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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
SOADOR
201
State of Alaska Department of Revenue
Alaska
$10.5M +$1.66M +20,909 +20%
CFA
202
Carroll Financial Associates
North Carolina
$10.4M +$2.84M +35,741 +39%
CA
203
Commerzbank Aktiengesellschaft
Germany
$10.4M +$1.48M +18,612 +17%
URS
204
Utah Retirement Systems
Utah
$10.4M +$7.95K +100 +0.1%
FA
205
FDx Advisors
Illinois
$10.3M -$1.4M -17,570 -12%
SC
206
SouthState Corp
Florida
$10.2M -$270K -3,401 -3%
OC
207
Oppenheimer & Co
New York
$10.1M +$349K +4,386 +4%
CIBC Asset Management
208
CIBC Asset Management
Ontario, Canada
$10.1M -$67.1K -844 -0.7%
TCT
209
TIAA CREF Trust
Missouri
$10M +$6.66M +83,848 +219%
FMLI
210
Fukoku Mutual Life Insurance
Japan
$9.98M -$191K -2,400 -2%
D.E. Shaw & Co
211
D.E. Shaw & Co
New York
$9.94M -$37.5M -472,342 -80%
QI
212
QS Investors
New York
$9.92M +$1.94M +24,441 +25%
ZIG
213
Zurich Insurance Group
Switzerland
$9.88M +$827K +10,401 +9%
GH
214
GAM Holding
Switzerland
$9.87M +$2.32M +29,200 +32%
VRS
215
Virginia Retirement Systems
Virginia
$9.83M
NBC
216
Neuberger Berman Canada
Ontario, Canada
$9.74M +$362K +4,559 +4%
Zurich Cantonal Bank
217
Zurich Cantonal Bank
Switzerland
$9.7M +$113K +1,419 +1%
SIM
218
Sadoff Investment Management
Wisconsin
$9.68M +$35.8K +450 +0.4%
Mitsubishi UFJ Asset Management
219
Mitsubishi UFJ Asset Management
Japan
$9.63M +$296K +3,726 +3%
CIC
220
Canal Insurance Company
South Carolina
$9.36M
TIAAOA
221
Teachers Insurance & Annuity Association of America
New York
$9.35M
WBC
222
Westpac Banking Corp
Australia
$9.24M
EB
223
Eastern Bank
Massachusetts
$9.23M -$873K -10,987 -9%
CFG
224
Citizens Financial Group
Rhode Island
$9.22M +$1.04M +13,041 +13%
CTA
225
Colonial Trust Advisors
South Carolina
$9.18M -$80.8K -1,017 -0.9%