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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
CTA
176
Colonial Trust Advisors
South Carolina
$14.3M +$3.04M +34,779 +26%
QIM
177
Quantitative Investment Management
Virginia
$14.3M -$2.37M -27,100 -14%
SF
178
Synovus Financial
Georgia
$14.1M +$563K +6,447 +4%
Natixis Advisors
179
Natixis Advisors
Massachusetts
$14M +$3.45M +39,440 +31%
SCM
180
Stevens Capital Management
Pennsylvania
$14M +$14.5M +166,116 New
Truist Financial
181
Truist Financial
North Carolina
$13.9M -$233K -2,662 -2%
WRF
182
Waddell & Reed Financial
Kansas
$13.9M
PFM
183
Parsec Financial Management
North Carolina
$13.8M -$316K -3,615 -2%
Cambridge Investment Research Advisors
184
Cambridge Investment Research Advisors
Iowa
$13.5M +$1.03M +11,758 +8%
GCC
185
Guardian Capital (Canada)
Ontario, Canada
$13.4M +$43.9K +502 +0.3%
NMIMC
186
Northwestern Mutual Investment Management Company
Wisconsin
$13.3M +$102K +1,173 +0.7%
HNB
187
Huntington National Bank
Ohio
$13.3M +$131K +1,503 +1%
MHC
188
Meyer Handelman Company
New York
$13.1M -$4.37M -50,016 -24%
HIMCH
189
Hartford Investment Management Co (HIMCO)
Connecticut
$13.1M -$744K -8,518 -5%
SI
190
Stephens Inc
Arkansas
$13M -$582K -6,666 -4%
BG
191
Bollard Group
Massachusetts
$13M +$159K +1,819 +1%
CCMH
192
Cornerstone Capital Management Holdings
New York
$12.8M -$5.1M -58,395 -28%
Citadel Advisors
193
Citadel Advisors
Florida
$12.7M -$56.8M -650,060 -81%
SEI Investments
194
SEI Investments
Pennsylvania
$12.7M -$146K -1,671 -1%
PIA
195
Piedmont Investment Advisors
North Carolina
$12.7M -$43.5K -498 -0.3%
HAM
196
Highstreet Asset Management
Ontario, Canada
$12.7M +$10.7M +122,984 +446%
GGI
197
Godsey & Gibb Inc
Virginia
$12.6M -$308K -3,527 -2%
CAI
198
Capital Advisors Inc
Oklahoma
$12.5M -$240K -2,746 -2%
CFA
199
Carroll Financial Associates
North Carolina
$12.4M +$146K +1,676 +1%
TF
200
TIAA FSB
Florida
$12.4M +$585K +6,698 +5%