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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 %
CSIC
751
Clifford Swan Investment Counsel
California
$634K -$3.81K -49 -0.6%
CCA
752
Checchi Capital Advisers
California
$631K +$21.6K +278 +4%
BT
753
Beacon Trust
New Jersey
$629K -$7.76K -100 -1%
SWM
754
SVA Wealth Management
Wisconsin
$627K -$10.3K -132 -2%
HI
755
Hudock Inc
Pennsylvania
$626K -$41.2K -531 -6%
ZIC
756
ZWJ Investment Counsel
Georgia
$624K -$6.37K -82 -1%
SACTSONJ
757
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$621K
Lido Advisors
758
Lido Advisors
California
$621K +$169K +2,174 +37%
WIC
759
Whitegate Investment Counselors
New Hampshire
$620K -$23.3K -300 -4%
CBU
760
CIBC Bank USA
Illinois
$619K +$71.4K +920 +13%
CNC
761
Citizens & Northern Corp
Pennsylvania
$618K +$11.9K +154 +2%
WS
762
Wedbush Securities
California
$616K -$155K -2,002 -20%
OC
763
Oakworth Capital
Alabama
$614K +$28K +380 +5%
BAM
764
Brave Asset Management
New Jersey
$614K +$38.1K +491 +7%
OIA
765
Optimum Investment Advisors
Illinois
$611K -$79.2K -1,020 -11%
IWM
766
Integrated Wealth Management
California
$610K -$5.9K -76 -1%
CNBT
767
Canandaigua National Bank & Trust
New York
$604K +$50.6K +653 +9%
WIS
768
Wright Investors Service
Connecticut
$601K +$3.65K +47 +0.6%
CIM
769
CIM Investment Management
Pennsylvania
$601K +$7.38K +95 +1%
WSC
770
Wellington Shields & Co
New York
$599K +$543 +7 +0.1%
Cetera Investment Advisers
771
Cetera Investment Advisers
Illinois
$599K +$374K +4,815 +166%
HCM
772
Hodges Capital Management
Texas
$595K -$39.7K -511 -6%
BCM
773
Boltwood Capital Management
California
$591K -$7.76K -100 -1%
AW
774
ACG Wealth
Georgia
$590K -$25K -322 -4%
GC
775
Grimes & Company
Massachusetts
$590K +$8.46K +109 +1%