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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
GSC
1276
G&S Capital
Colorado
$28K +$29.3K +335 New
ME
1277
McIlrath & Eck
Washington
$28K +$29.5K +338 New
FGC
1278
Financial Gravity Companies
Texas
$27K +$30.9K +354 New
RPC
1279
Rossmore Private Capital
Connecticut
$27K +$28K +321 New
LF
1280
Lee Financial
Texas
$26K
HCM
1281
Highlander Capital Management
New Jersey
$25K
PRS
1282
Pinkerton Retirement Specialists
Idaho
$25K +$26.2K +300 New
PCM
1283
Poehling Capital Management
Wisconsin
$25K +$26.2K +300 New
TFO
1284
Tarbox Family Office
California
$24K
POIA
1285
Pin Oak Investment Advisors
Texas
$24K +$25.2K +288 New
AWMS
1286
Advocacy Wealth Management Services
Georgia
$22K
SIA
1287
SeaBridge Investment Advisors
New Jersey
$22K
SHJ
1288
Sharkey, Howes & Javer
Colorado
$22K
Financial Engines Advisors
1289
Financial Engines Advisors
California
$22K +$22.7K +260 New
JWA
1290
JFS Wealth Advisors
Pennsylvania
$22K +$22.8K +261 New
TDC
1291
Thompson Davis & Co
Virginia
$21K -$22K -252 -51%
AP
1292
Atwood & Palmer
Missouri
$21K
LYV
1293
Live Your Vision
Pennsylvania
$21K
PW
1294
Price Wealth
Texas
$21K +$22.5K +258 New
AW
1295
Alpha Windward
Massachusetts
$20K -$3.06K -35 -13%
JFA
1296
JNBA Financial Advisors
Minnesota
$20K
LWA
1297
Lowe Wealth Advisors
Maryland
$20K
OFW
1298
Omnia Family Wealth
Florida
$20K +$12.5K +143 +151%
MCM
1299
Monument Capital Management
Virginia
$20K +$21.1K +242 New
RIA
1300
RPG Investment Advisory
California
$19K