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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
Mackenzie Financial
101
Mackenzie Financial
Ontario, Canada
$33M +$34.2M +391,837 New
BTS
102
BB&T Securities
Virginia
$32.9M -$1.25M -14,340 -4%
PCA
103
Personal Capital Advisors
California
$32.4M +$1.91M +21,898 +6%
GF
104
Gabelli Funds
New York
$32.2M
Victory Capital Management
105
Victory Capital Management
Texas
$31.7M -$42.5K -487 -0.1%
Commonwealth Equity Services
106
Commonwealth Equity Services
Massachusetts
$31.5M +$858K +9,822 +3%
AG
107
Aperio Group
California
$31.3M +$2.27M +26,009 +8%
AAF
108
Andra AP-fonden
Sweden
$30.5M +$452K +5,176 +1%
O
109
OppenheimerFunds
New York
$30.3M +$28M +320,594 +798%
ClearBridge Investments
110
ClearBridge Investments
New York
$30.1M -$406K -4,652 -1%
CC
111
Carlson Capital
Texas
$29.5M +$30.6M +350,832 New
BC
112
Bartlett & Co
Ohio
$29.4M -$243K -2,785 -0.8%
JMPWA
113
JP Morgan Private Wealth Advisors
California
$29.3M +$821K +9,404 +3%
US Bancorp
114
US Bancorp
Minnesota
$29.3M +$45.3K +519 +0.1%
BC
115
Bruce & Co
Illinois
$29.3M
LM
116
Luminus Management
Texas
$29.2M +$30.3M +346,725 New
Neuberger Berman Group
117
Neuberger Berman Group
New York
$28.7M +$24.9M +284,714 +504%
Retirement Systems of Alabama
118
Retirement Systems of Alabama
Alabama
$28.5M -$32.9K -377 -0.1%
SLAM
119
Swiss Life Asset Management
$28.3M -$1.94M -22,152 -6%
Korea Investment Corp
120
Korea Investment Corp
South Korea
$27.9M +$1.91M +21,917 +7%
Toronto Dominion Bank
121
Toronto Dominion Bank
Ontario, Canada
$27.8M +$3.26M +37,301 +13%
GFPC
122
Global Financial Private Capital
Florida
$27.6M +$138K +1,583 +0.5%
M&T Bank
123
M&T Bank
New York
$26.9M +$168K +1,918 +0.6%
AIA
124
Avalon Investment & Advisory
Texas
$26.7M -$2.84M -32,502 -9%
Aberdeen Group
125
Aberdeen Group
United Kingdom
$26.3M +$456K +5,217 +2%