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Duke Energy

1,218 hedge funds and large institutions have $33.7B invested in Duke Energy in 2017 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 474 increasing their positions, 448 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
Holders Change %
0%
% of All Funds
30.41%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.3%
New
65
Increased
474
Reduced
448
Closed
56
Calls
$252M
Puts
$284M
Net Calls
-$31.6M
Net Calls Change
-$103M
Name Holding Trade Value Shares
Change
Shares
Change %
HC
1001
Hourglass Capital
Texas
$254K
OWD
1002
Osborn Williams & Donohoe
Ohio
$254K +$5.37K +64 +2%
IDBONY
1003
Israel Discount Bank of New York
New York
$252K -$15.1K -179 -6%
MLFP
1004
MPS Loria Financial Planners
Illinois
$248K +$84 +1 +0%
BIG
1005
Bellwether Investment Group
Tennessee
$248K +$14.8K +177 +6%
JFGLC
1006
Johnson Financial Group LLC (Colorado)
Colorado
$246K +$32.9K +392 +15%
FA
1007
FMA Advisory
Pennsylvania
$246K +$246K +2,941 New
LRPA
1008
L. Roy Papp & Associates
Arizona
$245K
PK
1009
Pflug Koory
Nebraska
$245K
STMM
1010
South Texas Money Management
Texas
$243K -$37.4K -446 -13%
BFIM
1011
Beese Fulmer Investment Management
Ohio
$242K
HWA
1012
Heritage Wealth Advisors
Virginia
$242K
MCM
1013
MV Capital Management
Maryland
$241K -$34.6K -412 -13%
VCAM
1014
Van Cleef Asset Management
Ohio
$238K
LWCFA
1015
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$238K +$5.45K +65 +2%
SAM
1016
SignalPoint Asset Management
Missouri
$238K +$238K +2,842 New
B
1017
Bailard
California
$237K -$37.5K -448 -14%
P
1018
Pitcairn
Pennsylvania
$237K -$14.9K -178 -6%
DPIM
1019
Duff & Phelps Investment Management
Illinois
$237K -$12.6K -150 -5%
TAF
1020
Tredje AP-fonden
Sweden
$237K
CWM
1021
Cornerstone Wealth Management
Missouri
$236K -$16.6K -194 -7%
MCM
1022
Monarch Capital Management
Indiana
$235K
BMC
1023
Beaton Management Company
Massachusetts
$235K +$168 +2 +0.1%
HIC
1024
Harvey Investment Company
Kentucky
$235K +$235K +2,800 New
LIC
1025
Lodestar Investment Counsel
Illinois
$234K -$14K -167 -6%