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Duke Energy

1,403 hedge funds and large institutions have $38.1B invested in Duke Energy in 2018 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 502 increasing their positions, 518 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,403
Holders Change
+86
Holders Change %
+6.53%
% of All Funds
31.31%
Holding in Top 10
31
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+63.16%
% of All Funds
0.69%
New
183
Increased
502
Reduced
518
Closed
82
Calls
$445M
Puts
$367M
Net Calls
+$77.7M
Net Calls Change
-$3.03M
Name Holding Trade Value Shares
Change
Shares
Change %
CI
526
Cigna Investments
Connecticut
$1.8M +$11.3K +131 +0.6%
SBH
527
Segall Bryant & Hamill
Illinois
$1.79M +$97.7K +1,132 +6%
FCA
528
FinTrust Capital Advisors
South Carolina
$1.79M +$1.79M +20,720 New
SYBT
529
Stock Yards Bank & Trust
Kentucky
$1.76M +$24.2K +281 +1%
BAS
530
Brown Advisory Securities
Maryland
$1.76M -$4.4K -52 -0.2%
VWM
531
Valley Wealth Managers
New Jersey
$1.76M +$9.07K +105 +0.5%
APFBOT
532
Amica Pension Fund Board of Trustees
Rhode Island
$1.76M
ACM
533
Allred Capital Management
Texas
$1.75M +$1.75M +20,301 New
GLLW
534
Graves Light Lenhart Wealth
Virginia
$1.75M +$1.75M +20,288 New
ASN
535
Advisory Services Network
Georgia
$1.72M -$207K -2,396 -11%
TCOT
536
Trust Company of Toledo
Ohio
$1.71M +$110K +1,275 +7%
MIAN
537
Mariner Independent Advisor Network
Kansas
$1.7M -$1.6K -19 -0.1%
IMOV
538
Investment Management of Virginia
Virginia
$1.7M +$160K +1,854 +10%
WCM
539
Whitener Capital Management
North Carolina
$1.69M +$173K +2,000 +11%
SLF
540
Sun Life Financial
Ontario, Canada
$1.69M -$181K -2,095 -10%
SSWM
541
Sheets Smith Wealth Management
North Carolina
$1.68M +$471K +5,455 +39%
NHC
542
Nicholas Hoffman & Company
Georgia
$1.68M +$2.68K +31 +0.2%
CPO
543
Cerity Partners OCIO
New York
$1.68M +$1.24M +14,420 +289%
BTNA
544
Bremer Trust National Association
Minnesota
$1.67M +$433K +5,018 +35%
GIM
545
Guardian Investment Management
California
$1.67M -$14.8K -172 -0.9%
NRS
546
Neville Rodie & Shaw
New York
$1.67M
BCFS
547
Butensky & Cohen Financial Security
Florida
$1.66M +$118K +1,365 +8%
MPWT
548
MassMutual Private Wealth & Trust
Connecticut
$1.66M -$2.16K -25 -0.1%
MERSOM
549
Municipal Employees' Retirement System of Michigan
Michigan
$1.64M +$1.64M +19,050 New
CBOR
550
Community Bank of Raymore
Missouri
$1.64M