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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
PAI
501
Pittenger & Anderson Inc
Nebraska
$1.43M
CT
502
Chicago Trust
Illinois
$1.43M +$30.4K +420 +2%
SWP
503
Stratos Wealth Partners
Ohio
$1.42M -$98K -1,354 -6%
CS
504
Candriam SCA
Luxembourg
$1.42M +$21.9K +302 +2%
TCOT
505
Trust Company of Toledo
Ohio
$1.4M -$46.5K -642 -3%
SAMNY
506
Samsung Asset Management (New York)
New York
$1.4M -$47.8K -660 -3%
SNT
507
Security National Trust
West Virginia
$1.38M -$27.1K -374 -2%
SFG
508
SNS Financial Group
Minnesota
$1.38M +$56.8K +785 +4%
FPFS
509
First Personal Financial Services
North Carolina
$1.37M -$22.7K -313 -2%
MSS
510
Mitchell Sinkler & Starr
Pennsylvania
$1.37M -$21.7K -300 -2%
JFGIW
511
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.37M +$115K +1,583 +9%
MYAM
512
Meiji Yasuda Asset Management
Japan
$1.37M +$175K +2,415 +15%
CBOR
513
Community Bank of Raymore
Missouri
$1.36M
FA
514
FDx Advisors
Illinois
$1.36M -$276K -3,807 -17%
FTI
515
Fiduciary Trust International
Massachusetts
$1.36M
Thrivent Financial for Lutherans
516
Thrivent Financial for Lutherans
Minnesota
$1.36M -$105K -1,454 -7%
PCM
517
Parsons Capital Management
Rhode Island
$1.36M -$104K -1,433 -7%
WSCM
518
Wellington Shields Capital Management
New York
$1.36M
TSWM
519
Triangle Securities Wealth Management
North Carolina
$1.35M +$4.13K +57 +0.3%
BMCMI
520
Bryn Mawr Capital Management Inc
Pennsylvania
$1.34M +$303K +4,186 +29%
VNIM
521
Vaughan Nelson Investment Management
Texas
$1.34M
AIS
522
American Investment Services
Massachusetts
$1.33M +$21.6K +298 +2%
BO
523
Bank OZK
Arkansas
$1.33M +$58.7K +811 +5%
First Manhattan
524
First Manhattan
New York
$1.33M -$14.6K -201 -1%
CTC
525
Central Trust Company
Missouri
$1.32M -$163K -2,257 -11%