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Duke Energy

1,207 hedge funds and large institutions have $30B invested in Duke Energy in 2016 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 453 increasing their positions, 435 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,207
Holders Change
+59
Holders Change %
+5.14%
% of All Funds
30.22%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.5%
New
137
Increased
453
Reduced
435
Closed
62
Calls
$257M
Puts
$191M
Net Calls
+$66.1M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Shares
Change %
HT
701
HighTower Trust
Texas
$784K -$63K -811 -7%
WA
702
WBH Advisory
Maryland
$783K -$26.5K -342 -3%
GA
703
Geneva Advisors
Illinois
$778K +$63.6K +820 +9%
AssetMark Inc
704
AssetMark Inc
California
$777K -$9.55K -123 -1%
CGT
705
Capital Guardian Trust
California
$773K +$16.7K +215 +2%
Balyasny Asset Management
706
Balyasny Asset Management
Illinois
$772K +$772K +9,948 New
GLA
707
Good Life Advisors
Pennsylvania
$772K +$772K +9,982 New
Bessemer Group
708
Bessemer Group
New Jersey
$767K +$278K +3,581 +57%
SPIA
709
Steward Partners Investment Advisory
New York
$761K +$761K +9,808 New
AB
710
Atlas Brown
Kentucky
$759K
MA
711
Montag & Associates
Georgia
$738K
LOAME
712
Lombard Odier Asset Management (Europe)
United Kingdom
$735K
FQ
713
First Quadrant
California
$735K
RCAMU
714
Rothschild & Co Asset Management US
Connecticut
$734K +$72K +928 +11%
WA
715
WFG Advisors
Texas
$726K -$45K -579 -6%
KIA
716
KCM Investment Advisors
California
$725K -$17.7K -228 -2%
RFS
717
Rockefeller Financial Services
New York
$722K -$599K -7,713 -45%
FFBTD
718
First Financial Bank - Trust Division
Ohio
$722K -$116K -1,497 -14%
HSA
719
HBK Sorce Advisory
Pennsylvania
$721K +$128K +1,650 +22%
QI
720
Quotient Investors
New York
$718K
BHIA
721
Birch Hill Investment Advisors
Massachusetts
$716K -$23.3K -300 -3%
1SB
722
1ST Source Bank
Indiana
$714K -$2.49K -32 -0.3%
CICI
723
Capital Investment Counsel Inc
North Carolina
$701K -$73.3K -945 -9%
HBT
724
Hills Bank & Trust
Iowa
$701K -$15.5K -200 -2%
KIC
725
Keating Investment Counselors
Florida
$697K -$366K -4,716 -34%