We are live on ! Find out more
DUK icon

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
VF
1226
Virtu Financial
New York
-$1.86M -24,027 Closed
Marshall Wace
1227
Marshall Wace
United Kingdom
-$1.73M -22,323 Closed
CCP
1228
Clarkston Capital Partners
Michigan
-$1.57M -20,267 Closed
IAA
1229
Ironsides Asset Advisors
North Carolina
-$1.56M -20,107 Closed
AL
1230
AJO LP
Pennsylvania
-$1.47M -18,996 Closed
TIP
1231
Torray Investment Partners
Maryland
-$1.02M -13,116 Closed
HAM
1232
Highstreet Asset Management
Ontario, Canada
-$901K -11,608 Closed
Jennison Associates
1233
Jennison Associates
New York
-$865K -11,145 Closed
HSA
1234
HBK Sorce Advisory
Pennsylvania
-$739K -9,292 Closed
MAM
1235
Martingale Asset Management
Massachusetts
-$563K -7,249 Closed
HI
1236
Horizon Investments
North Carolina
-$509K -6,561 Closed
BFM
1237
Boothbay Fund Management
New York
-$470 -6,061 Closed
Fisher Asset Management
1238
Fisher Asset Management
Washington
-$404K -5,200 Closed
PI
1239
PineBridge Investments
New York
-$389K -5,021 Closed
AMM
1240
American Money Management
California
-$368K -4,740 Closed
EA
1241
Efficient Advisors
Ohio
-$365K -4,698 Closed
SAM
1242
SignalPoint Asset Management
Missouri
-$327K -4,213 Closed
PIA
1243
Peachtree Investment Advisors
Georgia
-$326K -4,197 Closed
ACP
1244
Aveo Capital Partners
Colorado
-$287K -3,692 Closed
CCM
1245
Crossvault Capital Management
Texas
-$282K -3,633 Closed
ALIONA
1246
Allianz Life Insurance of North America
Minnesota
-$272K -3,501 Closed
Voloridge Investment Management
1247
Voloridge Investment Management
Florida
-$272K -3,499 Closed
NI
1248
Numeric Investors
Massachusetts
-$264K -3,400 Closed
AZA
1249
Arthur Zaske & Associates
Michigan
-$259K -3,333 Closed
RFCA
1250
R&F Capital Advisors
New York
-$258K -3,318 Closed