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Duke Energy

1,218 hedge funds and large institutions have $33B invested in Duke Energy in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 467 increasing their positions, 466 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+8
Holders Change %
+0.66%
% of All Funds
30.41%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.45%
New
68
Increased
467
Reduced
466
Closed
48
Calls
$327M
Puts
$256M
Net Calls
+$71.2M
Net Calls Change
-$15.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SCI
1076
S&CO Inc
Massachusetts
$204K +$204K +2,438 New
AWM
1077
Avior Wealth Management
Nebraska
$203K
MWM
1078
Mascoma Wealth Management
New Hampshire
$201K -$75.4K -900 -27%
FC
1079
Financial Consulate
Maryland
$201K +$201K +2,401 New
MCM
1080
Manchester Capital Management
Vermont
$197K
VFA
1081
Virtus Fund Advisers
Connecticut
$192K
M
1082
MOTCO
Texas
$190K +$18.9K +227 +11%
CBT
1083
Central Bank & Trust
Kentucky
$189K
AIM
1084
Advantage Investment Management
Iowa
$184K +$42.1K +503 +30%
MFW
1085
Mosaic Family Wealth
Missouri
$182K
PFBT
1086
Parkside Financial Bank & Trust
Missouri
$182K +$160K +1,918 +738%
QCG
1087
Quadrant Capital Group
Ohio
$181K -$14.1K -204 -7%
WHG
1088
Westwood Holdings Group
Texas
$181K +$181K +2,169 New
RPG
1089
Risk Paradigm Group
Texas
$178K -$1K -12 -0.6%
CFA
1090
Camarda Financial Advisors
Florida
$178K +$139K +1,664 +357%
CFN
1091
Cordasco Financial Network
Florida
$176K -$167K -2,005 -49%
HIIFS
1092
Harel Insurance Investments & Financial Services
Israel
$167K
BAM
1093
Barrett Asset Management
New York
$165K
EDRH
1094
Edmond de Rothschild Holding
Switzerland
$165K
JCM
1095
Jacobi Capital Management
Pennsylvania
$165K
LCM
1096
Liberty Capital Management
Michigan
$162K
AF
1097
Arrow Financial
New York
$158K
GRP
1098
Global Retirement Partners
California
$149K +$35.3K +423 +31%
MBT
1099
Monroe Bank & Trust
Michigan
$148K -$53.2K -635 -26%
AA
1100
AlphaMark Advisors
Kentucky
$148K -$17.8K -212 -11%