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Duke Energy

1,064 hedge funds and large institutions have $27.4B invested in Duke Energy in 2015 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 405 increasing their positions, 389 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 1018 (+8)

36% more call options, than puts

Call options by funds: $170M | Put options by funds: $125M

28% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 50

4% more repeat investments, than reductions

Existing positions increased: 405 | Existing positions reduced: 389

3% more capital invested

Capital invested by funds: $26.6B → $27.4B (+$827M)

0.96% more ownership

Funds ownership: 54.66%55.61% (+0.96%)

0% more funds holding

Funds holding: 1,0601,064 (+4)

Holders
1,064
Holders Change
+4
Holders Change %
+0.38%
% of All Funds
29.71%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.5%
New
64
Increased
405
Reduced
389
Closed
50
Calls
$170M
Puts
$125M
Net Calls
+$44.9M
Net Calls Change
+$79.9M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
251
M&T Bank
New York
$6.68M -$550K -7,599 -8%
Baird Financial Group
252
Baird Financial Group
Wisconsin
$6.64M +$515K +7,118 +8%
Zurich Cantonal Bank
253
Zurich Cantonal Bank
Switzerland
$6.58M +$384K +5,304 +6%
B
254
BP
United Kingdom
$6.47M
MSA
255
Mason Street Advisors
Wisconsin
$6.41M +$1.09K +15 +0%
SSWM
256
Smith Salley Wealth Management
North Carolina
$6.39M +$4.27M +59,000 +198%
Teacher Retirement System of Texas
257
Teacher Retirement System of Texas
Texas
$6.39M +$4.44M +61,332 +223%
AAM
258
Advisors Asset Management
Colorado
$6.38M +$398K +5,501 +7%
AIP
259
ARS Investment Partners
New York
$6.37M -$3.4K -47 -0.1%
PFC
260
Phocas Financial Corp
California
$6.36M -$74.5K -1,029 -1%
GT
261
Glenmede Trust
Pennsylvania
$6.25M +$133K +1,834 +2%
Mitsubishi UFJ Asset Management
262
Mitsubishi UFJ Asset Management
Japan
$6.24M -$852K -11,762 -12%
NBC
263
Neuberger Berman Canada
Ontario, Canada
$6.19M -$274K -3,781 -4%
DC
264
Davenport & Co
Virginia
$6.03M +$241K +3,335 +4%
FMII
265
Farmers & Merchants Investments Inc
Nebraska
$6.02M -$10.9K -150 -0.2%
GXMC
266
Global X Management Company
New York
$5.95M -$147K -2,036 -2%
Schroder Investment Management Group
267
Schroder Investment Management Group
United Kingdom
$5.93M +$3.58M +49,408 +150%
SGAM
268
Steinberg Global Asset Management
Florida
$5.88M +$95.3K +1,316 +2%
OIM
269
Opus Investment Management
Massachusetts
$5.84M
CAN
270
Cetera Advisor Networks
California
$5.76M -$613K -8,464 -10%
William Blair & Company
271
William Blair & Company
Illinois
$5.76M +$200K +2,766 +4%
NMERB
272
New Mexico Educational Retirement Board
New Mexico
$5.59M +$210K +2,900 +4%
Creative Planning
273
Creative Planning
Kansas
$5.57M -$199K -2,745 -3%
DAM
274
Delta Asset Management
Tennessee
$5.55M +$99.8K +1,378 +2%
MOACM
275
Mutual of America Capital Management
New York
$5.52M +$69K +953 +1%