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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
FNFDCM
551
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.15M -$65K -897 -5%
WS
552
Wedbush Securities
California
$1.15M +$344K +4,745 +42%
BVDMP
553
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.14M
Daiwa Securities Group
554
Daiwa Securities Group
Japan
$1.14M
ECM
555
Everence Capital Management
Indiana
$1.14M
IA
556
Icon Advisers
Colorado
$1.13M +$485K +6,700 +74%
CIP
557
Convergence Investment Partners
Florida
$1.12M
DWA
558
Douglass Winthrop Advisors
New York
$1.11M +$189K +2,616 +20%
EFS
559
Essex Financial Services
Connecticut
$1.11M -$3.11K -43 -0.3%
VFS
560
VSR Financial Services
Kansas
$1.11M +$15.1K +209 +1%
ANRIA
561
American National Registered Investment Advisor
Texas
$1.11M
IC
562
InterOcean Capital
Illinois
$1.08M +$22.4K +310 +2%
WSTAM
563
Wilbanks Smith & Thomas Asset Management
Virginia
$1.08M +$48.1K +664 +5%
Dodge & Cox
564
Dodge & Cox
California
$1.07M -$36.2K -500 -3%
CI
565
Constellation Investments
Ohio
$1.07M
CCP
566
Clough Capital Partners
Massachusetts
$1.06M
NSEDCP
567
NJ State Employees Deferred Compensation Plan
New Jersey
$1.06M
PSUF
568
People's United Financial
Connecticut
$1.05M -$176K -2,429 -14%
HAM
569
Highstreet Asset Management
Ontario, Canada
$1.05M +$195K +2,690 +23%
BRWA
570
B. Riley Wealth Advisors
Florida
$1.05M +$310K +4,281 +42%
SAM
571
Silvercrest Asset Management
New York
$1.04M +$23.7K +327 +2%
FANJ
572
Financial Architects (New Jersey)
New Jersey
$1.03M -$246K -3,394 -19%
WT
573
Whittier Trust
California
$1.03M +$72.6K +1,002 +8%
SLG
574
Stanley-Laman Group
Pennsylvania
$1.02M
CIC
575
Carnegie Investment Counsel
Ohio
$1.02M +$114K +1,575 +13%