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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 %
BFEC
1101
Benjamin F. Edwards & Company
Missouri
$123K -$10.6K -130 -8%
1832 Asset Management
1102
1832 Asset Management
Ontario, Canada
$114K -$120K -1,461 -51%
GRP
1103
Global Retirement Partners
California
$112K +$42.1K +512 +60%
NIMI
1104
Natixis Investment Managers International
France
$111K
NCM
1105
Nelson Capital Management
California
$109K -$3.76K -46 -3%
WPA
1106
West Paces Advisors
Georgia
$107K -$6.56K -80 -6%
BRC
1107
Bell Rock Capital
Delaware
$107K
PSC
1108
Prentiss Smith & Co
Vermont
$106K
PCTC
1109
Perkins Coie Trust Company
Washington
$105K
PB
1110
Pinnacle Bancorp
Nebraska
$104K +$104K +1,265 New
JAM
1111
Jolley Asset Management
North Carolina
$97K
PFO
1112
Pathstone Family Office
New Jersey
$97K +$97K +1,187 New
WA
1113
Winfield Associates
Ohio
$96K
SWA
1114
Sutton Wealth Advisors
Florida
$95.5K -$1.31K -16 -1%
ATC
1115
Adirondack Trust Company
New York
$95K +$17.9K +219 +23%
GAM
1116
Gemmer Asset Management
California
$91K +$25K +303 +38%
OAM
1117
Oppenheimer Asset Management
New York
$85K +$85K +1,025 New
HS
1118
Horan Securities
United States
$85K +$85K +1,033 New
ACM
1119
Armbruster Capital Management
New York
$81K -$23.6K -288 -23%
AF
1120
Allworth Financial
California
$73K +$1.14K +14 +2%
CPA
1121
Clear Perspective Advisors
Illinois
$71K
KF
1122
Krilogy Financial
Missouri
$71K
FPA
1123
Fieldpoint Private Advisors
New York
$71K +$71K +870 New
MUS
1124
Mitsubishi UFJ Securities
Japan
$71K +$71K +870 New
WIM
1125
Westside Investment Management
California
$70.3K +$5.55K +67 +9%