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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 %
AL
601
Aspiriant LLC
California
$1.18M +$1.18M +14,656 New
CIC
602
Carnegie Investment Counsel
Ohio
$1.18M
Barrow, Hanley, Mewhinney & Strauss
603
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.17M -$102M -1,262,422 -99%
SAM
604
Silvercrest Asset Management
New York
$1.17M -$173K -2,139 -13%
DDC
605
Daniel Devine & Co
Florida
$1.17M -$145K -1,800 -11%
NSEDCP
606
NJ State Employees Deferred Compensation Plan
New Jersey
$1.17M
IA
607
Icon Advisers
Colorado
$1.16M -$1.66M -20,600 -59%
Dodge & Cox
608
Dodge & Cox
California
$1.15M -$12.1K -150 -1%
SLG
609
Stanley-Laman Group
Pennsylvania
$1.15M -$39.1K -485 -3%
GBT
610
Grove Bank & Trust
Florida
$1.15M +$42.3K +525 +4%
AIP
611
Ameritas Investment Partners
Nebraska
$1.15M
FANJ
612
Financial Architects (New Jersey)
New Jersey
$1.15M +$13.9K +172 +1%
TWM
613
Torch Wealth Management
Ohio
$1.14M +$21.9K +272 +2%
EGA
614
E&G Advisors
Texas
$1.14M +$1.14M +14,100 New
AT
615
Argent Trust
Texas
$1.14M -$968 -12 -0.1%
Jones Financial Companies
616
Jones Financial Companies
Missouri
$1.14M +$262K +3,243 +30%
Jacobs Levy Equity Management
617
Jacobs Levy Equity Management
New Jersey
$1.13M +$1.13M +14,060 New
CBN
618
Cadence Bank NA
Texas
$1.12M +$62.5K +775 +6%
HVIA
619
Hudson Valley Investment Advisors
New York
$1.11M +$103K +1,275 +10%
FHA
620
First Horizon Advisors
Tennessee
$1.11M +$268K +3,330 +32%
Bessemer Group
621
Bessemer Group
New Jersey
$1.1M +$48.5K +601 +5%
LFR
622
Lehman Financial Resources
Pennsylvania
$1.09M
MRCM
623
M&R Capital Management
New Jersey
$1.08M -$46.8K -580 -4%
DHFB
624
Dixon Hubard Feinour & Brown
Virginia
$1.08M +$65.7K +834 +6%
ATC
625
Argent Trust Co
Tennessee
$1.08M +$135K +1,673 +14%