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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
CA
601
Cetera Advisors
Colorado
$920K -$355K -4,898 -28%
PWW
602
Pettyjohn Wood & White
Virginia
$920K +$58K +801 +7%
AP
603
AHL Partners
United Kingdom
$916K +$697K +9,632 +310%
CWG
604
C WorldWide Group
Denmark
$906K +$167K +2,300 +22%
SI
605
SII Investments
Wisconsin
$901K +$402K +5,554 +79%
SC
606
Scotia Capital
Ontario, Canada
$900K -$14.7K -203 -2%
HT
607
HighTower Trust
Texas
$899K -$45.8K -633 -5%
PAM
608
PartnerRe Asset Management
Connecticut
$896K -$2.46K -34 -0.3%
FFBTD
609
First Financial Bank - Trust Division
Ohio
$891K -$74.8K -1,033 -8%
HCM
610
Hodges Capital Management
Texas
$890K -$302K -4,177 -25%
BW
611
Bison Wealth
Georgia
$870K +$72 +1 +0%
CI
612
Capital International
California
$870K +$174K +2,400 +25%
BC
613
Barnett & Company
Tennessee
$865K -$263K -3,630 -23%
HA
614
Hamel Associates
New Jersey
$863K -$348K -4,806 -29%
FFC
615
First Financial Corp
Indiana
$858K -$6.81K -94 -0.8%
GG
616
Gofen & Glossberg
Illinois
$856K
CAM
617
Columbia Asset Management
Michigan
$848K +$70.6K +975 +9%
HVIA
618
Hudson Valley Investment Advisors
New York
$846K +$159K +2,200 +23%
AF
619
Aldebaran Financial
$839K -$5.36K -74 -0.6%
TTWM
620
TCV Trust & Wealth Management
Virginia
$831K +$4.78K +66 +0.6%
FNB
621
Farmers National Bank
Kentucky
$828K -$6.08K -84 -0.7%
MHIC
622
Marble Harbor Investment Counsel
Massachusetts
$822K
FIM
623
Fruth Investment Management
Texas
$819K -$9.63K -133 -1%
WA
624
WBH Advisory
Maryland
$806K -$3.48K -48 -0.4%
CICI
625
Capital Investment Counsel Inc
North Carolina
$801K -$43.4K -600 -5%