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Duke Energy

1,337 hedge funds and large institutions have $33.6B invested in Duke Energy in 2017 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 492 increasing their positions, 461 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,337
Holders Change
+119
Holders Change %
+9.77%
% of All Funds
30.37%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.41%
New
182
Increased
492
Reduced
461
Closed
52
Calls
$245M
Puts
$310M
Net Calls
-$65.1M
Net Calls Change
-$33.5M
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
976
Morse Asset Management
Connecticut
$336K
CIC
977
Chilton Investment Company
Connecticut
$336K +$336K +4,000 New
GD
978
Grandfield & Dodd
New York
$335K
CRWM
979
Castle Rock Wealth Management
California
$334K +$334K +3,971 New
RWA
980
Ropes Wealth Advisors
Massachusetts
$332K +$16.8K +200 +5%
HL
981
HeadInvest LLC
Maine
$331K -$20.4K -243 -6%
CCG
982
Cypress Capital Group
Florida
$331K
KSA
983
Ken Stern & Associates
California
$331K +$84 +1 +0%
HCA
984
Horan Capital Advisors
Ohio
$331K +$36.4K +433 +12%
BAM
985
Belpointe Asset Management
Nevada
$331K +$47.1K +561 +17%
CA
986
Crewe Advisors
Utah
$331K +$331K +3,930 New
OCG
987
Opus Capital Group
Ohio
$329K -$38.7K -459 -11%
RG
988
Rikoon Group
New Mexico
$329K +$168 +2 +0.1%
HKIM
989
Hayek Kallen Investment Management
Alabama
$329K +$1.51K +18 +0.5%
IFAM
990
Institutional & Family Asset Management
Colorado
$326K
SFI
991
SPC Financial Inc
Maryland
$326K +$14.3K +170 +5%
KFC
992
Klingenstein Fields & Co
New York
$323K
OC
993
Oarsman Capital
Wisconsin
$322K -$12.6K -150 -4%
MWM
994
Marietta Wealth Management
Georgia
$322K -$5.3K -63 -2%
KF
995
Krilogy Financial
Missouri
$321K +$123K +1,465 +62%
AFP
996
Ausdal Financial Partners
Iowa
$320K +$1.93K +23 +0.6%
FFA
997
First Foundation Advisors
California
$320K +$6.56K +78 +2%
SEM
998
Suncoast Equity Management
Florida
$320K +$46.7K +555 +17%
FAM
999
Flaharty Asset Management
Florida
$319K +$59.6K +726 +23%
WKWM
1000
Walter & Keenan Wealth Management
Indiana
$317K -$67.2K -800 -17%