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Duke Energy

1,212 hedge funds and large institutions have $32.1B invested in Duke Energy in 2017 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 481 increasing their positions, 442 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $267M | Put options by funds: $180M

23% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 66

7% more capital invested

Capital invested by funds: $30B → $32.1B (+$2.08B)

9% more repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 442

0% more funds holding

Funds holding: 1,2091,212 (+3)

0.16% less ownership

Funds ownership: 55.95%55.79% (-0.16%)

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

Holders
1,212
Holders Change
+3
Holders Change %
+0.25%
% of All Funds
30.17%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.4%
New
81
Increased
481
Reduced
442
Closed
66
Calls
$267M
Puts
$180M
Net Calls
+$86.4M
Net Calls Change
+$20.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
151
Castleton Investment Management
Connecticut
$18.3M +$600K +7,547 +4%
HighTower Advisors
152
HighTower Advisors
Illinois
$17.9M +$1.75M +22,068 +11%
Toronto Dominion Bank
153
Toronto Dominion Bank
Ontario, Canada
$17.7M +$5.93M +74,590 +53%
BMO
154
Beck Mack & Oliver
New York
$17.7M +$249K +3,134 +1%
CCMH
155
Cornerstone Capital Management Holdings
New York
$17.6M +$568K +7,141 +3%
GIBU
156
Gulf International Bank (UK)
United Kingdom
$17.5M +$370K +4,650 +2%
Jacobs Levy Equity Management
157
Jacobs Levy Equity Management
New Jersey
$17.2M +$7.23M +91,010 +77%
TPSF
158
Texas Permanent School Fund
Texas
$16.8M -$156K -1,967 -1%
MHC
159
Meyer Handelman Company
New York
$16.7M -$79.5K -1,000 -0.5%
Schroder Investment Management Group
160
Schroder Investment Management Group
United Kingdom
$16.5M -$412K -5,178 -3%
NFA
161
Nationwide Fund Advisors
Ohio
$16.2M +$584K +7,346 +4%
MAM
162
Magellan Asset Management
Australia
$16M -$2.63M -33,136 -14%
State of Tennessee, Department of Treasury
163
State of Tennessee, Department of Treasury
Tennessee
$15.7M -$2.8M -35,287 -16%
BC
164
Blackstart Capital
New York
$15.7M +$1.39M +17,506 +10%
PAM
165
Panagora Asset Management
Massachusetts
$15.6M +$11.2M +140,797 +286%
WIC
166
Willis Investment Counsel
Georgia
$15.4M +$2.38M +29,985 +19%
Los Angeles Capital Management
167
Los Angeles Capital Management
California
$15.3M -$957K -12,040 -6%
JFL
168
Jarislowsky, Fraser Ltd
Quebec, Canada
$15.2M +$41.1K +517 +0.3%
HIMCH
169
Hartford Investment Management Co (HIMCO)
Connecticut
$15M -$818K -10,297 -5%
Janney Montgomery Scott
170
Janney Montgomery Scott
Pennsylvania
$14.7M +$9.62K +121 +0.1%
Nomura Asset Management
171
Nomura Asset Management
Japan
$14.7M +$170K +2,139 +1%
Baird Financial Group
172
Baird Financial Group
Wisconsin
$14.1M -$685K -8,612 -5%
Truist Financial
173
Truist Financial
North Carolina
$13.8M -$1.64M -20,584 -11%
PFM
174
Parsec Financial Management
North Carolina
$13.7M +$439K +5,521 +3%
KBC Group
175
KBC Group
Belgium
$13.4M -$15.2M -191,250 -54%