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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
SIM
1226
Sonora Investment Management
Arizona
$80K +$32K +366 +63%
SBL
1227
Sargent Bickham Lagudis
Colorado
$79K -$21.3K -244 -21%
MWM
1228
Mascoma Wealth Management
New Hampshire
$78K -$121K -1,381 -58%
OIA
1229
OneDigital Investment Advisors
Kansas
$77K +$43.2K +494 +115%
GFP
1230
Gryphon Financial Partners
Ohio
$75K +$78.1K +894 New
AC
1231
Avestar Capital
New York
$74K +$79.9K +915 New
CA
1232
Centerpoint Advisors
Massachusetts
$71K +$73.6K +843 New
FMTCOCP
1233
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$71K +$15.4K +176 +26%
CWM
1234
Cranbrook Wealth Management
Michigan
$70K
WIM
1235
Westside Investment Management
California
$69.1K -$611 -7 -0.8%
TWA
1236
TCI Wealth Advisors
Arizona
$66K +$34.9K +400 +104%
VC
1237
Vestor Capital
Illinois
$64K
SWMG
1238
Signature Wealth Management Group
Georgia
$64K +$66.2K +758 New
AF
1239
Advisornet Financial
Minnesota
$61K +$63.6K +728 New
FCMT
1240
Founders Capital Management (Texas)
Texas
$60K
CWM
1241
Catamount Wealth Management
Connecticut
$59K +$61.1K +700 New
KA
1242
Kaizen Advisory
Illinois
$57K +$59.6K +682 New
SIAS
1243
Shine Investment Advisory Services
Colorado
$56K
FPS
1244
Fieldpoint Private Securities
Connecticut
$56K +$39.3K +450 +214%
MWM
1245
MinichMacGregor Wealth Management
New York
$53K +$87 +1 +0.2%
PFGIA
1246
Patriot Financial Group Insurance Agency
Massachusetts
$53K +$35.1K +402 +155%
CPA
1247
Clear Perspective Advisors
Illinois
$50K -$3.41K -39 -6%
HWP
1248
Hefty Wealth Partners
Indiana
$50K
CIA
1249
Cascade Investment Advisors
Oregon
$49.2K
AF
1250
Allworth Financial
California
$49K