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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
SIA
1176
SeaBridge Investment Advisors
New Jersey
$22K +$21.1K +266 New
FMT
1177
First Mercantile Trust
Tennessee
$21K
SHJ
1178
Sharkey, Howes & Javer
Colorado
$21K
TFO
1179
Tarbox Family Office
California
$21K
MIFH
1180
Migdal Insurance & Financial Holdings
Israel
$21K +$11K +138 +119%
TCM
1181
TD Capital Management
Tennessee
$20K
JFA
1182
JNBA Financial Advisors
Minnesota
$19K -$1.59K -20 -8%
AW
1183
Alpha Windward
Massachusetts
$19K
LWA
1184
Lowe Wealth Advisors
Maryland
$19K
PWM
1185
Perigon Wealth Management
California
$19K
AP
1186
Atwood & Palmer
Missouri
$17K
WAS
1187
Winch Advisory Services
Wisconsin
$16K +$159 +2 +1%
GWA
1188
Guidant Wealth Advisors
Illinois
$15K
PCFFS
1189
Pacific Center for Financial Services
California
$14K -$13.8K -174 -50%
SQA
1190
Simon Quick Advisors
New Jersey
$14K
FAM
1191
Fred Alger Management
New York
$13K
CIA
1192
Cascade Investment Advisors
Oregon
$12.3K +$3.02K +38 +34%
WOC
1193
West Oak Capital
California
$12.2K -$1.99K -25 -14%
LA
1194
Legacy Advisors
Pennsylvania
$11K
MFBTD
1195
MB Financial Bank - Trust Department
Illinois
$11K +$10.7K +134 New
HA
1196
Harfst & Associates
Wyoming
$11K +$11.5K +145 New
OFW
1197
Omnia Family Wealth
Florida
$9K
WCM
1198
Wealthcare Capital Management
Virginia
$9K
WP
1199
WealthPLAN Partners
Nebraska
$8.21K +$7.87K +99 New
ACM
1200
AUA Capital Management
Pennsylvania
$8K