We are live on ! Find out more
DUK icon

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
BCP
1326
Blackhawk Capital Partners
Wisconsin
$7K +$7.6K +87 New
FA
1327
Fortis Advisors
Pennsylvania
$6K +$5.94K +68 New
AWM
1328
Avondale Wealth Management
Texas
$6K +$6.2K +71 New
PO
1329
Private Ocean
California
$5K +$5.15K +59 New
SFG
1330
SevenBridge Financial Group
Pennsylvania
$3K
SGAM
1331
Smith Group Asset Management
Texas
$3K
TCA
1332
Tortoise Capital Advisors
Kansas
$3K
MPPLM
1333
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3K +$2.88K +33 New
SQA
1334
Simon Quick Advisors
New Jersey
$3K +$3.84K +44 New
Walleye Trading
1335
Walleye Trading
New York
$2.85K +$1.5M +17,118 +102%
ECM
1336
Exchange Capital Management
Michigan
$2K
MUS
1337
Mitsubishi UFJ Securities
Japan
$1K -$874 -10 -50%
CIM
1338
Contravisory Investment Management
Massachusetts
$1K +$699 +8 New
PCG
1339
Private Capital Group
Connecticut
$417 +$14.8K +169 New
BHB
1340
Bank Hapoalim BM
Israel
$336 -$50.7K -580 -13%
RJFSA
1341
Raymond James Financial Services Advisors
Florida
-$28.7M -342,054 Closed
Credit Agricole
1342
Credit Agricole
France
-$20.6M -244,971 Closed
NFA
1343
Nationwide Fund Advisors
Ohio
-$16.6M -197,222 Closed
DF
1344
Donoghue Forlines
Massachusetts
-$15.4M -184,078 Closed
TIAAOA
1345
Teachers Insurance & Annuity Association of America
New York
-$9.01M -107,400 Closed
WA
1346
Wasatch Advisors
Utah
-$6.58M -78,438 Closed
ICOA
1347
Investment Centers of America
North Dakota
-$3.53M -42,098 Closed
CA
1348
Clearstead Advisors
Ohio
-$2.86M -34,035 Closed
VAM
1349
Visionary Asset Management
Texas
-$2.68M -31,927 Closed
BVDMP
1350
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
-$2.65M -31,633 Closed