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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
MAA
401
Matrix Asset Advisors
New York
$2.52M +$86.5K +1,194 +4%
LCM
402
Logan Capital Management
Pennsylvania
$2.48M
ADBIC
403
A.D. Beadell Investment Counsel
Wisconsin
$2.48M +$174K +2,400 +7%
SLI
404
Sumitomo Life Insurance
Japan
$2.47M -$63.4K -875 -2%
CC
405
Cornerstone Capital
California
$2.46M +$211K +2,915 +9%
FBNAT
406
FirstMerit Bank N.A. Trustee
Ohio
$2.44M -$64.6K -892 -3%
BCM
407
BTR Capital Management
California
$2.43M -$655K -9,051 -21%
WSFS
408
Wilmington Savings Fund Society
Delaware
$2.43M +$40K +552 +2%
RIA
409
Regal Investment Advisors
Michigan
$2.42M +$135K +1,858 +6%
Northwestern Mutual Wealth Management
410
Northwestern Mutual Wealth Management
Wisconsin
$2.39M +$275K +3,803 +13%
MCM
411
Murphy Capital Management
New Jersey
$2.38M -$224K -3,090 -9%
BAC
412
Boys Arnold & Co
North Carolina
$2.36M -$6.44K -89 -0.3%
TCMG
413
TSP Capital Management Group
New Jersey
$2.35M
RC
414
RBO & Co
California
$2.35M -$34.6K -478 -1%
Brown Advisory
415
Brown Advisory
Maryland
$2.35M +$406K +5,608 +21%
NLI
416
Nippon Life Insurance
Japan
$2.33M -$11.2K -155 -0.5%
CI
417
Conning Inc
Connecticut
$2.31M +$812K +11,218 +54%
CSS
418
Cubist Systematic Strategies
Connecticut
$2.29M -$23.8K -329 -1%
JIC
419
Johnson Investment Counsel
Ohio
$2.29M +$49.1K +678 +2%
PP
420
Patten & Patten
Tennessee
$2.27M -$30.6K -423 -1%
UR
421
USCA RIA
Texas
$2.26M +$2.02M +27,953 +800%
Jacobs Levy Equity Management
422
Jacobs Levy Equity Management
New Jersey
$2.26M +$284K +3,920 +14%
WAM
423
Wolverine Asset Management
Illinois
$2.26M -$304K -4,200 -12%
IIM
424
Ipswich Investment Management
Massachusetts
$2.25M +$38.5K +532 +2%
HH
425
Hilltop Holdings
Texas
$2.24M +$203K +2,801 +10%