DUK icon

Duke Energy

1,022 hedge funds and large institutions have $29.4B invested in Duke Energy in 2014 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 386 increasing their positions, 383 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,022
Holders Change
+8
Holders Change %
+0.79%
% of All Funds
29.67%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
56
Increased
386
Reduced
383
Closed
41
Calls
$300M
Puts
$146M
Net Calls
+$154M
Net Calls Change
+$11M
Name Holding Trade Value Shares
Change
Shares
Change %
RCAG
651
Rehmann Capital Advisory Group
Michigan
$686K -$8.45K -113 -1%
CAM
652
Carret Asset Management
New York
$684K
AIA
653
Arbor Investment Advisors
North Carolina
$677K +$42.1K +563 +7%
Jones Financial Companies
654
Jones Financial Companies
Missouri
$673K -$93.1K -1,246 -12%
ACP
655
Ashfield Capital Partners
California
$673K -$57.9K -774 -8%
MIM
656
Montgomery Investment Management
Maryland
$672K +$32.3K +432 +5%
CIC
657
Crawford Investment Counsel
Georgia
$670K -$26.8K -358 -4%
TCOTO
658
Trust Company of the Ozarks
Missouri
$667K -$71.3K -953 -10%
GC
659
Grimes & Company
Massachusetts
$667K -$10.2K -137 -2%
TWM
660
Torch Wealth Management
Ohio
$667K -$7.71K -103 -1%
VCM
661
Violich Capital Management
California
$667K +$7.48K +100 +1%
CSIC
662
Clifford Swan Investment Counsel
California
$666K -$14.7K -197 -2%
TIP
663
Torray Investment Partners
Maryland
$658K
FWP
664
FAS Wealth Partners
Kansas
$657K -$40.3K -539 -6%
BRM
665
Boston Research & Management
Massachusetts
$656K
PAM
666
Paradigm Asset Management
New York
$654K -$37.4K -500 -5%
AIA
667
Alerus Investment Advisors
Minnesota
$654K +$383K +5,106 +142%
OIA
668
Optimum Investment Advisors
Illinois
$653K +$66.7K +890 +11%
QIM
669
Quantitative Investment Management
Virginia
$650K -$1.91M -25,600 -75%
DP
670
Dearborn Partners
Illinois
$648K +$449 +6 +0.1%
GP
671
Girard Partners
Pennsylvania
$647K +$8.37K +112 +1%
B
672
BancorpSouth
Mississippi
$646K -$4.49K -60 -0.7%
TC
673
Taylor Cottrill
New Hampshire
$646K
GA
674
Geneva Advisors
Illinois
$639K -$8K -107 -1%
HC
675
HHG & Company
Connecticut
$637K +$6.06K +81 +1%