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Duke Energy

1,014 hedge funds and large institutions have $29.3B invested in Duke Energy in 2014 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 384 increasing their positions, 399 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,014
Holders Change
-5
Holders Change %
-0.49%
% of All Funds
29.16%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.35%
New
55
Increased
384
Reduced
399
Closed
54
Calls
$260M
Puts
$117M
Net Calls
+$143M
Net Calls Change
+$8.16M
Name Holding Trade Value Shares
Change
Shares
Change %
FAAS
351
First Allied Advisory Services
California
$3.49M -$333K -4,484 -9%
MAM
352
Martingale Asset Management
Massachusetts
$3.47M +$179K +2,406 +5%
CAM
353
Capstone Asset Management
Texas
$3.45M -$511K -6,886 -13%
MA
354
MUFG Americas
New York
$3.43M -$65.4K -881 -2%
SM
355
Stratton Management
Pennsylvania
$3.39M -$268K -3,609 -7%
OPCM
356
Osborne Partners Capital Management
California
$3.39M -$54.6K -736 -2%
DG
357
Davidson & Garrard
Virginia
$3.34M -$30K -404 -0.9%
CIA
358
Capital Investment Advisors
Georgia
$3.3M -$8.46K -114 -0.3%
PJSIMP
359
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.3M -$1.1M -14,823 -25%
SCCM
360
Schafer Cullen Capital Management
New York
$3.23M +$16.3K +220 +0.5%
VIP
361
Vantage Investment Partners
Missouri
$3.22M +$158K +2,136 +5%
WIC
362
Woodmont Investment Counsel
Tennessee
$3.17M -$2.45K -33 -0.1%
AIP
363
Ameritas Investment Partners
Nebraska
$3.17M -$10K -135 -0.3%
RC
364
RBO & Co
California
$3.15M -$18.6K -251 -0.6%
ST
365
Spot Trading
Illinois
$3.13M -$2.2M -29,603 -41%
CL
366
Choreo LLC
Illinois
$3.11M -$22.8K -307 -0.7%
MA
367
Marshwinds Advisory
Georgia
$3.11M +$45.3K +611 +1%
OA
368
OFI Advisors
Pennsylvania
$3.11M +$618K +8,332 +25%
SSWM
369
Smith Salley Wealth Management
North Carolina
$3.09M +$1.98M +26,670 +177%
TC
370
Travelers Companies
Minnesota
$3.07M
Nisa Investment Advisors
371
Nisa Investment Advisors
Missouri
$3.07M -$701K -9,450 -19%
MIM
372
Macroview Investment Management
Maryland
$3.07M +$214K +2,879 +7%
KIA
373
KCM Investment Advisors
California
$3.02M +$134K +1,803 +5%
SCM
374
Shelton Capital Management
Colorado
$3.02M +$579K +7,800 +24%
B
375
Barings
North Carolina
$3.01M -$2.65M -35,700 -47%