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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
BA
1251
BKS Advisors
Michigan
-$252K -3,252 Closed
ABTD
1252
Arvest Bank Trust Division
Oklahoma
-$248K -3,196 Closed
BA
1253
Bristol Advisors
Pennsylvania
-$217K -2,800 Closed
EWM
1254
Evermay Wealth Management
Virginia
-$216K -2,779 Closed
EM
1255
Excalibur Management
Massachusetts
-$215K -2,775 Closed
SAM
1256
Shamrock Asset Management
Texas
-$215K -2,771 Closed
GHA
1257
GW Henssler & Associates
Georgia
-$209K -2,691 Closed
RHBC
1258
R.H. Bluestein & Co
Michigan
-$202K -2,600 Closed
SSG
1259
Summit Securities Group
New York
-$202K -2,600 Closed
CCT
1260
Country Club Trust
Missouri
-$201K -2,588 Closed
GS
1261
GAM Systematic
United Kingdom
-$186K -2,399 Closed
DSI
1262
Daiwa SB Investments
Japan
-$166K -2,140 Closed
JIC
1263
Joel Isaacson & Co
New York
-$155K -1,995 Closed
Group One Trading
1264
Group One Trading
Illinois
-$127K -1,593 Closed
PIM
1265
Parasol Investment Management
Illinois
-$114K -1,465 Closed
ED
1266
Exane Derivatives
France
-$103K -1,321 Closed
ANBT
1267
American National Bank & Trust
Texas
-$96K -1,235 Closed
MBT
1268
Montecito Bank & Trust
California
-$41K -526 Closed
SIG
1269
Stanford Investment Group
California
-$31K -400 Closed
IWA
1270
IBEX Wealth Advisors
New Jersey
-$28K -357 Closed
EF
1271
Empirical Finance
Pennsylvania
-$25K -311 Closed
PRS
1272
Pinkerton Retirement Specialists
Idaho
-$20K -254 Closed
FAN
1273
Financial Advisors Network
California
-$6.71K -87 Closed
JIR
1274
James Investment Research
Ohio
-$5K -63 Closed
BWP
1275
Baldwin Wealth Partners
Massachusetts
-$5K -60 Closed