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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
MIM
1201
Macroview Investment Management
Maryland
$8K
PA
1202
Perennial Advisors
New York
$8K
SA
1203
SRH Advisors
Kansas
$8K
RCG
1204
Ruggie Capital Group
Florida
$8K +$7.95K +100 New
JWA
1205
JFS Wealth Advisors
Pennsylvania
$6K
AUB
1206
Atlantic Union Bankshares
Virginia
$3.63K +$512K +6,437 +17%
SLF
1207
Sun Life Financial
Ontario, Canada
$3.45K +$5.64K +71 +33%
NYLT
1208
New York Life Trust
New York
$3K -$52K -654 -94%
SFG
1209
SevenBridge Financial Group
Pennsylvania
$3K
SGAM
1210
Smith Group Asset Management
Texas
$3K
TCA
1211
Tortoise Capital Advisors
Kansas
$3K
CT
1212
Chicago Trust
Illinois
$1.78K -$192K -2,419 -10%
SP
1213
Sarasin & Partners
United Kingdom
-$76.1M -980,587 Closed
Two Sigma Advisers
1214
Two Sigma Advisers
New York
-$23.1M -298,164 Closed
BA
1215
BCM Advisors
Louisiana
-$5.33M -68,630 Closed
Squarepoint
1216
Squarepoint
New York
-$4.55M -58,675 Closed
Rafferty Asset Management
1217
Rafferty Asset Management
New York
-$2.91M -37,538 Closed
N
1218
Natixis
France
-$2.77M -35,654 Closed
Verition Fund Management
1219
Verition Fund Management
Connecticut
-$2.72M -35,000 Closed
CPP
1220
Crow Point Partners
Massachusetts
-$2.37M -30,514 Closed
FAB
1221
First American Bank
Illinois
-$2.24M -28,862 Closed
Capital Fund Management (CFM)
1222
Capital Fund Management (CFM)
France
-$2.19M -28,182 Closed
GAM
1223
Gotham Asset Management
New York
-$2.14M -27,589 Closed
IA
1224
Icon Advisers
Colorado
-$2.06M -26,600 Closed
BCM
1225
BlueCrest Capital Management
Jersey
-$1.98M -25,469 Closed