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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 %
HWP
1076
Hefty Wealth Partners
Indiana
$46K
TWMP
1077
Taylor Wealth Management Partners
Massachusetts
$43K +$36.3K +450 +542%
3C
1078
361 Capital
Colorado
$41K +$41K +510 New
SCA
1079
Stuart Chaussee & Associates
California
$40K
TIM
1080
Thornburg Investment Management
New Mexico
$38K -$159M -1,976,863 -100%
CFA
1081
Camarda Financial Advisors
Florida
$38K
GWS
1082
Glassman Wealth Services
Virginia
$38K
TDC
1083
Thompson Davis & Co
Virginia
$38K +$5.87K +72 +18%
BWA
1084
Burt Wealth Advisors
Maryland
$38K +$8.17K +100 +27%
LJHT
1085
Laurie J. Hall Trustee
$33K
MFT
1086
Moisand Fitzgerald Tamayo
Florida
$33K
SIG
1087
Stanford Investment Group
California
$32K
KLI
1088
Kelman-Lazarov Inc
Tennessee
$32K +$32K +400 New
RFWA
1089
RPg Family Wealth Advisory
Massachusetts
$31K +$31K +384 New
UFA
1090
US Financial Advisors
Massachusetts
$30K -$16.4K -205 -35%
HCM
1091
Highlander Capital Management
New Jersey
$30K
AI
1092
ArchPoint Investors
Florida
$29K
MCA
1093
Mercer Capital Advisers
New Jersey
$28K -$5.36K -66 -16%
LWM
1094
Lenox Wealth Management
Ohio
$28K
TCCM
1095
Timber Creek Capital Management
Massachusetts
$28K
BL
1096
Balentine LLC
Georgia
$27K
HSA
1097
Hussman Strategic Advisors
Maryland
$27K
KA
1098
Klingman & Associates
New York
$25K
FMT
1099
First Mercantile Trust
Tennessee
$23K
SHJ
1100
Sharkey, Howes & Javer
Colorado
$21K -$42.6K -521 -67%