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Duke Energy

1,350 hedge funds and large institutions have $32.9B invested in Duke Energy in 2018 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 488 increasing their positions, 562 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,350
Holders Change
+14
Holders Change %
+1.05%
% of All Funds
30.95%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.57%
New
83
Increased
488
Reduced
562
Closed
57
Calls
$296M
Puts
$215M
Net Calls
+$81.7M
Net Calls Change
+$26M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1251
Aevitas Wealth Management
Massachusetts
$40K +$40K +500 New
OIA
1252
OneDigital Investment Advisors
Kansas
$39K -$7.94K -100 -17%
MIFH
1253
Migdal Insurance & Financial Holdings
Israel
$39K -$2.7K -34 -6%
LF
1254
Lee Financial
Texas
$39K +$804 +10 +2%
BA
1255
Ballew Advisors
Mississippi
$38K
JGIA
1256
Jackson Grant Investment Advisers
Connecticut
$36K
FC
1257
Ferris Capital
Massachusetts
$34K
LWM
1258
Lenox Wealth Management
Ohio
$34K
HCM
1259
Hilton Capital Management
New York
$34K +$34K +433 New
HT
1260
Heritage Trust
Oklahoma
$33K
FPS
1261
Fieldpoint Private Securities
Connecticut
$32K
HIIFS
1262
Harel Insurance Investments & Financial Services
Israel
$32K +$32K +409 New
BDWM
1263
Brewin Dolphin Wealth Management
Ireland
$31.6K
FGAM
1264
Financial Gravity Asset Management
Texas
$31K -$32.8K -406 -51%
TWA
1265
TCI Wealth Advisors
Arizona
$29K -$1.77K -22 -6%
AS
1266
Altshuler Shaham
Israel
$29K -$1.33K -17 -4%
BWA
1267
Burt Wealth Advisors
Maryland
$29K
AI
1268
ArchPoint Investors
Florida
$28K
TIM
1269
Tortoise Investment Management
New York
$28K
PCFFS
1270
Pacific Center for Financial Services
California
$28K
ME
1271
McIlrath & Eck
Washington
$28K +$1.27K +16 +5%
CPA
1272
Clear Perspective Advisors
Illinois
$27K -$25.8K -325 -49%
JFA
1273
JNBA Financial Advisors
Minnesota
$27K +$8.01K +100 +42%
IGGA
1274
Iron Gate Global Advisors
Utah
$27K +$27K +343 New
PCA
1275
Peddock Capital Advisors
Massachusetts
$26K