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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
JCM
151
Janney Capital Management
Pennsylvania
$18.6M +$8.39K +96 +0%
GIBU
152
Gulf International Bank (UK)
United Kingdom
$18.6M
Envestnet Asset Management
153
Envestnet Asset Management
Illinois
$18.2M +$3.76M +43,000 +25%
MIM
154
MetLife Investment Management
New Jersey
$18.2M +$18.9M +216,550 New
CA
155
Commerzbank Aktiengesellschaft
Germany
$18.2M +$5.84M +66,880 +45%
BMO
156
Beck Mack & Oliver
New York
$17.8M -$177K -2,022 -0.9%
Comerica Bank
157
Comerica Bank
Texas
$17.7M -$71.4K -817 -0.4%
SC
158
Stralem & Co
New York
$17.5M -$2.87M -32,900 -14%
Bank of Nova Scotia
159
Bank of Nova Scotia
Ontario, Canada
$17.3M +$7.29M +83,433 +68%
Creative Planning
160
Creative Planning
Kansas
$17M +$1.19M +13,656 +7%
JG
161
Jefferies Group
New York
$16.9M +$8.41M +96,221 +92%
Macquarie Group
162
Macquarie Group
Australia
$16.4M -$214K -2,448 -0.7%
BNP Paribas Asset Management
163
BNP Paribas Asset Management
France
$16.2M +$2.35M +26,848 +16%
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$16.2M +$11.5M +131,890 +218%
TPSF
165
Texas Permanent School Fund
Texas
$16.1M -$253K -2,897 -1%
Nomura Asset Management
166
Nomura Asset Management
Japan
$16M +$525K +6,006 +3%
CA
167
Cortland Advisers
Delaware
$16M -$1.32M -15,078 -7%
Baird Financial Group
168
Baird Financial Group
Wisconsin
$15.9M +$421K +4,824 +3%
SAM
169
Shell Asset Management
Netherlands
$15.8M +$1.05M +12,032 +7%
WIC
170
Willis Investment Counsel
Georgia
$15.8M -$297K -3,397 -2%
PI
171
PGGM Investments
Netherlands
$15.5M -$20.5M -234,498 -56%
QI
172
QS Investors
New York
$15.3M +$836K +9,573 +6%
JFL
173
Jarislowsky, Fraser Ltd
Quebec, Canada
$15.3M +$61.4K +703 +0.4%
Janney Montgomery Scott
174
Janney Montgomery Scott
Pennsylvania
$15.1M -$99.8K -1,143 -0.6%
Kayne Anderson Rudnick Investment Management
175
Kayne Anderson Rudnick Investment Management
California
$14.9M +$15.5M +177,108 New