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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.98B +$153M +1,918,598 +4%
BlackRock
2
BlackRock
New York
$3.5B +$3.28B +41,268,968 +2,866%
State Street
3
State Street
Massachusetts
$2.78B +$35.9M +451,100 +1%
Capital Research Global Investors
4
Capital Research Global Investors
California
$939M -$169M -2,124,613 -16%
Franklin Resources
5
Franklin Resources
California
$838M -$560K -7,046 -0.1%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$773M +$186M +2,345,114 +33%
Federated Hermes
7
Federated Hermes
Pennsylvania
$765M +$2.13M +26,815 +0.3%
Northern Trust
8
Northern Trust
Illinois
$736M +$35.6M +447,658 +5%
Invesco
9
Invesco
Georgia
$689M +$47.9M +602,411 +8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$585M +$45.1M +567,019 +9%
Bank of America
11
Bank of America
North Carolina
$512M -$3.14M -39,503 -0.6%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$505M +$6.85M +86,230 +1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$474M -$1.46M -18,346 -0.3%
Deutsche Bank
14
Deutsche Bank
Germany
$442M +$4M +50,307 +0.9%
EIP
15
Epoch Investment Partners
New York
$429M +$59.1M +743,146 +17%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$403M +$91.5M +1,151,408 +31%
Morgan Stanley
17
Morgan Stanley
New York
$403M +$78.4M +986,456 +25%
Capital World Investors
18
Capital World Investors
California
$402M -$107M -1,350,000 -22%
Legal & General Group
19
Legal & General Group
United Kingdom
$388M +$13.4M +168,181 +4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$359M +$28.7M +361,028 +9%
State Farm Mutual Automobile Insurance
21
State Farm Mutual Automobile Insurance
Illinois
$312M
Wells Fargo
22
Wells Fargo
California
$299M +$52.1M +656,042 +22%
Goldman Sachs
23
Goldman Sachs
New York
$288M +$20.4M +256,984 +8%
Renaissance Technologies
24
Renaissance Technologies
New York
$258M -$20.3M -255,100 -8%
Swiss National Bank
25
Swiss National Bank
Switzerland
$254M +$44.1M +555,000 +22%