DUK icon

Duke Energy

1,059 hedge funds and large institutions have $26.5B invested in Duke Energy in 2015 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 377 increasing their positions, 445 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,059
Holders Change
-25
Holders Change %
-2.31%
% of All Funds
28.56%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.27%
New
54
Increased
377
Reduced
445
Closed
67
Calls
$425M
Puts
$460M
Net Calls
-$35.1M
Net Calls Change
-$113M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
976
Waverly Advisors
Alabama
$77K
JIR
977
James Investment Research
Ohio
$76K -$2.92K -41 -4%
JIC
978
Joel Isaacson & Co
New York
$73K +$11.8K +166 +19%
AIM
979
Advantage Investment Management
Iowa
$73K +$39.4K +554 +117%
NSIM
980
North Star Investment Management
Illinois
$69K +$71 +1 +0.1%
VIA
981
Vident Investment Advisory
Georgia
$67K +$67K +951 New
MIP
982
Mondrian Investment Partners
United Kingdom
$66K +$30.5K +429 +86%
GWM
983
Gupta Wealth Management
California
$65K +$7.78K +110 +14%
SAC
984
Smith Affiliated Capital
New York
$61.4K -$66.8K
CFS
985
Commonwealth Financial Services
West Virginia
$61K -$357K -5,068 -85%
OFS
986
Orrstown Financial Services
Pennsylvania
$59K
CLOS
987
Compagnie Lombard Odier SCmA
Switzerland
$57K -$129K -1,831 -69%
GAM
988
Gemmer Asset Management
California
$57K
LWA
989
Lowe Wealth Advisors
Maryland
$56K
Citadel Advisors
990
Citadel Advisors
Florida
$52K -$17M -240,519 -100%
SFWA
991
Summit Financial Wealth Advisors
Louisiana
$52K +$41.6K +599 +399%
JAM
992
Jolley Asset Management
North Carolina
$50K
S
993
SignatureFD
Georgia
$48K +$34.9K +495 +268%
AP
994
Atwood & Palmer
Missouri
$47K -$1.76K -25 -4%
ATC
995
Adirondack Trust Company
New York
$47K
TWA
996
TCI Wealth Advisors
Arizona
$47K +$3.55K +50 +8%
BWA
997
Burt Wealth Advisors
Maryland
$45K -$18.8K -268 -29%
FWM
998
Focused Wealth Management
New York
$44K -$10.4K -149 -19%
BFEC
999
Benjamin F. Edwards & Company
Missouri
$44K +$20.4K +286 +86%
CG
1000
Colony Group
Massachusetts
$43K