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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 %
CFA
1076
CT Financial Advisors
Pennsylvania
$167K
HIIFS
1077
Harel Insurance Investments & Financial Services
Israel
$166K
JCM
1078
Jacobi Capital Management
Pennsylvania
$164K +$83.7K +1,010 +104%
AA
1079
AlphaMark Advisors
Kentucky
$162K -$1.97K -24 -1%
EDRH
1080
Edmond de Rothschild Holding
Switzerland
$162K
BAM
1081
Barrett Asset Management
New York
$161K
IWM
1082
IHT Wealth Management
Illinois
$161K +$166 +2 +0.1%
LCM
1083
Liberty Capital Management
Michigan
$160K +$36.9K +450 +30%
DBT
1084
Dubuque Bank & Trust
Iowa
$156K +$6.82K +83 +5%
RIM
1085
Rampart Investment Management
Connecticut
$156K +$156K +1,902 New
AF
1086
Arrow Financial
New York
$155K +$53.1K +646 +52%
JGIA
1087
Jackson Grant Investment Advisers
Connecticut
$155K +$83K +1,010 +115%
AWM
1088
AllSquare Wealth Management
New York
$152K
MPWT
1089
MassMutual Private Wealth & Trust
Connecticut
$152K +$69.5K +848 +85%
CP
1090
Corbenic Partners
Pennsylvania
$144K
NB
1091
Nicolet Bankshares
Wisconsin
$142K +$112K +1,369 +379%
BWM
1092
Baystate Wealth Management
Massachusetts
$142K +$142K +1,710 New
MCA
1093
Mercer Capital Advisers
New Jersey
$140K
AIM
1094
Advantage Investment Management
Iowa
$139K +$37.8K +462 +37%
CAM
1095
Cacti Asset Management
Georgia
$137K
HFM
1096
Hartford Financial Management
Connecticut
$135K
WC
1097
Whitnell & Co
Illinois
$134K
VIA
1098
Vantage Investment Advisors
Pennsylvania
$133K +$6.07K +74 +5%
CIA
1099
ClearBridge Investments (Australia)
Australia
$132K -$10.4M -126,963 -99%
NSIM
1100
North Star Investment Management
Illinois
$127K +$26.3K +322 +26%