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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
AF
1176
Arrow Financial
New York
$179K +$17.6K +202 +10%
CBT
1177
Central Bank & Trust
Kentucky
$178K -$12.1K -138 -6%
BAM
1178
Barrett Asset Management
New York
$166K
WWMSC
1179
Wagner Wealth Management (South Carolina)
South Carolina
$164K +$181K +2,068 New
LCM
1180
Liberty Capital Management
Michigan
$162K +$8.73K +100 +5%
NB
1181
Nicolet Bankshares
Wisconsin
$161K -$24.1K -276 -13%
PWM
1182
Perigon Wealth Management
California
$161K
DBT
1183
Dubuque Bank & Trust
Iowa
$159K
YWP
1184
YorkBridge Wealth Partners
New York
$155K -$25.8K -295 -13%
AWM
1185
AllSquare Wealth Management
New York
$155K
FMB
1186
Field & Main Bank
Kentucky
$152K +$158K +1,807 New
MBT
1187
Monroe Bank & Trust
Michigan
$149K +$154K +1,766 New
CP
1188
Corbenic Partners
Pennsylvania
$148K
MOS
1189
MGO One Seven
Ohio
$145K +$150K +1,722 New
PWM
1190
Paulson Wealth Management
Illinois
$144K +$149K +1,709 New
MCA
1191
Mercer Capital Advisers
New Jersey
$143K
WAP
1192
Wealthcare Advisory Partners
Pennsylvania
$143K +$12.8K +147 +9%
MGIA
1193
Moneta Group Investment Advisors
Missouri
$142K +$148K +1,691 New
AIM
1194
Advantage Investment Management
Iowa
$140K -$3.93K -45 -3%
CAM
1195
Cacti Asset Management
Georgia
$140K
PCIA
1196
Prime Capital Investment Advisors
Kansas
$140K +$145K +1,661 New
AA
1197
AlphaMark Advisors
Kentucky
$137K -$11.6K -133 -8%
WC
1198
Whitnell & Co
Illinois
$137K
HFM
1199
Hartford Financial Management
Connecticut
$133K -$6.12K -70 -4%
BL
1200
Balentine LLC
Georgia
$130K +$25.2K +288 +23%