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Duke Energy

1,317 hedge funds and large institutions have $33.9B invested in Duke Energy in 2018 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 489 increasing their positions, 535 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,317
Holders Change
-33
Holders Change %
-2.44%
% of All Funds
30.16%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.44%
New
61
Increased
489
Reduced
535
Closed
79
Calls
$322M
Puts
$242M
Net Calls
+$80.8M
Net Calls Change
-$957K
Name Holding Trade Value Shares
Change
Shares
Change %
PWW
651
Pettyjohn Wood & White
Virginia
$998K -$800 -10 -0.1%
ACI
652
Alpha Cubed Investments
California
$983K +$570K +6,889 +138%
EWM
653
Evermay Wealth Management
Virginia
$975K -$48.6K -607 -5%
FTIOP
654
Fiduciary Trust International of Pennsylvania
Pennsylvania
$974K -$13K -163 -1%
NB
655
Northwest Bancshares
Pennsylvania
$974K +$99.4K +1,242 +11%
BCM
656
BTR Capital Management
California
$973K
WIS
657
Wright Investors Service
Connecticut
$971K +$48.5K +606 +5%
UCMOK
658
United Capital Management of KS
Kansas
$966K +$966K +12,059 New
GBT
659
Grove Bank & Trust
Florida
$963K -$97.2K -1,215 -9%
FANJ
660
Financial Architects (New Jersey)
New Jersey
$960K -$87K -1,087 -8%
WT
661
Whittier Trust
California
$960K
SNT
662
Security National Trust
West Virginia
$957K -$24.7K -309 -3%
HTC
663
Haverford Trust Company
Pennsylvania
$954K -$16.8K -210 -2%
LFR
664
Lehman Financial Resources
Pennsylvania
$954K +$16K +200 +2%
HA
665
Hamel Associates
New Jersey
$946K -$2.64K -33 -0.3%
EB
666
Eastern Bank
Massachusetts
$943K -$2.63M -32,803 -74%
IRF
667
IBM Retirement Fund
New York
$943K -$139K -1,740 -13%
AWCI
668
Alpine Woods Capital Investors
New York
$932K +$640K +8,000 +219%
TA
669
Tiedemann Advisors
New York
$925K +$3.6K +45 +0.4%
OPCM
670
Osborne Partners Capital Management
California
$925K +$9.44K +118 +1%
NIT
671
NumerixS Investment Technologies
British Columbia, Canada
$924K -$60K -760 -6%
DBRC
672
D.B. Root & Company
Pennsylvania
$923K +$25.8K +322 +3%
CPIA
673
Cornell Pochily Investment Advisors
New York
$909K +$4.96K +62 +0.5%
WJA
674
Williams Jones & Associates
New York
$907K -$31.3K -391 -3%
LMAM
675
Legg Mason Asset Management
Japan
$905K -$408K -5,100 -31%