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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
FP
1351
FDO Partners
Massachusetts
-$1.95M -23,194 Closed
Jacobs Levy Equity Management
1352
Jacobs Levy Equity Management
New Jersey
-$1.86M -22,161 Closed
NPC
1353
National Planning Corporation
California
-$1.83M -21,868 Closed
NLI
1354
Nippon Life Insurance
Japan
-$1.82M -21,731 Closed
Point72 Asset Management
1355
Point72 Asset Management
Connecticut
-$1.81M -21,600 Closed
LSV Asset Management
1356
LSV Asset Management
Illinois
-$1.42M -16,900 Closed
NIMI
1357
Natixis Investment Managers International
France
-$1.23M -14,623 Closed
AP
1358
AHL Partners
United Kingdom
-$1.2M -14,314 Closed
VIA
1359
Virtus Investment Advisers
Connecticut
-$1.06M -12,682 Closed
AL
1360
Aspiriant LLC
California
-$880K -10,484 Closed
Simplex Trading
1361
Simplex Trading
Illinois
-$812K -9,300 Closed
FAM
1362
Formidable Asset Management
Ohio
-$545K -6,491 Closed
IAM
1363
Impax Asset Management
New Hampshire
-$495K -5,903 Closed
JIP
1364
Jaffetilchin Investment Partners
Florida
-$391K -4,656 Closed
BMC
1365
Benin Management Corp
Connecticut
-$373K -4,446 Closed
PCMC
1366
Paragon Capital Management (Colorado)
Colorado
-$338K -4,025 Closed
CWP
1367
Capital Wealth Planning
Florida
-$337K -4,021 Closed
NAMA
1368
Nikko Asset Management Americas
New York
-$336K -4,000 Closed
EGA
1369
E&G Advisors
Texas
-$327K -3,900 Closed
JIM
1370
Jupiter Investment Management
United Kingdom
-$323K -3,853 Closed
AIA
1371
Allegis Investment Advisors
Idaho
-$300K -3,569 Closed
FCFC
1372
First Commonwealth Financial Corp
Pennsylvania
-$283K -3,379 Closed
PGIM
1373
Pacific Global Investment Management
California
-$256K -3,054 Closed
TAF
1374
Tredje AP-fonden
Sweden
-$247K -2,827 -100%
HK
1375
Horizon Kinetics
New York
-$227K -2,708 Closed