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Duke Energy

1,133 hedge funds and large institutions have $30.9B invested in Duke Energy in 2016 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 490 increasing their positions, 357 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,133
Holders Change
+37
Holders Change %
+3.38%
% of All Funds
30.24%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.69%
New
100
Increased
490
Reduced
357
Closed
52
Calls
$253M
Puts
$123M
Net Calls
+$130M
Net Calls Change
+$39.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PJSIMP
401
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.09M +$987K +12,236 +47%
WWM
402
Willingdon Wealth Management
North Carolina
$3.07M -$693K -8,593 -18%
PAG
403
Private Advisor Group
New Jersey
$3.05M -$88.4K -1,108 -3%
SCCM
404
Schafer Cullen Capital Management
New York
$3.04M -$23.6K -292 -0.8%
Teacher Retirement System of Texas
405
Teacher Retirement System of Texas
Texas
$3.02M +$1.67M +20,702 +123%
IWA
406
Intercontinental Wealth Advisors
Texas
$3.02M -$459K -5,684 -13%
ISB
407
Iowa State Bank
Iowa
$3.01M +$7.67K +95 +0.3%
AOWM
408
Alpha Omega Wealth Management
Virginia
$3M -$39.6K -491 -1%
LIA
409
LS Investment Advisors
Michigan
$2.98M -$53.3K -660 -2%
SW
410
SVB Wealth
Massachusetts
$2.93M +$283K +3,503 +11%
RWM
411
Rench Wealth Management
Texas
$2.92M -$21.7K -269 -0.7%
OCM
412
Orleans Capital Management
Louisiana
$2.92M -$56.6K -702 -2%
JIC
413
Johnson Investment Counsel
Ohio
$2.88M +$154K +1,909 +6%
WSFS
414
Wilmington Savings Fund Society
Delaware
$2.87M +$61.5K +763 +2%
FSA
415
Franklin Street Advisors
North Carolina
$2.86M -$30.1K -373 -1%
HIMC
416
Heritage Investors Management Corp
Maryland
$2.85M -$69.5K -861 -2%
BB
417
Bell Bank
North Dakota
$2.84M +$48.6K +602 +2%
CGT
418
Capital Guardian Trust
California
$2.81M +$17.4K +216 +0.6%
CA
419
Commerzbank Aktiengesellschaft
Germany
$2.81M -$714K -8,851 -20%
FBNAT
420
FirstMerit Bank N.A. Trustee
Ohio
$2.81M +$64.3K +797 +2%
Brown Advisory
421
Brown Advisory
Maryland
$2.8M +$164K +2,032 +6%
LCM
422
Logan Capital Management
Pennsylvania
$2.78M
LW
423
Linscomb Wealth
Texas
$2.78M +$246K +3,047 +10%
NPC
424
National Planning Corporation
California
$2.76M -$791K -9,960 -22%
RC
425
RBO & Co
California
$2.76M