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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 %
OIA
1126
OneDigital Investment Advisors
Kansas
$99K +$99K +1,190 New
TRCT
1127
Tower Research Capital (TRC)
New York
$96K +$48.6K +579 +103%
GAM
1128
Gemmer Asset Management
California
$93K +$252 +3 +0.3%
OAM
1129
Oppenheimer Asset Management
New York
$90K +$4.03K +48 +5%
ATC
1130
Adirondack Trust Company
New York
$89K -$8.37K -100 -9%
HS
1131
Horan Securities
United States
$87K
OFS
1132
Orrstown Financial Services
Pennsylvania
$87K +$25.8K +309 +42%
ACM
1133
Armbruster Capital Management
New York
$83K
BL
1134
Balentine LLC
Georgia
$72K
WIM
1135
Westside Investment Management
California
$70.5K
CWM
1136
Cranbrook Wealth Management
Michigan
$70K +$70K +833 New
SA
1137
SpiderRock Advisors
Delaware
$68K
HWM
1138
Holloway Wealth Management
Florida
$67K -$66K
VC
1139
Vestor Capital
Illinois
$64K
LWM
1140
Lenox Wealth Management
Ohio
$61K -$2.16K -26 -3%
FCMT
1141
Founders Capital Management (Texas)
Texas
$60K +$14.7K +175 +33%
FC
1142
Ferris Capital
Massachusetts
$60K +$60K +723 New
GEA
1143
Glen Eagle Advisors
New Jersey
$57.6K +$251 +3 +0.4%
SIAS
1144
Shine Investment Advisory Services
Colorado
$56K +$56K +670 New
FMTCOCP
1145
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$55.8K
MWM
1146
MinichMacGregor Wealth Management
New York
$53K -$11.6K -140 -18%
AF
1147
Allworth Financial
California
$51K -$23.3K -280 -31%
CPA
1148
Clear Perspective Advisors
Illinois
$49K -$23.3K -280 -32%
SIM
1149
Sonora Investment Management
Arizona
$48.9K
CIA
1150
Cascade Investment Advisors
Oregon
$48.9K +$36.4K +435 +290%