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Duke Energy

1,022 hedge funds and large institutions have $29.4B invested in Duke Energy in 2014 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 386 increasing their positions, 383 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,022
Holders Change
+8
Holders Change %
+0.79%
% of All Funds
29.67%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
56
Increased
386
Reduced
383
Closed
41
Calls
$300M
Puts
$146M
Net Calls
+$154M
Net Calls Change
+$11M
Name Holding Trade Value Shares
Change
Shares
Change %
KTC
926
Kistler-Tiffany Companies
Pennsylvania
$193K +$85K +1,135 +79%
WA
927
Winfield Associates
Ohio
$185K
CTA
928
Chesley Taft & Associates
Illinois
$183K
FMP
929
Financial Management Professionals
Texas
$178K
PIM
930
Parasol Investment Management
Illinois
$176K
RFA
931
Reilly Financial Advisors
California
$173K +$15.6K +209 +10%
CBT
932
Central Bank & Trust
Kentucky
$169K -$78.3K -1,047 -32%
MWP
933
MYCIO Wealth Partners
Pennsylvania
$163K +$1.35K +18 +0.8%
AA
934
AlphaMark Advisors
Kentucky
$162K
JWM
935
Jacobus Wealth Management
Wisconsin
$148K -$45K -602 -23%
MSFP
936
Mark Sheptoff Financial Planning
Connecticut
$142K
IMS
937
Index Management Solutions
Pennsylvania
$141K +$69.8K +934 +98%
CFN
938
Cordasco Financial Network
Florida
$133K +$52.2K +700 +65%
BRWM
939
B. Riley Wealth Management
Tennessee
$129K +$817 +11 +0.6%
CAM
940
Cacti Asset Management
Georgia
$125K
DA
941
Dunvegan Associates
California
$119K
HFM
942
Hartford Financial Management
Connecticut
$114K -$2.98K -40 -3%
ARMC
943
American Research & Management Company
Massachusetts
$114K
WOC
944
West Oak Capital
California
$107K
WG
945
Welch Group
Alabama
$106K +$106K +1,418 New
Parallax Volatility Advisers
946
Parallax Volatility Advisers
California
$106K +$106K +1,418 New
1832 Asset Management
947
1832 Asset Management
Ontario, Canada
$104K
NCM
948
Nelson Capital Management
California
$100K
Manulife (Manufacturers Life Insurance)
949
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$97.7K -$225 -3,007 -0.2%
PSC
950
Prentiss Smith & Co
Vermont
$89K