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Duke Energy

1,337 hedge funds and large institutions have $33.6B invested in Duke Energy in 2017 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 492 increasing their positions, 461 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,337
Holders Change
+119
Holders Change %
+9.77%
% of All Funds
30.37%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.41%
New
182
Increased
492
Reduced
461
Closed
52
Calls
$245M
Puts
$310M
Net Calls
-$65.1M
Net Calls Change
-$33.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PFSC
726
Peoples Financial Services Corp
Pennsylvania
$856K
LIA
727
LBMC Investment Advisors
Tennessee
$841K +$282K +3,348 +50%
Dodge & Cox
728
Dodge & Cox
California
$840K -$116K -1,383 -12%
RM
729
Resource Management
Louisiana
$839K +$839K +10,881 New
WPC
730
Waters Parkerson & Co
Louisiana
$832K -$33.6K -400 -4%
DS
731
DRW Securities
Illinois
$826K +$826K +9,816 New
Fisher Asset Management
732
Fisher Asset Management
Washington
$825K +$488K +5,807 +145%
Cerity Partners
733
Cerity Partners
New York
$823K +$17.1K +203 +2%
WA
734
WBH Advisory
Maryland
$821K -$12.9K -154 -2%
NFG
735
Next Financial Group
Texas
$820K -$41.6K -495 -5%
FHA
736
First Horizon Advisors
Tennessee
$819K -$11.7K -140 -1%
DWM
737
Doyle Wealth Management
Florida
$812K +$93K +1,105 +13%
BDF
738
Balasa Dinverno & Foltz
$802K +$128K +1,525 +19%
VCAM
739
Van Cleef Asset Management
Ohio
$799K +$561K +6,666 +235%
FIM
740
Fruth Investment Management
Texas
$798K -$23.8K -283 -3%
BHIA
741
Birch Hill Investment Advisors
Massachusetts
$789K -$5.05K -60 -0.6%
WS
742
Wedbush Securities
California
$787K -$30.6K -364 -4%
IA
743
IndexIQ Advisors
New York
$787K +$787K +9,361 New
SCI
744
Stableford Capital II
Arizona
$786K +$78.8K +937 +11%
MA
745
Montag & Associates
Georgia
$783K -$38.8K -461 -5%
NL
746
NVWM LLC
Pennsylvania
$783K +$783K +9,314 New
RFS
747
Rockefeller Financial Services
New York
$782K
CP
748
Camelot Portfolios
Ohio
$782K +$2.86K +34 +0.4%
HSA
749
HBK Sorce Advisory
Pennsylvania
$776K +$49.9K +593 +7%
DBRC
750
D.B. Root & Company
Pennsylvania
$773K +$773K +9,196 New