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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 %
LCM
1076
Liberty Capital Management
Michigan
$77K -$104K -1,356 -58%
BAM
1077
Barrett Asset Management
New York
$77K
CFS
1078
Commonwealth Financial Services
West Virginia
$76K -$17K -213 -18%
AF
1079
Allworth Financial
California
$76K
ZB
1080
Zions Bancorporation
Utah
$76K +$80 +1 +0.1%
ATC
1081
Adirondack Trust Company
New York
$72K +$15.3K +190 +27%
JGIA
1082
Jackson Grant Investment Advisers
Connecticut
$70K +$70K +877 New
BL
1083
Balentine LLC
Georgia
$69K +$42.2K +525 +158%
AC
1084
Alexandria Capital
Virginia
$65K +$16.1K +200 +33%
GAM
1085
Gemmer Asset Management
California
$64K
LWA
1086
Lenox Wealth Advisors
New York
$63K
MWM
1087
MinichMacGregor Wealth Management
New York
$62K
CLOS
1088
Compagnie Lombard Odier SCmA
Switzerland
$62K +$23.2K +292 +60%
VC
1089
Vestor Capital
Illinois
$61K
OFS
1090
Orrstown Financial Services
Pennsylvania
$59K
RFWA
1091
RPg Family Wealth Advisory
Massachusetts
$51.7K -$3.44K -43 -6%
TG
1092
TLP Group
Illinois
$49K -$492K -6,117 -91%
SIM
1093
Sonora Investment Management
Arizona
$46.8K +$32.7K +409 +232%
HWP
1094
Hefty Wealth Partners
Indiana
$46K
TWMP
1095
Taylor Wealth Management Partners
Massachusetts
$43K
TDC
1096
Thompson Davis & Co
Virginia
$42K -$4.63K -58 -10%
AIS
1097
Accurate Investment Solutions
Pennsylvania
$39K +$318 +4 +0.8%
FWM
1098
Focused Wealth Management
New York
$38K -$7.14K -90 -16%
CFA
1099
Camarda Financial Advisors
Florida
$37K
AWMS
1100
Advocacy Wealth Management Services
Georgia
$37K