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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
PIM
1151
Provident Investment Management
Michigan
$210K +$218K +2,500 New
CAM
1152
Cubic Asset Management
Massachusetts
$209K -$17.4K -199 -7%
FLII
1153
First Long Island Investors
New York
$209K +$611 +7 +0.3%
JFGLC
1154
Johnson Financial Group LLC (Colorado)
Colorado
$208K -$39.8K -456 -16%
HCM
1155
Howland Capital Management
Massachusetts
$208K +$1.05K +12 +0.5%
HCM
1156
Hengehold Capital Management
Ohio
$207K -$874 -10 -0.4%
BP
1157
Ballentine Partners
Massachusetts
$207K +$215K +2,459 New
DT
1158
Diversified Trust
Tennessee
$206K +$214K +2,447 New
BII
1159
Bainco International Investors
Massachusetts
$205K -$4.37K -50 -2%
SCI
1160
S&CO Inc
Massachusetts
$205K
TI
1161
Telemetry Investments
New York
$202K +$210K +2,400 New
MCM
1162
Manchester Capital Management
Vermont
$198K
RFA
1163
Reilly Financial Advisors
California
$193K -$3.76K -43 -2%
CFA
1164
Camarda Financial Advisors
Florida
$193K +$8.04K +92 +4%
QCG
1165
Quadrant Capital Group
Ohio
$191K -$13.9K -159 -6%
GLI
1166
Guardian Life Insurance
New York
$191K +$58.8K +673 +42%
AssetMark Inc
1167
AssetMark Inc
California
$190K +$13K +149 +7%
QT
1168
Quantbot Technologies
New York
$189K -$651K -7,447 -77%
TCM
1169
Tradewinds Capital Management
Washington
$188K -$2.71K -31 -1%
M
1170
MOTCO
Texas
$186K -$7.95K -91 -4%
DSI
1171
Daiwa SB Investments
Japan
$185K
PFBT
1172
Parkside Financial Bank & Trust
Missouri
$185K +$2.62K +30 +1%
LWA
1173
Lenox Wealth Advisors
New York
$184K +$192K +2,193 New
RPG
1174
Risk Paradigm Group
Texas
$180K -$6.2K -71 -3%
WEC
1175
Winslow Evans & Crocker
Massachusetts
$180K