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Duke Energy

1,096 hedge funds and large institutions have $27.8B invested in Duke Energy in 2015 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 429 increasing their positions, 392 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
+33
Holders Change %
+3.1%
% of All Funds
28.78%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.47%
New
113
Increased
429
Reduced
392
Closed
65
Calls
$215M
Puts
$124M
Net Calls
+$90.9M
Net Calls Change
+$46.1M
Name Holding Trade Value Shares
Change
Shares
Change %
KS
776
Karpas Strategies
Connecticut
$433K
CNBT
777
Canandaigua National Bank & Trust
New York
$432K
ARMT
778
Amica Retiree Medical Trust
Rhode Island
$432K
FBC
779
Fairfield, Bush & Co
Connecticut
$431K +$371K +5,199 +624%
YIA
780
YHB Investment Advisors
Connecticut
$428K +$22.9K +321 +6%
EIM
781
Emerson Investment Management
Massachusetts
$427K -$1.17M -16,408 -73%
Fidelity International
782
Fidelity International
Bermuda
$424K +$86.4K +1,211 +26%
MIM
783
Montgomery Investment Management
Maryland
$423K -$95.1K -1,333 -18%
BKA
784
Brick & Kyle Associates
Pennsylvania
$423K -$3.57K -50 -0.8%
WC
785
Whitnell & Co
Illinois
$421K
Lazard Asset Management
786
Lazard Asset Management
New York
$421K +$397K +5,567 +1,672%
ST
787
Semper Trust
Pennsylvania
$421K +$421K +5,896 New
HAG
788
HighPoint Advisor Group
Illinois
$417K +$417K +5,776 New
BC
789
Burney Company
Virginia
$416K +$21.3K +296 +5%
MWAC
790
Mariner Wealth Advisors (Cincinnati)
Ohio
$413K +$413K +5,786 New
CCT
791
Country Club Trust
Missouri
$408K -$14.7K -206 -3%
B
792
BancorpSouth
Mississippi
$406K -$168K -2,353 -29%
TBA
793
Tower Bridge Advisors
Pennsylvania
$400K
GCA
794
Gideon Capital Advisors
New York
$400K +$400K +5,603 New
Luther King Capital Management (LKCM)
795
Luther King Capital Management (LKCM)
Texas
$397K +$160K +2,249 +68%
CCM
796
Compton Capital Management
Rhode Island
$395K +$157K +2,200 +66%
TIA
797
Tiemann Investment Advisors
California
$392K -$2.36K -33 -0.6%
BB
798
Busey Bank
Illinois
$391K -$2.93K -41 -0.7%
WKWM
799
Walter & Keenan Wealth Management
Indiana
$391K +$21.4K +300 +6%
CPSAC
800
Chas P. Smith & Associates (CPS)
Florida
$388K -$15.4K -216 -4%