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Duke Energy

1,210 hedge funds and large institutions have $32B invested in Duke Energy in 2017 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 481 increasing their positions, 441 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,210
Holders Change
+3
Holders Change %
+0.25%
% of All Funds
30.17%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.4%
New
81
Increased
481
Reduced
441
Closed
66
Calls
$267M
Puts
$180M
Net Calls
+$86.4M
Net Calls Change
+$20.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BEAM
1051
Baker Ellis Asset Management
Washington
$211K
AL
1052
Agran Libbie
California
$209K -$6.8K -83 -3%
KB
1053
Kimelman & Baird
New York
$209K +$209K +2,543 New
JFGLC
1054
Johnson Financial Group LLC (Colorado)
Colorado
$208K -$112K -1,370 -35%
SHCM
1055
Stokes & Hubbell Capital Management
Louisiana
$208K +$208K +2,541 New
PIM
1056
Penobscot Investment Management
Massachusetts
$207K +$207K +2,521 New
CG
1057
Cutler Group
California
$205K -$969K -11,812 -83%
SJL
1058
Shayne & Jacobs LLC
Tennessee
$205K +$205K +2,500 New
BCM
1059
Bayesian Capital Management
New York
$203K +$203K +2,481 New
CM
1060
Cornerstone Management
Georgia
$203K +$203K +2,475 New
HCM
1061
Hengehold Capital Management
Ohio
$202K +$202K +2,462 New
HAIM
1062
Hunter Associates Investment Management
Pennsylvania
$201K +$201K +2,453 New
AWM
1063
Avior Wealth Management
Nebraska
$199K -$15.3K -187 -7%
PMFA
1064
Plante Moran Financial Advisors
Michigan
$198K -$19.3K -236 -9%
MBT
1065
Monroe Bank & Trust
Michigan
$197K -$2.79K -34 -1%
KTC
1066
Kistler-Tiffany Companies
Pennsylvania
$197K
MCM
1067
Manchester Capital Management
Vermont
$193K
IR
1068
Invictus RG
Bermuda
$193K +$193K +2,350 New
VFA
1069
Virtus Fund Advisers
Connecticut
$189K
AIP
1070
Almanack Investment Partners
Pennsylvania
$187K +$187K +2,279 New
CBT
1071
Central Bank & Trust
Kentucky
$185K -$13.6K -166 -7%
PCMM
1072
Private Capital Management (Minnesota)
Minnesota
$180K -$65.5K -800 -27%
MFW
1073
Mosaic Family Wealth
Missouri
$179K
RPG
1074
Risk Paradigm Group
Texas
$176K -$34.9K -425 -17%
M
1075
MOTCO
Texas
$168K