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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 %
SWM
801
SeaCrest Wealth Management
New York
$582K -$7.59K -98 -1%
Dodge & Cox
802
Dodge & Cox
California
$581K -$193K -2,487 -25%
RIM
803
Rampart Investment Management
Connecticut
$580K -$85.3K -1,101 -13%
FWM
804
Frontier Wealth Management
Missouri
$580K +$160K +2,066 +38%
CCA
805
Checchi Capital Advisers
California
$575K +$16K +207 +3%
Mariner
806
Mariner
Kansas
$574K +$66.6K +860 +13%
FBT
807
First Bankers Trust
Kentucky
$573K -$42.6K -550 -7%
MHS
808
M Holdings Securities
Oregon
$572K +$61.7K +797 +12%
LOAME
809
Lombard Odier Asset Management (Europe)
United Kingdom
$566K -$61.4K -793 -10%
CK
810
Cohen Klingenstein
New York
$558K
Fisher Asset Management
811
Fisher Asset Management
Washington
$554K -$206K -2,657 -27%
KIA
812
KCM Investment Advisors
California
$552K -$31.8K -411 -5%
TSS
813
Two Sigma Securities
New York
$552K +$175K +2,260 +46%
CS
814
Credential Securities
$547K +$184K +2,372 +51%
EWF
815
Epstein & White Financial
California
$544K +$31.4K +388 +6%
Luther King Capital Management (LKCM)
816
Luther King Capital Management (LKCM)
Texas
$543K +$55.7K +718 +11%
CCM
817
Compton Capital Management
Rhode Island
$533K +$170K +2,200 +47%
B
818
Bellecapital
Switzerland
$531K -$765K -9,867 -59%
BHWM
819
Bar Harbor Wealth Management
New Hampshire
$531K -$3.4K -44 -0.6%
TFS
820
TrustCore Financial Services
Tennessee
$530K -$49.9K -645 -9%
SIC
821
Shoker Investment Counsel
Ohio
$525K +$25.7K +332 +5%
B
822
Bridgeworth
Alabama
$524K +$106K +1,378 +25%
AIM
823
Aspen Investment Management
Michigan
$523K -$20K -258 -4%
FMW
824
Farr Miller & Washington
District of Columbia
$523K
ST
825
Smithfield Trust
Pennsylvania
$523K +$155K +1,999 +42%