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Duke Energy

1,336 hedge funds and large institutions have $32.2B invested in Duke Energy in 2018 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 490 increasing their positions, 553 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,336
Holders Change
-1
Holders Change %
-0.07%
% of All Funds
30.66%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.5%
New
115
Increased
490
Reduced
553
Closed
102
Calls
$287M
Puts
$231M
Net Calls
+$55.7M
Net Calls Change
+$121M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
751
Schulhoff & Co
Ohio
$687K +$64.3K +831 +10%
NGA
752
Naples Global Advisors
Florida
$687K +$177K +2,285 +35%
CC
753
Chicago Capital
Illinois
$687K +$687K +8,866 New
AL
754
Aspiriant LLC
California
$682K +$682K +8,810 New
WG
755
Winton Group
United Kingdom
$681K +$55.9K +721 +9%
PAM
756
Premier Asset Management
Illinois
$681K +$117K +1,510 +21%
PAS
757
Park Avenue Securities
New York
$679K +$81K +1,051 +14%
LIA
758
LBMC Investment Advisors
Tennessee
$678K -$96.7K -1,248 -12%
DWM
759
Doyle Wealth Management
Florida
$675K -$72.6K -937 -10%
CICI
760
Capital Investment Counsel Inc
North Carolina
$674K +$84.7K +1,094 +14%
OIA
761
Optimum Investment Advisors
Illinois
$673K +$465 +6 +0.1%
GCM
762
Gables Capital Management
Florida
$673K +$673K +8,681 New
SWM
763
SVA Wealth Management
Wisconsin
$671K +$149K +1,777 +29%
BHIA
764
Birch Hill Investment Advisors
Massachusetts
$670K -$56.7K -732 -8%
CCM
765
Covington Capital Management
California
$670K +$698 +9 +0.1%
TSW
766
Thompson Siegel & Walmsley
Virginia
$668K -$211K -2,728 -24%
SC
767
Scotia Capital
Ontario, Canada
$664K -$125K -1,608 -16%
HSA
768
HBK Sorce Advisory
Pennsylvania
$659K -$56.7K -731 -8%
CONA
769
Capital One National Association
New York
$654K -$25.4K -328 -4%
CSIC
770
Clifford Swan Investment Counsel
California
$653K -$28.3K -365 -4%
BRM
771
Boston Research & Management
Massachusetts
$651K
HI
772
Hudock Inc
Pennsylvania
$651K +$7.35K +95 +1%
SSB
773
Sandy Spring Bank
Maryland
$650K -$13.3K -172 -2%
DCM
774
Donaldson Capital Management
Indiana
$649K -$8.29K -107 -1%
LA
775
LVW Advisors
New York
$649K -$2.01K -26 -0.3%