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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.33B +$55.6M +636,068 +1%
BlackRock
2
BlackRock
New York
$3.83B +$37.1M +424,604 +0.9%
State Street
3
State Street
Massachusetts
$2.79B -$14.7M -168,456 -0.5%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.32B +$139M +1,592,971 +11%
Franklin Resources
5
Franklin Resources
California
$849M -$11M -126,364 -1%
Federated Hermes
6
Federated Hermes
Pennsylvania
$800M +$479K +5,485 +0.1%
Northern Trust
7
Northern Trust
Illinois
$776M -$15.4M -176,478 -2%
Invesco
8
Invesco
Georgia
$685M -$17M -194,802 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$629M +$14.5M +165,972 +2%
Bank of America
10
Bank of America
North Carolina
$619M -$184M -2,104,428 -22%
Deutsche Bank
11
Deutsche Bank
Germany
$541M +$6.86M +78,580 +1%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$450M -$57.5M -658,657 -11%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$448M -$6.3M -72,175 -1%
Legal & General Group
14
Legal & General Group
United Kingdom
$421M -$2.53M -28,997 -0.6%
Capital World Investors
15
Capital World Investors
California
$412M
EIP
16
Epoch Investment Partners
New York
$403M +$890K +10,187 +0.2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$402M -$506K -5,794 -0.1%
Goldman Sachs
18
Goldman Sachs
New York
$387M +$33.2M +379,865 +9%
Capital Research Global Investors
19
Capital Research Global Investors
California
$378M -$365M -4,184,059 -48%
Renaissance Technologies
20
Renaissance Technologies
New York
$362M +$154M +1,760,350 +69%
JP Morgan Chase
21
JP Morgan Chase
New York
$337M +$1.96M +22,460 +0.6%
Morgan Stanley
22
Morgan Stanley
New York
$327M -$46.5M -532,180 -12%
State Farm Mutual Automobile Insurance
23
State Farm Mutual Automobile Insurance
Illinois
$320M
Fidelity Investments
24
Fidelity Investments
Massachusetts
$314M -$68.4M -782,740 -17%
Wells Fargo
25
Wells Fargo
California
$299M +$11.2M +128,752 +4%