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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
DC
376
Deere & Company
Illinois
$2.86M -$1.87M -25,890 -39%
NB
377
Norinchukin Bank
Japan
$2.83M +$16.9K +233 +0.6%
AC
378
Alley Company
Illinois
$2.82M +$187K +2,581 +7%
FSA
379
Franklin Street Advisors
North Carolina
$2.78M -$110K -1,516 -4%
DnB Asset Management
380
DnB Asset Management
Norway
$2.78M -$94.1K -1,300 -3%
APFBOT
381
Amica Pension Fund Board of Trustees
Rhode Island
$2.76M
ISL
382
Ingalls & Snyder LLC
New York
$2.72M -$6.81K -94 -0.2%
IG
383
ING Group
Netherlands
$2.71M -$4.85M -67,018 -64%
RP
384
Rowlandmiller & Partners
Georgia
$2.7M -$36.9K -510 -1%
MI
385
Markston International
New York
$2.69M -$2.74M -37,874 -50%
OCM
386
Orleans Capital Management
Louisiana
$2.66M -$54K -746 -2%
OPCM
387
Osborne Partners Capital Management
California
$2.66M -$327K -4,518 -11%
LIA
388
LS Investment Advisors
Michigan
$2.65M -$3.91K -54 -0.1%
MA
389
Marshwinds Advisory
Georgia
$2.65M -$37K -511 -1%
YMRC
390
Yorktown Management & Research Company
Virginia
$2.65M +$2.66M +36,800 New
DADC
391
D.A. Davidson & Co
Montana
$2.63M -$107K -1,483 -4%
MCC
392
Mid Continent Capital
Illinois
$2.63M +$29K +400 +1%
PA
393
Pinnacle Associates
New York
$2.63M -$56.2K -776 -2%
RWM
394
Rench Wealth Management
Texas
$2.61M +$36.3K +501 +1%
LMGAM
395
Liberty Mutual Group Asset Management
Massachusetts
$2.6M +$52.6K +726 +2%
Mirae Asset Global Investments
396
Mirae Asset Global Investments
South Korea
$2.59M +$21.8K +301 +0.8%
NPC
397
National Planning Corporation
California
$2.58M +$240K +3,321 +10%
ISB
398
Iowa State Bank
Iowa
$2.56M +$35.8K +495 +1%
HIMC
399
Heritage Investors Management Corp
Maryland
$2.54M +$19.3K +267 +0.8%
PI
400
PineBridge Investments
New York
$2.53M +$2.54M +35,134 New