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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
LPL Financial
126
LPL Financial
California
$26.1M +$5.14M +58,786 +23%
DZ Bank
127
DZ Bank
Germany
$25.8M -$707K -8,091 -3%
N
128
Nuveen
North Carolina
$25.5M -$6.3M -72,128 -19%
Schroder Investment Management Group
129
Schroder Investment Management Group
United Kingdom
$25M +$1.65M +18,877 +7%
ST
130
Sabal Trust
Florida
$24.8M +$192K +2,194 +0.7%
LTFS
131
Ladenburg Thalmann Financial Services
Florida
$24.8M +$1.94M +22,197 +8%
ACI
132
AMP Capital Investors
Australia
$24.1M +$653K +7,471 +3%
ASRS
133
Arizona State Retirement System
Arizona
$23.6M +$1.16M +13,259 +5%
BCIM
134
British Columbia Investment Management
British Columbia, Canada
$23.5M +$1.97M +22,570 +9%
State of New Jersey Common Pension Fund D
135
State of New Jersey Common Pension Fund D
New Jersey
$22.8M -$2.53M -29,000 -10%
HighTower Advisors
136
HighTower Advisors
Illinois
$22.7M +$1.68M +19,289 +8%
VRS
137
Virginia Retirement Systems
Virginia
$22.7M -$17.5K -200 -0.1%
AAMU
138
Amundi Asset Management US
Massachusetts
$22.2M +$23.1M +263,940 New
UB
139
UMB Bank
Missouri
$22.2M +$230K +2,633 +1%
BSPF
140
British Steel Pension Fund
United Kingdom
$21.7M
CB
141
Commerce Bank
Missouri
$21.6M +$2.12M +24,299 +10%
ELC
142
Edgar Lomax Company
Virginia
$21.3M -$709K -8,115 -3%
BAPIM
143
British Airways Pensions Investment Management
United Kingdom
$21.2M -$17.1M -196,328 -44%
TU
144
TDAM USA
Ontario, Canada
$20.8M -$1.14M -13,062 -5%
VDI
145
Vaughan David Investments
Illinois
$20.8M -$411K -4,704 -2%
State of Tennessee, Department of Treasury
146
State of Tennessee, Department of Treasury
Tennessee
$20.6M +$4.8M +55,007 +29%
SOMRS
147
State of Michigan Retirement System
Michigan
$19.7M -$629K -7,200 -3%
MAM
148
Magellan Asset Management
Australia
$19M -$193K -2,209 -1%
AIG
149
American International Group
New York
$18.9M +$1.43M +16,321 +8%
SOADOR
150
State of Alaska Department of Revenue
Alaska
$18.7M +$5.64M +64,608 +41%