PCP
1158
Proficio Capital Partners
Massachusetts
$32K +$4.85K +61 +19%
TWA
1159
TCI Wealth Advisors
Arizona
$31K +$10.5K +132 +52%
LJHT
1160
Laurie J. Hall Trustee
$31K
CTB
1161
Country Trust Bank
Illinois
$30K -$1.27K -16 -4%
HT
1162
Heritage Trust
Oklahoma
$29K +$28K +352 New
AI
1163
ArchPoint Investors
Florida
$29K +$28.6K +360 New
SBL
1164
Sargent Bickham Lagudis
Colorado
$28K
TC
1165
Trust Company
Kansas
$28K +$17.1K +215 +165%
HSA
1166
Hussman Strategic Advisors
Maryland
$27K
RFWA
1167
RPg Family Wealth Advisory
Massachusetts
$26.7K -$20.3K -255 -44%
AAF
1168
Andra AP-fonden
Sweden
$26.4K -$649K -8,169 -2%
RI
1169
Redwood Investments
Massachusetts
$26K
ECM
1170
Exchange Capital Management
Michigan
$25K -$6.76K -85 -22%
HCM
1171
Highlander Capital Management
New Jersey
$25K
LF
1172
Lee Financial
Texas
$25K
LYV
1173
Live Your Vision
Pennsylvania
$23K
PFBT
1174
Parkside Financial Bank & Trust
Missouri
$22K -$38.9K -490 -65%
GWS
1175
Glassman Wealth Services
Virginia
$22K