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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 %
ADBIC
426
A.D. Beadell Investment Counsel
Wisconsin
$2.75M -$31.3K -388 -1%
SWM
427
Segment Wealth Management
Texas
$2.75M +$39.4K +488 +1%
HA
428
Hamel Associates
New Jersey
$2.74M +$948K +11,750 +53%
BIA
429
Biondo Investment Advisors
Pennsylvania
$2.73M -$1.03M -12,760 -27%
IIM
430
Ipswich Investment Management
Massachusetts
$2.71M +$4.48K +56 +0.2%
Verition Fund Management
431
Verition Fund Management
Connecticut
$2.7M -$5M -62,000 -65%
RIA
432
Regal Investment Advisors
Michigan
$2.69M -$84.2K -1,044 -3%
TF
433
Tompkins Financial
New York
$2.68M +$2.11M +26,092 +366%
MBTD
434
Mechanics Bank - Trust Department
California
$2.67M +$461K +5,717 +21%
TFA
435
Transamerica Financial Advisors
Florida
$2.65M +$391K +4,850 +17%
AWA
436
ARS Wealth Advisors
Florida
$2.64M +$1.98M +24,578 +304%
SLI
437
Sumitomo Life Insurance
Japan
$2.63M -$79.6K -986 -3%
MA
438
Marshwinds Advisory
Georgia
$2.62M -$212K -2,626 -7%
TCMG
439
TSP Capital Management Group
New Jersey
$2.61M -$52.4K -650 -2%
SA
440
Strategic Advisors
New York
$2.61M +$68.6K +850 +3%
AUB
441
Atlantic Union Bankshares
Virginia
$2.59M +$237K +2,943 +10%
CSS
442
Cubist Systematic Strategies
Connecticut
$2.55M +$1.83M +22,669 +254%
CI
443
Conning Inc
Connecticut
$2.55M -$627K -7,770 -20%
MCM
444
Murphy Capital Management
New Jersey
$2.54M +$5K +62 +0.2%
VAM
445
Visionary Asset Management
Texas
$2.53M +$2.53M +31,326 New
HDIM
446
Hanson & Doremus Investment Management
Vermont
$2.52M +$103K +1,282 +4%
AI
447
Analytic Investors
California
$2.52M -$536K -6,641 -18%
BFA
448
Benedict Financial Advisors
Georgia
$2.52M +$36.8K +456 +1%
NLI
449
Nippon Life Insurance
Japan
$2.52M +$24.8K +307 +1%
KRSITF
450
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.51M +$433K +5,367 +21%