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Duke Energy

1,001 hedge funds and large institutions have $25.7B invested in Duke Energy in 2013 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 301 increasing their positions, 423 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,001
Holders Change
+80
Holders Change %
+8.69%
% of All Funds
29.07%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.29%
New
128
Increased
301
Reduced
423
Closed
38
Calls
$231M
Puts
$164M
Net Calls
+$66.3M
Net Calls Change
-$60.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BRM
676
Boston Research & Management
Massachusetts
$569K -$12.7K -184 -2%
SI
677
SII Investments
Wisconsin
$567K +$79.9K +1,158 +16%
VCM
678
Violich Capital Management
California
$566K +$3.8K +55 +0.7%
SACTSONJ
679
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$552K -$25.7K -372 -4%
AFG
680
Albion Financial Group
Utah
$550K -$166K -2,398 -23%
HI
681
Hudock Inc
Pennsylvania
$550K +$1.59K +23 +0.3%
M
682
MOTCO
Texas
$548K
CIC
683
Carnegie Investment Counsel
Ohio
$548K +$163K +2,366 +42%
CPA
684
Cowen Prime Advisors
New York
$545K -$13.8K -200 -2%
TF
685
Tompkins Financial
New York
$542K
Carson Wealth (CWM LLC)
686
Carson Wealth (CWM LLC)
Nebraska
$534K +$534K +7,742 New
SFSG
687
Stearns Financial Services Group
North Carolina
$523K -$57.8K -837 -10%
SSWM
688
Sheets Smith Wealth Management
North Carolina
$523K +$523K +7,581 New
WSC
689
Wellington Shields & Co
New York
$518K +$35K +507 +7%
AB
690
Atlas Brown
Kentucky
$514K -$14.4K -208 -3%
DWT
691
Dorsey & Whitney Trust
South Dakota
$503K
MYLI
692
Meiji Yasuda Life Insurance
Japan
$503K
FT
693
Fiduciary Trust
Massachusetts
$502K +$20.7K +300 +4%
IPRC
694
Indices-Pac Research Corporation
New Jersey
$502K +$157K +2,268 +45%
CSIC
695
Clifford Swan Investment Counsel
California
$501K -$27.6K -400 -5%
NEPWA
696
New England Private Wealth Advisors
Massachusetts
$501K -$11.6K -168 -2%
WIS
697
Wright Investors Service
Connecticut
$499K +$1.38K +20 +0.3%
CK
698
Cohen Klingenstein
New York
$497K
OIA
699
Optimum Investment Advisors
Illinois
$494K -$9.04K -131 -2%
WC
700
Whitnell & Co
Illinois
$493K