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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
FBT
676
First Bankers Trust
Kentucky
$606K
SAMC
677
Shinko Asset Management Company
Japan
$600K -$328K -4,523 -35%
AIA
678
Arbor Investment Advisors
North Carolina
$600K -$6.01K -83 -1%
BAM
679
Bruderman Asset Management
New York
$598K -$57K -787 -9%
CCFCSB
680
Cape Cod Five Cents Savings Bank
Massachusetts
$596K -$21.7K -300 -3%
WA
681
WFG Advisors
Texas
$593K +$142K +1,955 +31%
GA
682
Geneva Advisors
Illinois
$591K -$10.9K -151 -2%
TCOV
683
Trust Company of Vermont
Vermont
$587K +$75K +1,036 +15%
HI
684
Hudock Inc
Pennsylvania
$584K +$2.82K +39 +0.5%
GP
685
Girard Partners
Pennsylvania
$583K +$43.9K +606 +8%
WIC
686
Wilkins Investment Counsel
Massachusetts
$582K
SFSG
687
Stearns Financial Services Group
North Carolina
$580K +$434 +6 +0.1%
B
688
BancorpSouth
Mississippi
$579K +$18.6K +257 +3%
DIP
689
DT Investment Partners
Pennsylvania
$578K +$582K +8,039 New
SACTSONJ
690
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$576K
WSC
691
Wellington Shields & Co
New York
$572K +$507 +7 +0.1%
ATC
692
Argent Trust Company
Louisiana
$570K +$88.1K +1,217 +18%
1SB
693
1ST Source Bank
Indiana
$568K +$75.2K +1,038 +15%
WPC
694
Waters Parkerson & Co
Louisiana
$567K -$502K -6,934 -47%
RBC
695
Ronald Blue & Co
Georgia
$558K -$340K -4,699 -38%
SFT
696
Simmons First Trust
Arkansas
$556K -$52.2K -721 -9%
SJIC
697
St. James Investment Company
Texas
$555K +$163K +2,247 +41%
AFG
698
Albion Financial Group
Utah
$554K
BHWM
699
Bar Harbor Wealth Management
New Hampshire
$551K -$2.82K -39 -0.5%
CCA
700
Checchi Capital Advisers
California
$548K +$33.8K +467 +7%