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Duke Energy

1,336 hedge funds and large institutions have $32.2B invested in Duke Energy in 2018 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 490 increasing their positions, 553 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,336
Holders Change
-1
Holders Change %
-0.07%
% of All Funds
30.66%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.5%
New
115
Increased
490
Reduced
553
Closed
102
Calls
$287M
Puts
$231M
Net Calls
+$55.7M
Net Calls Change
+$121M
Name Holding Trade Value Shares
Change
Shares
Change %
MBTD
451
Mechanics Bank - Trust Department
California
$2.32M -$120K -1,550 -5%
BCM
452
Buckhead Capital Management
Georgia
$2.32M -$143K -1,850 -6%
AIL
453
AGF Investments LLC
Ontario, Canada
$2.31M -$494K -6,378 -18%
LFAS
454
Level Four Advisory Services
Texas
$2.3M +$156K +2,018 +7%
BFA
455
Benedict Financial Advisors
Georgia
$2.3M -$32.4K -418 -1%
GCP
456
GSA Capital Partners
United Kingdom
$2.28M +$2.28M +29,403 New
SIG
457
Sky Investment Group
Connecticut
$2.27M +$389K +5,025 +21%
HDIM
458
Hanson & Doremus Investment Management
Vermont
$2.26M -$14.6K -189 -0.6%
MMHP
459
Murphy Middleton Hinkle & Parker
Georgia
$2.25M -$15.4K -199 -0.7%
MA
460
Marshwinds Advisory
Georgia
$2.24M +$2.17K +28 +0.1%
PHIMC
461
Private Harbour Investment Management & Counsel
Ohio
$2.24M -$101K -1,301 -4%
LA
462
Lynch & Associates
Indiana
$2.22M -$55.9K -722 -2%
TA
463
Tiedemann Advisors
New York
$2.22M +$649K +8,378 +41%
FNT
464
First National Trust
Pennsylvania
$2.22M -$146K -1,880 -6%
LMGAM
465
Liberty Mutual Group Asset Management
Massachusetts
$2.21M
RIG
466
Roosevelt Investment Group
New York
$2.21M -$30K -387 -1%
VFA
467
Valeo Financial Advisors
Indiana
$2.21M +$219K +2,822 +11%
JWM
468
Jackson Wealth Management
Florida
$2.2M -$557K -7,174 -20%
VanEck Associates
469
VanEck Associates
New York
$2.2M +$155K +1,998 +8%
FCBT
470
First Citizens Bank & Trust
North Carolina
$2.2M -$300K -3,869 -12%
BFO
471
Biltmore Family Office
North Carolina
$2.19M -$78.4K -1,012 -3%
CIAS
472
Capital Investment Advisory Services
North Carolina
$2.19M +$128K +1,655 +6%
WCM
473
Windward Capital Management
California
$2.17M +$2.17M +27,996 New
TSWM
474
Triangle Securities Wealth Management
North Carolina
$2.16M -$6.12K -79 -0.3%
AWM
475
AE Wealth Management
Kansas
$2.15M +$82K +1,059 +4%