We are live on ! Find out more
DUK icon

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
AWA
1201
Acorn Wealth Advisors
Michigan
$120K +$127K +1,458 New
LC
1202
Landaas & Company
Wisconsin
$117K +$29.1K +333 +32%
WA
1203
Winfield Associates
Ohio
$116K +$3.23K +37 +3%
GTAM
1204
Global Trust Asset Management
Florida
$115K +$119K +1,363 New
SAM
1205
Shamrock Asset Management
Texas
$115K +$119K +1,368 New
Carson Wealth (CWM LLC)
1206
Carson Wealth (CWM LLC)
Nebraska
$113K -$33K -378 -22%
NCM
1207
Nelson Capital Management
California
$112K
BRC
1208
Bell Rock Capital
Delaware
$110K
WPA
1209
West Paces Advisors
Georgia
$110K
PCTC
1210
Perkins Coie Trust Company
Washington
$108K
CLOS
1211
Compagnie Lombard Odier SCmA
Switzerland
$104K +$5.59K +64 +5%
RE
1212
RBC Europe
United Kingdom
$103K
TL
1213
TrueWealth LLC
Georgia
$102K +$106K +1,212 New
JAM
1214
Jolley Asset Management
North Carolina
$100K -$27.3K -313 -21%
PGWM
1215
Parisi Gray Wealth Management
New Jersey
$100K +$105K +1,197 New
BWM
1216
Baystate Wealth Management
Massachusetts
$94K
HS
1217
Horan Securities
United States
$92K +$11.2K +128 +12%
TFA
1218
Toth Financial Advisory
Virginia
$92K +$95.8K +1,097 New
ATC
1219
Adirondack Trust Company
New York
$89K
MCM
1220
Mainstay Capital Management
Michigan
$89K +$92.4K +1,058 New
OFS
1221
Orrstown Financial Services
Pennsylvania
$88K
NPP
1222
New Potomac Partners
Maryland
$88K +$91.7K +1,050 New
ACM
1223
Armbruster Capital Management
New York
$83K
VCM
1224
Vigilant Capital Management
Maine
$83K +$61.5K +704 +251%
GAM
1225
Gemmer Asset Management
California
$82K +$15.5K +178 +22%