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Duke Energy

1,218 hedge funds and large institutions have $33.7B invested in Duke Energy in 2017 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 474 increasing their positions, 448 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
Holders Change %
0%
% of All Funds
30.41%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.3%
New
65
Increased
474
Reduced
448
Closed
56
Calls
$252M
Puts
$284M
Net Calls
-$31.6M
Net Calls Change
-$103M
Name Holding Trade Value Shares
Change
Shares
Change %
APSP
1151
Asset Planning Services (Pennsylvania)
Pennsylvania
$46K +$423 +5 +0.9%
TWMP
1152
Taylor Wealth Management Partners
Massachusetts
$45K
SA
1153
SRH Advisors
Kansas
$43K +$34.6K +409 +409%
TDC
1154
Thompson Davis & Co
Virginia
$42K -$1.86K -22 -4%
FWM
1155
Focused Wealth Management
New York
$40K +$2.1K +25 +6%
OIA
1156
OneDigital Investment Advisors
Kansas
$36K -$63.6K -760 -64%
MIP
1157
Mondrian Investment Partners
United Kingdom
$36K
WB
1158
Webster Bank
Connecticut
$35K
HT
1159
Heritage Trust
Oklahoma
$35K +$5.53K +66 +19%
BA
1160
Bristlecone Advisors
Washington
$35K +$35K +416 New
WAS
1161
Winch Advisory Services
Wisconsin
$33K +$334 +4 +1%
AIS
1162
Accurate Investment Solutions
Pennsylvania
$33K +$7.95K +92 +32%
TWA
1163
TCI Wealth Advisors
Arizona
$32K -$84 -1 -0.3%
LJHT
1164
Laurie J. Hall Trustee
$31.4K
BWA
1165
Burt Wealth Advisors
Maryland
$31K -$8.49K -100 -22%
AC
1166
Alexandria Capital
Virginia
$31K -$3.09K -37 -9%
PCP
1167
Proficio Capital Partners
Massachusetts
$31K
AI
1168
ArchPoint Investors
Florida
$30K
PCFFS
1169
Pacific Center for Financial Services
California
$29K
PCA
1170
Peddock Capital Advisors
Massachusetts
$28K
HSA
1171
Hussman Strategic Advisors
Maryland
$28K
Lazard Asset Management
1172
Lazard Asset Management
New York
$27K
LF
1173
Lee Financial
Texas
$26K
HCM
1174
Highlander Capital Management
New Jersey
$25K
LYV
1175
Live Your Vision
Pennsylvania
$24K