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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
KRSITF
476
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.66M +$31.9K +440 +2%
TNB
477
Thomasville National Bank
Georgia
$1.65M +$91.3K +1,261 +6%
ASC
478
Atalanta Sosnoff Capital
New York
$1.64M +$1.65M +22,765 New
GW
479
GW & Wade
Massachusetts
$1.64M -$11.2K -154 -0.7%
FDS
480
First Dallas Securities
Texas
$1.63M -$13.8K -190 -0.8%
EIM
481
Emerson Investment Management
Massachusetts
$1.61M +$2.32K +32 +0.1%
SIC
482
Sigma Investment Counselors
Michigan
$1.57M -$104K -1,442 -6%
FCCM
483
First City Capital Management
Georgia
$1.56M +$1.57M +21,656 New
WWM
484
Willingdon Wealth Management
North Carolina
$1.55M +$45.8K +633 +3%
SIC
485
Salem Investment Counselors
North Carolina
$1.52M -$70.5K -974 -4%
PGFC
486
Peapack-Gladstone Financial Corp
New Jersey
$1.5M +$13.4K +185 +0.9%
PP
487
Palladium Partners
Virginia
$1.5M -$18K -249 -1%
IMAS
488
ID Management A/S
Denmark
$1.5M +$1.51M +20,810 New
GIM
489
Guardian Investment Management
California
$1.5M +$1.53M +21,197 New
SYBT
490
Stock Yards Bank & Trust
Kentucky
$1.49M -$6.23K -86 -0.4%
BFS
491
Bradley Foster & Sargent
Connecticut
$1.49M -$45.8K -633 -3%
HPBT
492
High Point Bank & Trust
North Carolina
$1.49M +$149K +2,061 +11%
IAA
493
Ironsides Asset Advisors
North Carolina
$1.48M
SCM
494
Schnieders Capital Management
California
$1.47M +$24K +331 +2%
NAM
495
NTV Asset Management
West Virginia
$1.46M
PTC
496
Private Trust Company
Ohio
$1.46M +$30K +415 +2%
BBHC
497
Brown Brothers Harriman & Co
New York
$1.45M -$16.7K -231 -1%
OMCS
498
Old Mutual Customised Solutions
South Africa
$1.44M -$36.2K -500 -2%
ST
499
Spot Trading
Illinois
$1.44M +$1.23M +16,996 +560%
AWCI
500
Alpine Woods Capital Investors
New York
$1.43M -$1.16M -16,000 -45%