We are live on ! Find out more
DUK icon

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
CDH
201
Charles D. Hyman
$12.1M +$396K +4,533 +3%
Calamos Advisors
202
Calamos Advisors
Illinois
$12.1M -$271K -3,104 -2%
Zurich Cantonal Bank
203
Zurich Cantonal Bank
Switzerland
$11.9M -$1.27M -14,582 -9%
CWM
204
CIBC World Markets
New York
$11.9M +$3.46M +39,593 +39%
FCI
205
Financial Counselors Inc
Kansas
$11.7M +$37.9K +434 +0.3%
TAM
206
Tocqueville Asset Management
New York
$11.7M -$256K -2,930 -2%
Public Employees Retirement Association of Colorado
207
Public Employees Retirement Association of Colorado
Colorado
$11.2M +$834K +9,542 +8%
TNB
208
Thomasville National Bank
Georgia
$11.2M -$771K -8,825 -6%
CIC
209
Crawford Investment Counsel
Georgia
$11.1M +$1.21M +13,832 +12%
PR
210
Payden & Rygel
California
$11.1M +$1.94M +22,200 +20%
FWIA
211
Fort Washington Investment Advisors
Ohio
$11M -$19K -217 -0.2%
OTPPB
212
Ontario Teachers' Pension Plan Board
Ontario, Canada
$11M +$115K +1,319 +1%
URS
213
Utah Retirement Systems
Utah
$11M +$166K +1,900 +1%
CIC
214
Canal Insurance Company
South Carolina
$10.9M
OC
215
Oppenheimer & Co
New York
$10.8M -$148K -1,698 -1%
FAF
216
Fjarde Ap-fonden
Sweden
$10.8M -$748K -8,567 -6%
AAM
217
Advisors Asset Management
Colorado
$10.7M -$37.6K -430 -0.3%
QAM
218
QCI Asset Management
New York
$10.6M +$449K +5,136 +4%
VIP
219
Vantage Investment Partners
Missouri
$10.5M -$1.98M -22,681 -15%
BC
220
Blackstart Capital
New York
$10.4M +$10.8M +123,702 New
SIM
221
Sadoff Investment Management
Wisconsin
$10.4M -$14.6K -167 -0.1%
KBC Group
222
KBC Group
Belgium
$10.4M -$1.19M -13,589 -10%
IG
223
ING Group
Netherlands
$10.3M +$3.65M +41,808 +52%
CIBC Asset Management
224
CIBC Asset Management
Ontario, Canada
$10.3M +$67.3K +771 +0.6%
FMLI
225
Fukoku Mutual Life Insurance
Japan
$10.2M