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Duke Energy

1,133 hedge funds and large institutions have $30.9B invested in Duke Energy in 2016 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 490 increasing their positions, 357 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,133
Holders Change
+37
Holders Change %
+3.38%
% of All Funds
30.24%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.69%
New
100
Increased
490
Reduced
357
Closed
52
Calls
$253M
Puts
$123M
Net Calls
+$130M
Net Calls Change
+$39.2M
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
1001
V Wealth Advisors
Kansas
$202K +$202K +2,530 New
BFIM
1002
Beese Fulmer Investment Management
Ohio
$200K +$200K +2,509 New
CFA
1003
CT Financial Advisors
Pennsylvania
$196K
MBT
1004
Monroe Bank & Trust
Michigan
$196K
MCM
1005
Manchester Capital Management
Vermont
$190K
TCM
1006
Tradewinds Capital Management
Washington
$190K +$16.6K +205 +10%
AA
1007
AlphaMark Advisors
Kentucky
$187K
VFA
1008
Virtus Fund Advisers
Connecticut
$186K
CBT
1009
Central Bank & Trust
Kentucky
$177K
M
1010
MOTCO
Texas
$176K
MFW
1011
Mosaic Family Wealth
Missouri
$176K
CP
1012
Corbenic Partners
Pennsylvania
$169K
Royal London Asset Management
1013
Royal London Asset Management
United Kingdom
$169K +$166K +13,398,043 +5,412%
DSI
1014
Daiwa SB Investments
Japan
$165K +$165K +2,050 New
JIC
1015
Joel Isaacson & Co
New York
$163K +$58K +720 +55%
PCMM
1016
Private Capital Management (Minnesota)
Minnesota
$161K -$596K -7,400 -79%
HIIFS
1017
Harel Insurance Investments & Financial Services
Israel
$161K
VIA
1018
Vantage Investment Advisors
Pennsylvania
$159K +$8.86K +110 +6%
LWCFA
1019
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$156K
PWM
1020
Perigon Wealth Management
California
$152K +$152K +2,382 New
PMFA
1021
Plante Moran Financial Advisors
Michigan
$151K -$1.94K -24 -1%
QCG
1022
Quadrant Capital Group
Ohio
$149K +$13.7K +177 +10%
AWM
1023
AllSquare Wealth Management
New York
$149K +$24.2K +300 +19%
MSFP
1024
Mark Sheptoff Financial Planning
Connecticut
$142K -$26.9K -333 -16%
PIM
1025
Parasol Investment Management
Illinois
$142K