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Duke Energy

1,014 hedge funds and large institutions have $29.3B invested in Duke Energy in 2014 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 384 increasing their positions, 399 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,014
Holders Change
-5
Holders Change %
-0.49%
% of All Funds
29.16%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.35%
New
55
Increased
384
Reduced
399
Closed
54
Calls
$260M
Puts
$117M
Net Calls
+$143M
Net Calls Change
+$8.16M
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
701
Philadelphia Trust Company
Pennsylvania
$584K +$20.9K +281 +4%
FCBT
702
First Citizens Bank & Trust
North Carolina
$582K +$180K +2,420 +45%
OIA
703
Optimum Investment Advisors
Illinois
$580K +$56.8K +766 +11%
AP
704
Advisor Partners
California
$574K +$5.12K +69 +0.9%
B
705
Bailard
California
$573K -$150K -2,028 -21%
AFG
706
Albion Financial Group
Utah
$572K -$74 -1 -0%
ST
707
Smithfield Trust
Pennsylvania
$566K -$304K -4,094 -35%
WIS
708
Wright Investors Service
Connecticut
$564K +$50.1K +676 +10%
SAM
709
Strategy Asset Managers
California
$561K +$25.7K +346 +5%
WSC
710
Wellington Shields & Co
New York
$558K +$519 +7 +0.1%
PFC
711
Phocas Financial Corp
California
$552K
FTC
712
Farmers Trust Company
Ohio
$551K -$52.7K -710 -9%
TBA
713
Tower Bridge Advisors
Pennsylvania
$549K
HTC
714
Haverford Trust Company
Pennsylvania
$547K -$20.3K -273 -4%
VAM
715
Visium Asset Management
New York
$545K -$392K -5,288 -42%
TCOV
716
Trust Company of Vermont
Vermont
$537K -$125K -1,682 -19%
NEPWA
717
New England Private Wealth Advisors
Massachusetts
$537K
CK
718
Cohen Klingenstein
New York
$534K
CC
719
Cornerstone Capital
California
$534K +$534K +7,196 New
WC
720
Whitnell & Co
Illinois
$530K
AB
721
AT Bancorp
Iowa
$528K +$71.4K +961 +16%
WKA
722
Wilson Kemp & Associates
Michigan
$526K -$55.4K -747 -10%
RNS
723
Robert N. Shapiro
$525K -$260K -3,505 -33%
CCC
724
Chelsea Counsel Company
California
$517K -$2.5M -33,641 -83%
NES
725
New England Securities
New York
$515K +$40.5K +545 +9%