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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
TNBTD
426
Trustmark National Bank Trust Department
Mississippi
$2.22M +$168K +2,324 +8%
NRS
427
Neville Rodie & Shaw
New York
$2.21M -$98.1K -1,355 -4%
HPC
428
HM Payson & Co
Maine
$2.21M +$78.4K +1,083 +4%
CPP
429
Crow Point Partners
Massachusetts
$2.19M
WBC
430
Westpac Banking Corp
Australia
$2.19M -$4.85M -66,997 -69%
BFA
431
Benedict Financial Advisors
Georgia
$2.18M -$16.7K -231 -0.8%
PP
432
Pegasus Partners
Wisconsin
$2.18M +$47.4K +655 +2%
LW
433
Linscomb Wealth
Texas
$2.17M +$181K +2,504 +9%
PHIMC
434
Private Harbour Investment Management & Counsel
Ohio
$2.15M -$5.14K -71 -0.2%
CCM
435
Cohen Capital Management
California
$2.14M
HDIM
436
Hanson & Doremus Investment Management
Vermont
$2.13M +$23.2K +320 +1%
ZCA
437
Zeke Capital Advisors
Pennsylvania
$2.13M +$941 +13 +0%
SA
438
Strategic Advisors
New York
$2.11M -$9.78K -135 -0.5%
MAM
439
Martingale Asset Management
Massachusetts
$2.09M -$2.24M -31,000 -52%
CIM
440
Calvert Investment Management
Maryland
$2.08M
Jane Street
441
Jane Street
New York
$2.07M +$1.56M +21,507 +296%
Victory Capital Management
442
Victory Capital Management
Texas
$2.07M +$2.08M +28,744 New
LA
443
Lynch & Associates
Indiana
$2.05M -$10.7K -148 -0.5%
SCM
444
Sterling Capital Management
North Carolina
$2.01M -$1.69M -23,366 -45%
BFA
445
Bragg Financial Advisors
North Carolina
$2.01M -$58.1K -802 -3%
MBTD
446
Mechanics Bank - Trust Department
California
$2.01M -$142K -1,964 -7%
WRHAM
447
W.R. Huff Asset Management
Florida
$2M +$68.8K +950 +4%
SIM
448
Sentry Investment Management
Wisconsin
$2M
CIBC Private Wealth Group
449
CIBC Private Wealth Group
Georgia
$1.97M +$197K +2,724 +11%
JGUA
450
John G. Ullman & Associates
New York
$1.97M -$74.7K -1,032 -4%