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Duke Energy

1,014 hedge funds and large institutions have $29.3B invested in Duke Energy in 2014 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 384 increasing their positions, 399 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,014
Holders Change
-5
Holders Change %
-0.49%
% of All Funds
29.16%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.35%
New
55
Increased
384
Reduced
399
Closed
54
Calls
$260M
Puts
$117M
Net Calls
+$143M
Net Calls Change
+$8.16M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
926
Winfield Associates
Ohio
$183K
CTA
927
Chesley Taft & Associates
Illinois
$181K +$14.8K +200 +9%
W
928
Wealthfront
California
$179K +$80.4K +1,125 +81%
FMP
929
Financial Management Professionals
Texas
$177K
PIM
930
Parasol Investment Management
Illinois
$175K +$109K +1,470 +166%
AA
931
AlphaMark Advisors
Kentucky
$161K +$7.41K +100 +5%
MWP
932
MYCIO Wealth Partners
Pennsylvania
$160K +$1.34K +18 +0.8%
RFA
933
Reilly Financial Advisors
California
$155K +$7.36K +100 +5%
MSFP
934
Mark Sheptoff Financial Planning
Connecticut
$140K
BRWM
935
B. Riley Wealth Management
Tennessee
$128K +$13.4K +181 +12%
CPO
936
Cerity Partners OCIO
New York
$124K +$124K +1,677 New
CAM
937
Cacti Asset Management
Georgia
$123K
DA
938
Dunvegan Associates
California
$118K -$12.3K -166 -9%
HFM
939
Hartford Financial Management
Connecticut
$116K -$2.51K -34 -2%
ARMC
940
American Research & Management Company
Massachusetts
$113K
KTC
941
Kistler-Tiffany Companies
Pennsylvania
$107K +$5.57K +75 +5%
WOC
942
West Oak Capital
California
$106K
WA
943
Waverly Advisors
Alabama
$104K
1832 Asset Management
944
1832 Asset Management
Ontario, Canada
$103K +$95.6K +1,293 +1,293%
NCM
945
Nelson Capital Management
California
$99K -$12.3K -166 -11%
SEC
946
Seven Eight Capital
New York
$96K -$967K -13,100 -91%
PMFA
947
Plante Moran Financial Advisors
Michigan
$90K +$80.5K +1,090 +845%
PSC
948
Prentiss Smith & Co
Vermont
$88K
JIR
949
James Investment Research
Ohio
$86K
VIA
950
Vantage Investment Advisors
Pennsylvania
$86K +$27.3K +367 +47%