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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
Public Sector Pension Investment Board (PSP Investments)
176
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.1M +$556K +7,000 +5%
GGI
177
Godsey & Gibb Inc
Virginia
$13M -$29.5K -371 -0.2%
SI
178
Stephens Inc
Arkansas
$13M +$79.6K +1,002 +0.6%
EIM
179
ExxonMobil Investment Management
Texas
$12.7M -$327K -4,108 -3%
HNB
180
Huntington National Bank
Ohio
$12.7M +$771K +9,698 +7%
CAI
181
Capital Advisors Inc
Oklahoma
$12.4M +$1.38M +17,349 +13%
BG
182
Bollard Group
Massachusetts
$12.2M +$928K +11,675 +9%
PIA
183
Piedmont Investment Advisors
North Carolina
$12M +$103K +1,296 +0.9%
Creative Planning
184
Creative Planning
Kansas
$11.8M +$1.05M +13,193 +10%
GCC
185
Guardian Capital (Canada)
Ontario, Canada
$11.7M +$2.51M +31,630 +28%
FCI
186
Financial Counselors Inc
Kansas
$11.6M -$39.3K -495 -0.3%
NMIMC
187
Northwestern Mutual Investment Management Company
Wisconsin
$11.6M +$4.95M +62,311 +79%
Calamos Advisors
188
Calamos Advisors
Illinois
$11.6M -$45.3K -570 -0.4%
SF
189
Synovus Financial
Georgia
$11.5M +$312K +3,928 +3%
TAM
190
Tocqueville Asset Management
New York
$11.4M +$13.1K +165 +0.1%
Cambridge Investment Research Advisors
191
Cambridge Investment Research Advisors
Iowa
$11.4M +$470K +5,907 +4%
IA
192
IFP Advisors
Florida
$11.4M +$146K +1,835 +1%
CDH
193
Charles D. Hyman
$11.2M +$289K +3,633 +3%
VIP
194
Vantage Investment Partners
Missouri
$10.9M +$1.07M +13,468 +11%
FWIA
195
Fort Washington Investment Advisors
Ohio
$10.7M -$266K -3,349 -2%
RFC
196
Regions Financial Corp
Alabama
$10.7M -$139K -1,753 -1%
HI
197
Honeywell International
North Carolina
$10.7M
TNB
198
Thomasville National Bank
Georgia
$10.6M +$10.3M +129,406 New
Public Employees Retirement Association of Colorado
199
Public Employees Retirement Association of Colorado
Colorado
$10.6M -$356K -4,483 -3%
OTPPB
200
Ontario Teachers' Pension Plan Board
Ontario, Canada
$10.5M +$834K +10,495 +9%