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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
TCM
301
Tufton Capital Management
Maryland
$4.24M -$99.1K -1,369 -2%
BFG
302
Beacon Financial Group
Texas
$4.19M +$4.29M +59,218 New
LIM
303
Leavell Investment Management
Alabama
$4.19M +$180K +2,485 +4%
SBWIC
304
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.18M -$3.62K -50 -0.1%
RW
305
Rand Wealth
Maryland
$4.12M +$181K +2,505 +5%
Natixis Advisors
306
Natixis Advisors
Massachusetts
$4.04M +$535K +7,395 +15%
BBA
307
BLB&B Advisors
Pennsylvania
$4.04M -$40.2K -555 -1%
CAM
308
Capstone Asset Management
Texas
$4.03M -$108K -1,490 -3%
Neuberger Berman Group
309
Neuberger Berman Group
New York
$4.01M -$3.06M -42,219 -43%
Nisa Investment Advisors
310
Nisa Investment Advisors
Missouri
$3.92M -$2.86M -39,550 -42%
SGCA
311
Steel Grove Capital Advisors
Tennessee
$3.88M -$953K -13,156 -20%
ECM
312
Estabrook Capital Management
New York
$3.88M +$39.3K +543 +1%
WFG
313
Windsor Financial Group
Minnesota
$3.84M -$1.38K -19 -0%
SMDAM
314
Sumitomo Mitsui DS Asset Management
Japan
$3.77M -$80.1K -1,106 -2%
VanEck Associates
315
VanEck Associates
New York
$3.76M -$646K -8,925 -15%
TYCC
316
Texas Yale Capital Corp
Florida
$3.75M
CFC
317
Cincinnati Financial Corp
Ohio
$3.74M
MCM
318
Maryland Capital Management
Maryland
$3.72M +$221K +3,058 +6%
PAG
319
Private Advisor Group
New Jersey
$3.71M +$1.21M +16,704 +48%
NEAM
320
New England Asset Management
Connecticut
$3.68M +$420K +5,800 +13%
PA
321
Profund Advisors
Maryland
$3.67M -$542K -7,482 -13%
BG
322
Bahl & Gaynor
Ohio
$3.67M +$10.6K +147 +0.3%
AMI
323
Amica Mutual Insurance
Rhode Island
$3.67M
FCBT
324
First Citizens Bank & Trust
North Carolina
$3.63M +$137K +1,889 +4%
LSERS
325
Louisiana State Employees Retirement System
Louisiana
$3.62M -$7.24K -100 -0.2%