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Duke Energy

1,148 hedge funds and large institutions have $31.3B invested in Duke Energy in 2016 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 471 increasing their positions, 400 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,148
Holders Change
-13
Holders Change %
-1.12%
% of All Funds
30.68%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.61%
New
68
Increased
471
Reduced
400
Closed
66
Calls
$243M
Puts
$187M
Net Calls
+$55.8M
Net Calls Change
-$49M
Name Holding Trade Value Shares
Change
Shares
Change %
EIM
1026
Essex Investment Management
Massachusetts
$202K
OSNBOA
1027
Old Second National Bank of Aurora
Illinois
$201K -$10.6K -133 -5%
SJL
1028
Shayne & Jacobs LLC
Tennessee
$200K
KTC
1029
Kistler-Tiffany Companies
Pennsylvania
$199K -$8.18K -102 -4%
SAM
1030
Shamrock Asset Management
Texas
$196K +$187K +2,335 +2,104%
PWM
1031
Perigon Wealth Management
California
$195K +$70.7K +882 +57%
QCG
1032
Quadrant Capital Group
Ohio
$194K +$19.5K +255 +11%
HIIFS
1033
Harel Insurance Investments & Financial Services
Israel
$192K +$24K +300 +14%
MCM
1034
Manchester Capital Management
Vermont
$189K
VFA
1035
Virtus Fund Advisers
Connecticut
$184K
TCM
1036
Tradewinds Capital Management
Washington
$180K +$160 +2 +0.1%
JIC
1037
Joel Isaacson & Co
New York
$176K +$13.8K +172 +9%
M
1038
MOTCO
Texas
$175K
MFW
1039
Mosaic Family Wealth
Missouri
$175K
DSI
1040
Daiwa SB Investments
Japan
$172K -$5.6K -70 -3%
CBT
1041
Central Bank & Trust
Kentucky
$171K -$4.73K -59 -3%
BFEC
1042
Benjamin F. Edwards & Company
Missouri
$169K +$69.2K +866 +69%
CCM
1043
Cribstone Capital Management
Maine
$164K -$7.49K -96 -4%
CFA
1044
CT Financial Advisors
Pennsylvania
$163K -$32K -400 -16%
AA
1045
AlphaMark Advisors
Kentucky
$160K -$25.7K -321 -14%
PCMM
1046
Private Capital Management (Minnesota)
Minnesota
$160K -$20K -250 -11%
MSFP
1047
Mark Sheptoff Financial Planning
Connecticut
$157K +$16K +200 +11%
TRCT
1048
Tower Research Capital (TRC)
New York
$149K +$149K +1,857 New
AWM
1049
AllSquare Wealth Management
New York
$148K
PIM
1050
Parasol Investment Management
Illinois
$145K