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Duke Energy

1,317 hedge funds and large institutions have $33.9B invested in Duke Energy in 2018 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 489 increasing their positions, 535 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,317
Holders Change
-33
Holders Change %
-2.44%
% of All Funds
30.16%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.44%
New
61
Increased
489
Reduced
535
Closed
79
Calls
$322M
Puts
$242M
Net Calls
+$80.8M
Net Calls Change
-$957K
Name Holding Trade Value Shares
Change
Shares
Change %
SFSIG
1151
San Francisco Sentry Investment Group
California
$131K -$8K -100 -6%
RFA
1152
Reilly Financial Advisors
California
$131K +$46.5K +582 +55%
HFM
1153
Hartford Financial Management
Connecticut
$130K +$3.19K +40 +3%
AWM
1154
AllSquare Wealth Management
New York
$127K -$10.8K -136 -8%
VIA
1155
Vantage Investment Advisors
Pennsylvania
$124K -$13.4K -167 -10%
KA
1156
Kaizen Advisory
Illinois
$123K
SIM
1157
Sonora Investment Management
Arizona
$120K +$41.9K +524 +54%
TPWA
1158
TRUE Private Wealth Advisors
Oregon
$119K +$119K +1,485 New
OFS
1159
Orrstown Financial Services
Pennsylvania
$115K -$352K -4,416 -75%
HS
1160
Horan Securities
United States
$115K
WAP
1161
Wealthcare Advisory Partners
Pennsylvania
$114K +$160 +2 +0.1%
CIM
1162
Centersquare Investment Management
Pennsylvania
$110K -$31.3K -390 -22%
TL
1163
TrueWealth LLC
Georgia
$110K +$16K +200 +17%
AA
1164
AlphaMark Advisors
Kentucky
$109K
AP
1165
Atwood & Palmer
Missouri
$108K
LCM
1166
Laurion Capital Management
New York
$104K +$104K +1,300 New
BWM
1167
Baystate Wealth Management
Massachusetts
$103K +$1.07K +13 +1%
AIM
1168
Advantage Investment Management
Iowa
$103K +$25.5K +317 +33%
PCTC
1169
Perkins Coie Trust Company
Washington
$102K
TFA
1170
Toth Financial Advisory
Virginia
$101K +$12.9K +160 +15%
MCM
1171
Mainstay Capital Management
Michigan
$100K +$39K +491 +64%
RE
1172
RBC Europe
United Kingdom
$98.1K
ATC
1173
Adirondack Trust Company
New York
$96K
PSC
1174
Prentiss Smith & Co
Vermont
$95K -$159K -1,983 -63%
PGWM
1175
Parisi Gray Wealth Management
New Jersey
$95K +$865 +11 +0.9%