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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 %
FIB
801
First Interstate Bank
Montana
$507K +$414K +5,340 +446%
RBC
802
Ronald Blue & Co
Georgia
$504K +$131K +1,686 +35%
WT
803
Washington Trust
Rhode Island
$499K -$16.7K -215 -3%
UBWV
804
United Bank (West Virginia)
West Virginia
$499K
CI
805
Capital International
California
$489K -$31K -400 -6%
FBT
806
First Bankers Trust
Kentucky
$487K -$127K -1,632 -21%
AR
807
Advisory Research
Illinois
$482K +$5.75K +74 +1%
SMC
808
Smith, Moore & Co
Missouri
$482K +$79K +1,019 +20%
NB
809
NBT Bank
New York
$476K +$23.4K +301 +5%
DWM
810
Darwin Wealth Management
Florida
$476K +$50.7K +652 +12%
IB
811
Intrust Bank
Kansas
$475K -$24.7K -318 -5%
RWA
812
River Wealth Advisors
Pennsylvania
$472K +$11.9K +153 +3%
KS
813
Karpas Strategies
Connecticut
$471K
MCM
814
MAI Capital Management
Ohio
$469K -$33.8K -435 -7%
FBC
815
Fairfield, Bush & Co
Connecticut
$468K
BFC
816
Blue Fin Capital
Rhode Island
$467K +$49.1K +633 +12%
WIP
817
Wellesley Investment Partners
Massachusetts
$466K +$156K +2,014 +50%
MWAC
818
Mariner Wealth Advisors (Cincinnati)
Ohio
$464K -$132K -1,708 -22%
GI
819
Gradient Investments
Minnesota
$463K +$195K +2,518 +73%
APP
820
Avantax Planning Partners
Iowa
$462K +$462K +5,954 New
JSL
821
JT Stratford LLC
Georgia
$462K +$462K +5,958 New
LCM
822
LVM Capital Management
Michigan
$461K -$276K -3,558 -37%
BDF
823
Balasa Dinverno & Foltz
$455K +$191K +2,462 +72%
FC
824
Forte Capital
New York
$453K +$241K +3,105 +113%
BHB
825
Bank Hapoalim BM
Israel
$452K +$452K +5,825 New