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Duke Energy

1,210 hedge funds and large institutions have $32B invested in Duke Energy in 2017 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 481 increasing their positions, 441 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,210
Holders Change
+3
Holders Change %
+0.25%
% of All Funds
30.17%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.4%
New
81
Increased
481
Reduced
441
Closed
66
Calls
$267M
Puts
$180M
Net Calls
+$86.4M
Net Calls Change
+$20.3M
Name Holding Trade Value Shares
Change
Shares
Change %
GI
801
Gradient Investments
Minnesota
$500K +$10.9K +133 +2%
MWAC
802
Mariner Wealth Advisors (Cincinnati)
Ohio
$499K +$8.77K +107 +2%
KS
803
Karpas Strategies
Connecticut
$498K
BDF
804
Balasa Dinverno & Foltz
$498K +$17.5K +213 +4%
IB
805
Intrust Bank
Kansas
$496K -$6.07K -74 -1%
NB
806
NBT Bank
New York
$493K -$9.09K -111 -2%
BFC
807
Blue Fin Capital
Rhode Island
$493K
VFM
808
Viking Fund Management
North Dakota
$492K +$492K +6,000 New
ACPU
809
Arrowgrass Capital Partners (US)
Delaware
$490K +$373K +4,558 +321%
CB
810
Community Bank
New York
$488K +$14.7K +179 +3%
BC
811
Burney Company
Virginia
$488K +$15.2K +186 +3%
AR
812
Advisory Research
Illinois
$487K -$22.4K -273 -4%
LCM
813
LVM Capital Management
Michigan
$487K
FHA
814
Flagship Harbor Advisors
Massachusetts
$482K +$165K +1,986 +52%
LNC
815
Lincoln National Corp
Pennsylvania
$481K -$203K -2,475 -30%
DWM
816
Doyle Wealth Management
Florida
$478K +$478K +5,831 New
RWA
817
River Wealth Advisors
Pennsylvania
$472K -$26.5K -323 -5%
BHB
818
Bank Hapoalim BM
Israel
$472K -$6.16K -75 -1%
PAS
819
Park Avenue Securities
New York
$472K +$103K +1,251 +28%
LIA
820
LBMC Investment Advisors
Tennessee
$470K +$3.69K +45 +0.8%
CPSAC
821
Chas P. Smith & Associates (CPS)
Florida
$470K +$7.13K +87 +2%
DWM
822
Destination Wealth Management
California
$467K +$50.8K +619 +12%
FP
823
FDO Partners
Massachusetts
$463K -$1.48M -18,055 -76%
BCP
824
Berkeley Capital Partners
Georgia
$462K +$11.3K +138 +3%
KWM
825
Kingsview Wealth Management
Oregon
$460K +$460K +5,615 New