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Duke Energy

1,063 hedge funds and large institutions have $27.4B invested in Duke Energy in 2015 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 404 increasing their positions, 389 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,063
Holders Change
+4
Holders Change %
+0.38%
% of All Funds
29.71%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.5%
New
64
Increased
404
Reduced
389
Closed
50
Calls
$170M
Puts
$125M
Net Calls
+$44.9M
Net Calls Change
+$79.9M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
626
Altavista Wealth Management
North Carolina
$789K -$13.5K -188 -2%
VCM
627
Violich Capital Management
California
$776K +$7.2K +100 +0.9%
SAM
628
Strategy Asset Managers
California
$771K +$9.93K +138 +1%
CC
629
Cadinha & Co
Hawaii
$769K +$93.5K +1,300 +14%
AssetMark Inc
630
AssetMark Inc
California
$767K +$767K +10,656 New
FMLI
631
Fukoku Mutual Life Insurance
Japan
$766K -$6.19M -86,000 -89%
CAM
632
Cypress Asset Management
Texas
$761K
CONA
633
Capital One National Association
New York
$757K +$7.26K +101 +1%
SPC
634
Sigma Planning Corp
Michigan
$755K +$6.19K +86 +0.8%
B
635
Barings
North Carolina
$747K -$1.61M -22,391 -68%
RFS
636
Rockefeller Financial Services
New York
$745K +$168K +2,333 +29%
PPSG
637
Princeton Portfolio Strategies Group
New Jersey
$740K -$14.3K -199 -2%
NEPWA
638
New England Private Wealth Advisors
Massachusetts
$738K +$144 +2 +0%
CIM
639
CIM Investment Management
Pennsylvania
$733K
HTC
640
Haverford Trust Company
Pennsylvania
$730K +$122K +1,693 +20%
TCOTO
641
Trust Company of the Ozarks
Missouri
$729K -$47.9K -666 -6%
KIA
642
KCM Investment Advisors
California
$727K -$40.7K -566 -5%
Capstone Investment Advisors
643
Capstone Investment Advisors
New York
$719K +$719K +10,000 New
FHA
644
First Horizon Advisors
Tennessee
$717K -$4.16K -58 -0.6%
SWM
645
Segment Wealth Management
Texas
$715K +$11.9K +166 +2%
SWM
646
SVA Wealth Management
Wisconsin
$715K +$22.2K +308 +3%
HW
647
Hancock Whitney
Mississippi
$713K -$7.4K -103 -1%
FQ
648
First Quadrant
California
$713K
TC
649
Taylor Cottrill
New Hampshire
$713K +$15.2K +211 +2%
BHIA
650
Birch Hill Investment Advisors
Massachusetts
$699K