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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
ECM
526
Exchange Capital Management
Michigan
$1.31M +$20.1K +277 +2%
WJA
527
Williams Jones & Associates
New York
$1.3M -$58.1K -803 -4%
MFS
528
MSI Financial Services
Massachusetts
$1.29M +$118K +1,624 +10%
Wealth Enhancement Advisory Services
529
Wealth Enhancement Advisory Services
Minnesota
$1.27M +$160K +2,203 +14%
CB
530
Chemical Bank
Michigan
$1.27M -$62.3K -861 -5%
1IA
531
1834 Investment Advisors
Wisconsin
$1.27M -$20.6K -284 -2%
VFA
532
Voya Financial Advisors
Connecticut
$1.27M +$348K +4,811 +37%
GLRA
533
Gerald L. Ray & Associates
Texas
$1.25M +$28.2K +389 +2%
ONB
534
Old National Bancorp
Indiana
$1.25M -$9.12K -126 -0.7%
CWM
535
Calamos Wealth Management
Illinois
$1.25M +$65K +897 +5%
DIA
536
Denver Investment Advisors
Colorado
$1.24M +$145 +2 +0%
SDIC
537
South Dakota Investment Council
South Dakota
$1.24M +$1.25M +17,200 New
SCM
538
Shelton Capital Management
Colorado
$1.24M -$1.13M -15,600 -48%
PTC
539
Philadelphia Trust Company
Pennsylvania
$1.24M +$1.16M +15,973 +1,329%
BAS
540
Brown Advisory Securities
Maryland
$1.23M +$8.4K +116 +0.7%
MDCM
541
Morgan Dempsey Capital Management
Wisconsin
$1.2M +$179K +2,473 +17%
CC
542
ClearArc Capital
Ohio
$1.2M -$28K -387 -2%
AAIM
543
American Assets Investment Management
California
$1.2M
CHC
544
City Holding Co
West Virginia
$1.2M -$8.69K -120 -0.7%
FNBTCON
545
First National Bank & Trust Co of Newtown
Pennsylvania
$1.19M -$10.5K -145 -0.9%
SHA
546
Smith Hayes Advisers
Nebraska
$1.17M -$59.2K -818 -5%
DDC
547
Daniel Devine & Co
Florida
$1.17M
DAM
548
Doheny Asset Management
California
$1.17M -$7.24K -100 -0.6%
WA
549
WealthTrust Axiom
Pennsylvania
$1.15M -$16.7K -231 -1%
BHC
550
Bowen Hanes & Co
Florida
$1.15M +$107K +1,473 +10%