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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
HFP
1301
Holistic Financial Partners
Indiana
$19K +$19.4K +222 New
TC
1302
Trust Company
Kansas
$18K
AS
1303
Altshuler Shaham
Israel
$18K +$19K +217 New
RWG
1304
Regal Wealth Group
California
$16K
SPI
1305
Santori & Peters Inc
Pennsylvania
$16K +$19.4K +222 New
GWA
1306
Guidant Wealth Advisors
Illinois
$15K
CTB
1307
Country Trust Bank
Illinois
$14K
AFNAS
1308
American Financial Network Advisory Services
California
$13K
OPWM
1309
Oak Point Wealth Management
Michigan
$13K +$14K +160 New
WOC
1310
West Oak Capital
California
$12.5K
LA
1311
Legacy Advisors
Pennsylvania
$11K -$6.64K -76 -36%
BC
1312
Barnett & Company
Tennessee
$11K
MFBTD
1313
MB Financial Bank - Trust Department
Illinois
$11K
BBA
1314
Braun-Bostich & Associates
Pennsylvania
$11K +$11K +126 New
AFIA
1315
America First Investment Advisors
Nebraska
$11K +$11.6K +133 New
SMG
1316
Spectrum Management Group
Indiana
$10K -$58.2K -666 -85%
WCM
1317
Wealthcare Capital Management
Virginia
$10K
1832 Asset Management
1318
1832 Asset Management
Ontario, Canada
$8K -$359K -4,109 -98%
ACM
1319
AUA Capital Management
Pennsylvania
$8K
MIM
1320
Macroview Investment Management
Maryland
$8K
PA
1321
Perennial Advisors
New York
$8K
RCG
1322
Ruggie Capital Group
Florida
$8K +$8.12K +93 New
SIS
1323
Sound Income Strategies
Florida
$8K +$9.52K +109 New
TG
1324
TLP Group
Illinois
$7K -$287K -3,289 -98%
TWMP
1325
Taylor Wealth Management Partners
Massachusetts
$7K -$39.3K -450 -84%