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Duke Energy

1,337 hedge funds and large institutions have $33.6B invested in Duke Energy in 2017 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 492 increasing their positions, 461 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,337
Holders Change
+119
Holders Change %
+9.77%
% of All Funds
30.37%
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
492
Reduced
461
Closed
52
Calls
$245M
Puts
$310M
Net Calls
-$65.1M
Net Calls Change
-$33.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SMDAM
351
Sumitomo Mitsui DS Asset Management
Japan
$4.22M -$311K -3,698 -7%
BIA
352
Barry Investment Advisors
Massachusetts
$4.2M -$81.3K -967 -2%
NI
353
Numeric Investors
Massachusetts
$4.2M +$2.3M +27,300 +121%
SDIC
354
South Dakota Investment Council
South Dakota
$4.17M +$850K +10,100 +26%
BL
355
BCWM LLC
Kansas
$4.09M +$44.4K +528 +1%
LDB
356
Lee, Danner & Bass
Tennessee
$4.07M -$200K -2,380 -5%
WSFS
357
Wilmington Savings Fund Society
Delaware
$4.07M -$26.8K -319 -0.7%
AIM
358
Anchor Investment Management
South Carolina
$4M +$50.4K +599 +1%
CAM
359
Close Asset Management
United Kingdom
$3.99M -$96.7K -1,150 -2%
BCM
360
Birmingham Capital Management
Alabama
$3.98M -$8.41K -100 -0.2%
MYAM
361
Meiji Yasuda Asset Management
Japan
$3.96M +$75.7K +900 +2%
GHAM
362
Gilman Hill Asset Management
Connecticut
$3.95M -$74.4K -885 -2%
RIL
363
Rothschild Investment LLC
Illinois
$3.94M +$35.7K +425 +0.9%
MC
364
Moors & Cabot
Massachusetts
$3.91M +$258K +3,069 +7%
SWP
365
Stratos Wealth Partners
Ohio
$3.89M -$74.7K -888 -2%
CTC
366
Central Trust Company
Missouri
$3.88M -$236K -2,811 -6%
ACM
367
Argyle Capital Management
Pennsylvania
$3.87M
FIM
368
Foresters Investment Management
New York
$3.86M -$254K -3,021 -6%
AUB
369
Atlantic Union Bankshares
Virginia
$3.86M -$12K -143 -0.3%
CWM
370
Calamos Wealth Management
Illinois
$3.85M -$16K -190 -0.4%
CIA
371
Capital Investment Advisors
Georgia
$3.83M +$116K +1,381 +3%
CFSG
372
Community Financial Services Group
Vermont
$3.79M +$15.4K +183 +0.4%
JGUA
373
John G. Ullman & Associates
New York
$3.77M -$39.9K -474 -1%
LW
374
Linscomb Wealth
Texas
$3.76M +$198K +2,355 +6%
AOWM
375
Alpha Omega Wealth Management
Virginia
$3.75M +$211K +2,504 +6%