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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 %
CG
976
Colony Group
Massachusetts
$38K
MIP
977
Mondrian Investment Partners
United Kingdom
$37K
ST
978
Somerset Trust
Pennsylvania
$37K
CFA
979
Camarda Financial Advisors
Florida
$35K
TCM
980
Tradewinds Capital Management
Washington
$35K
WF
981
WealthTrust Fairport
Ohio
$33K
ST
982
SpiderRock Trading
Illinois
$31K
ACS
983
Archford Capital Strategies
Illinois
$31K +$224 +3 +0.7%
MFBTD
984
MB Financial Bank - Trust Department
Illinois
$31K +$14.8K +200 +92%
AC
985
Alexandria Capital
Virginia
$30K +$74 +1 +0.2%
SFPIA
986
Stevens First Principles Investment Advisors
California
$29K +$29K +393 New
PMFA
987
Plante Moran Financial Advisors
Michigan
$28K -$62.3K -841 -69%
LWM
988
Lenox Wealth Management
Ohio
$28K +$1.97K +26 +8%
CCS
989
Crosspoint Capital Strategies
California
$27K
NC
990
NewSquare Capital
Pennsylvania
$27K +$27K +362 New
HCM
991
Highlander Capital Management
New Jersey
$26.7K +$225 +3 +0.8%
WA
992
WealthTrust-Arizona
Arizona
$26K
ATC
993
Adirondack Trust Company
New York
$26K +$9.98K +132 +62%
EWM
994
Edge Wealth Management
New York
$25K
HSA
995
Hussman Strategic Advisors
Maryland
$25K
AA
996
Apriem Advisors
California
$22K
FMT
997
First Mercantile Trust
Tennessee
$21K
PFO
998
Pathstone Family Office
New Jersey
$21K +$21K +278 New
SIA
999
SeaBridge Investment Advisors
New Jersey
$20K
S
1000
SignatureFD
Georgia
$19K +$3.54K +47 +23%