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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
Connor, Clark & Lunn Investment Management (CC&L)
451
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.96M -$3.05M -42,100 -61%
Fiera Capital (Canada)
452
Fiera Capital (Canada)
Quebec, Canada
$1.95M -$21.9K -303 -1%
PJSIMP
453
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.94M -$144K -1,988 -7%
Fayez Sarofim & Co
454
Fayez Sarofim & Co
Texas
$1.93M -$50.4K -696 -3%
Nordea Investment Management
455
Nordea Investment Management
Sweden
$1.91M +$98K +1,353 +5%
BA
456
Boston Advisors
Massachusetts
$1.91M -$21.1K -292 -1%
TFA
457
Transamerica Financial Advisors
Florida
$1.9M +$61.5K +849 +3%
ECP
458
Electron Capital Partners
New York
$1.89M +$1.9M +26,272 New
Capital Fund Management (CFM)
459
Capital Fund Management (CFM)
France
$1.89M -$5.91M -81,588 -76%
CCT
460
Chemung Canal Trust
New York
$1.87M -$5.94K -82 -0.3%
CA
461
Commerzbank Aktiengesellschaft
Germany
$1.85M -$3.86M -53,314 -67%
CFN
462
Cordasco Financial Network
Florida
$1.85M +$1.72M +23,780 +1,189%
O
463
OppenheimerFunds
New York
$1.85M
MERSOM
464
Municipal Employees' Retirement System of Michigan
Michigan
$1.83M +$314K +4,340 +21%
V
465
Veritable
Delaware
$1.8M +$58.5K +808 +3%
HIC
466
Holderness Investments Company
North Carolina
$1.8M +$24K +331 +1%
KT
467
Kanaly Trust
Texas
$1.78M +$69.8K +964 +4%
CIA
468
Covington Investment Advisors
Pennsylvania
$1.76M
IMOV
469
Investment Management of Virginia
Virginia
$1.76M +$9.05K +125 +0.5%
CGT
470
Capital Guardian Trust
California
$1.74M +$542K +7,480 +45%
AB
471
Amalgamated Bank
New York
$1.73M +$47.8K +660 +3%
RIG
472
Roosevelt Investment Group
New York
$1.73M +$14.5K +200 +0.8%
PFPT
473
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.7M -$33.8K -467 -2%
KIC
474
Keating Investment Counselors
Florida
$1.66M
CCP
475
Clarkston Capital Partners
Michigan
$1.66M