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Duke Energy

921 hedge funds and large institutions have $25.4B invested in Duke Energy in 2013 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 339 increasing their positions, 389 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $255M | Put options by funds: $128M

16% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 50

0.69% more ownership

Funds ownership: 53.17%53.86% (+0.69%)

0% more capital invested

Capital invested by funds: $25.4B → $25.4B (+$66.1M)

0% more funds holding

Funds holding: 920921 (+1)

13% less repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 389

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

Holders
921
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
29.86%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.42%
New
58
Increased
339
Reduced
389
Closed
50
Calls
$255M
Puts
$128M
Net Calls
+$127M
Net Calls Change
+$3.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
226
Janney Montgomery Scott
Pennsylvania
$7.16M +$3.68M +53,901 +101%
JGUA
227
John G. Ullman & Associates
New York
$7M -$1.22M -17,909 -15%
SIM
228
Sadoff Investment Management
Wisconsin
$6.84M +$5.99M +87,800 +600%
HAI
229
Hennessy Advisors Inc
California
$6.73M +$136K +2,000 +2%
SI
230
Sentry Investments
Ontario, Canada
$6.71M +$6.86M +100,500 New
GCAC
231
Guardian Capital Advisors (Canada)
Ontario, Canada
$6.64M +$190K +2,783 +3%
MME
232
Meag Munich Ergo
Germany
$6.62M +$6.77M +99,239 New
PA
233
Pinnacle Associates
New York
$6.52M -$214K -3,143 -3%
SI
234
Stephens Inc
Arkansas
$6.5M -$674K -9,882 -9%
SF
235
Synovus Financial
Georgia
$6.42M +$266K +3,893 +4%
CAM
236
Capstone Asset Management
Texas
$6.39M -$36.7K -538 -0.6%
ANI
237
American National Insurance
Texas
$6.35M -$406K -5,950 -6%
ERSOT
238
Employees Retirement System of Texas
Texas
$6.34M
Loomis, Sayles & Company
239
Loomis, Sayles & Company
Massachusetts
$6.29M
SC
240
SouthState Corp
Florida
$6.27M +$589K +8,632 +10%
American Century Companies
241
American Century Companies
Missouri
$6.22M +$2.28M +33,479 +56%
OPERF
242
Oregon Public Employees Retirement Fund
Oregon
$6.15M +$54.6K +801 +0.9%
WF
243
Welch & Forbes
Massachusetts
$6.15M -$45.4K -666 -0.7%
CIA
244
CCM Investment Advisers
South Carolina
$6.14M -$3.67M -53,719 -37%
DC
245
Davenport & Co
Virginia
$5.96M -$158K -2,311 -3%
CAN
246
Cetera Advisor Networks
California
$5.93M +$874K +12,803 +17%
AT
247
Acadia Trust
Maine
$5.89M +$536K +7,851 +10%
BG
248
Bollard Group
Massachusetts
$5.89M -$94.8K -1,389 -2%
RCM
249
Riverhead Capital Management
Delaware
$5.8M -$6.35M -93,000 -52%
Acadian Asset Management
250
Acadian Asset Management
Massachusetts
$5.75M +$158K +2,317 +3%