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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
MRCM
576
M&R Capital Management
New Jersey
$1.01M
MNBTD
577
Moody National Bank Trust Division
Texas
$1.01M
Barrow, Hanley, Mewhinney & Strauss
578
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.01M
UAS
579
United Asset Strategies
New York
$1M -$7.46K -103 -0.7%
LFR
580
Lehman Financial Resources
Pennsylvania
$997K
AP
581
Advisor Partners
California
$993K +$148K +2,039 +17%
PAM
582
Princeton Alpha Management
New Jersey
$989K +$995K +13,747 New
BB
583
Bell Bank
North Dakota
$988K +$60K +829 +6%
FWP
584
FAS Wealth Partners
Kansas
$988K +$327K +4,514 +49%
TWM
585
Torch Wealth Management
Ohio
$978K +$5.79K +80 +0.6%
EWM
586
Evercore Wealth Management
New York
$976K -$94.2K -1,301 -9%
FMBTD
587
First Midwest Bank Trust Division
Illinois
$969K +$23.6K +326 +2%
LP
588
LMR Partners
United Kingdom
$968K +$974K +13,457 New
ICAS
589
Investors Capital Advisory Services
Massachusetts
$964K +$1.88K +26 +0.2%
AHS
590
Aspiriant Holdings S3
California
$962K +$969K +13,376 New
AIA
591
Alerus Investment Advisors
Minnesota
$961K +$107K +1,484 +13%
EOJOAM
592
E. Ohman J:or Asset Management
Sweden
$957K -$145K -2,000 -13%
QT
593
Quantbot Technologies
New York
$954K -$590K -8,154 -38%
PL
594
Perpetual Ltd
Australia
$950K +$130K +1,800 +16%
FT
595
Fiduciary Trust
Massachusetts
$939K -$30.9K -427 -3%
DHFB
596
Dixon Hubard Feinour & Brown
Virginia
$934K -$42.1K -582 -4%
CBN
597
Cadence Bank NA
Texas
$931K +$1.52K +21 +0.2%
ACA
598
Anchor Capital Advisors
Massachusetts
$930K -$15.4K -212 -2%
BC
599
Bartlett & Co
Ohio
$928K -$10.4K -143 -1%
Bank of Nova Scotia
600
Bank of Nova Scotia
Ontario, Canada
$925K +$13.3K +183 +1%