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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
APSP
1251
Asset Planning Services (Pennsylvania)
Pennsylvania
$46K +$524 +6 +1%
BFEC
1252
Benjamin F. Edwards & Company
Missouri
$44K -$46.6K -534 -50%
PCFFS
1253
Pacific Center for Financial Services
California
$44K +$15.2K +174 +50%
SA
1254
SRH Advisors
Kansas
$43K
WAS
1255
Winch Advisory Services
Wisconsin
$41K +$7.86K +90 +23%
JGIA
1256
Jackson Grant Investment Advisers
Connecticut
$38K -$77.4K -886 -66%
FWM
1257
Focused Wealth Management
New York
$38K -$2.18K -25 -5%
OWA
1258
One Wealth Advisors
California
$38K +$39.2K +449 New
LWM
1259
Lenox Wealth Management
Ohio
$37K -$26.2K -300 -41%
DPA
1260
Delphi Private Advisors
California
$37K +$38K +435 New
MIP
1261
Mondrian Investment Partners
United Kingdom
$36K
HT
1262
Heritage Trust
Oklahoma
$35K
WB
1263
Webster Bank
Connecticut
$35K
BDWM
1264
Brewin Dolphin Wealth Management
Ireland
$33.6K +$34.9K +400 New
AIS
1265
Accurate Investment Solutions
Pennsylvania
$33K +$262 +3 +0.8%
BWA
1266
Burt Wealth Advisors
Maryland
$33K +$2.88K +33 +9%
LJHT
1267
Laurie J. Hall Trustee
$32K
MIFH
1268
Migdal Insurance & Financial Holdings
Israel
$32K +$9.61K +110 +40%
AI
1269
ArchPoint Investors
Florida
$30K
PMFA
1270
Plante Moran Financial Advisors
Michigan
$29K -$102K -1,164 -77%
TIM
1271
Tortoise Investment Management
New York
$29K +$30.4K +348 New
PCP
1272
Proficio Capital Partners
Massachusetts
$28K -$2.45K -28 -8%
HSA
1273
Hussman Strategic Advisors
Maryland
$28K
PCA
1274
Peddock Capital Advisors
Massachusetts
$28K
GWS
1275
Glassman Wealth Services
Virginia
$28K +$5.68K +65 +24%