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Duke Energy

1,207 hedge funds and large institutions have $30B invested in Duke Energy in 2016 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 453 increasing their positions, 435 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,207
Holders Change
+59
Holders Change %
+5.14%
% of All Funds
30.22%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.5%
New
137
Increased
453
Reduced
435
Closed
62
Calls
$257M
Puts
$191M
Net Calls
+$66.1M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Shares
Change %
LWA
1176
Lowe Wealth Advisors
Maryland
$18K -$12.8K -166 -42%
AW
1177
Alpha Windward
Massachusetts
$18K +$18K +236 New
AP
1178
Atwood & Palmer
Missouri
$16K
WAS
1179
Winch Advisory Services
Wisconsin
$15K +$159 +2 +1%
GWA
1180
Guidant Wealth Advisors
Illinois
$14K
WOC
1181
West Oak Capital
California
$13.5K
SQA
1182
Simon Quick Advisors
New Jersey
$13K +$13K +166 New
FAM
1183
Fred Alger Management
New York
$12K -$661K -8,532 -98%
TC
1184
Trust Company
Kansas
$10K
LA
1185
Legacy Advisors
Pennsylvania
$10K +$10K +138 New
WCM
1186
Wealthcare Capital Management
Virginia
$9K
OFW
1187
Omnia Family Wealth
Florida
$9K +$9K +113 New
MIFH
1188
Migdal Insurance & Financial Holdings
Israel
$9K +$9K +116 New
CIA
1189
Cascade Investment Advisors
Oregon
$8.69K +$8.69K +112 New
SA
1190
SRH Advisors
Kansas
$8K
MIM
1191
Macroview Investment Management
Maryland
$8K
PA
1192
Perennial Advisors
New York
$8K +$8K +100 New
ACM
1193
AUA Capital Management
Pennsylvania
$8K +$8K +100 New
FAN
1194
Financial Advisors Network
California
$6.71K +$6.71K +87 New
JWA
1195
JFS Wealth Advisors
Pennsylvania
$6K
BWP
1196
Baldwin Wealth Partners
Massachusetts
$5K
JIR
1197
James Investment Research
Ohio
$5K
LS
1198
Livforsakringsbolaget Skandia
Sweden
$4.05K -$4.6K -59,299 -53%
DSN
1199
D. Scott Neal
Kentucky
$3K -$19.4K -220 -87%
DPA
1200
Delphi Private Advisors
California
$3K -$1.8K -24 -38%