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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
BHIA
651
Birch Hill Investment Advisors
Massachusetts
$699K
CAM
652
Carret Asset Management
New York
$677K
MMCM
653
Marque Millennium Capital Management
New York
$676K -$275K -3,800 -29%
SSB
654
Sandy Spring Bank
Maryland
$671K +$28.5K +393 +4%
CAI
655
Capital Advisors Inc
Oklahoma
$667K +$671K +9,267 New
MA
656
Montag & Associates
Georgia
$665K
RCYC
657
Richard C. Young & Co
Rhode Island
$663K -$7.21M -99,587 -92%
IH
658
IFC Holdings
Florida
$663K +$94.7K +1,308 +16%
MMPW
659
Mitchell McLeod Pugh & Williams
Alabama
$658K +$31.5K +435 +5%
SSWM
660
Sheets Smith Wealth Management
North Carolina
$658K +$43.8K +605 +7%
Twin Tree Management
661
Twin Tree Management
Texas
$655K +$553K +7,637 +520%
BRM
662
Boston Research & Management
Massachusetts
$653K
FAM
663
Fred Alger Management
New York
$648K
ACP
664
Ashfield Capital Partners
California
$647K
LH
665
Lebenthal Holdings
New York
$642K -$78.9K -1,089 -11%
RCAG
666
Rehmann Capital Advisory Group
Michigan
$640K -$20.3K -280 -3%
FG
667
Fiduciary Group
Georgia
$629K
ECM
668
ETrade Capital Management
Virginia
$625K +$81.2K +1,122 +15%
BT
669
Beacon Trust
New Jersey
$624K -$68.8K -950 -10%
ZIC
670
ZWJ Investment Counsel
Georgia
$616K
LCM
671
LVM Capital Management
Michigan
$611K
CSIC
672
Clifford Swan Investment Counsel
California
$609K -$9.99K -138 -2%
OIA
673
Optimum Investment Advisors
Illinois
$609K +$613K +8,460 New
ST
674
Smithfield Trust
Pennsylvania
$608K
FTIOP
675
Fiduciary Trust International of Pennsylvania
Pennsylvania
$606K -$332K -4,589 -35%