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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
AB
701
Atlas Brown
Kentucky
$534K -$25.9K -358 -5%
NFG
702
Next Financial Group
Texas
$532K -$13.3K -183 -2%
IB
703
Intrust Bank
Kansas
$524K -$183K -2,523 -26%
SC
704
Schulhoff & Co
Ohio
$523K -$22.6K -312 -4%
MIM
705
Montgomery Investment Management
Maryland
$522K -$339K -4,687 -39%
SBH
706
Segall Bryant & Hamill
Illinois
$522K -$18.9K -261 -3%
GC
707
Grimes & Company
Massachusetts
$522K
LNWWM
708
Laird Norton Wetherby Wealth Management
California
$521K +$20.2K +279 +4%
AIM
709
Aspen Investment Management
Michigan
$520K -$7.24K -100 -1%
TF
710
Tompkins Financial
New York
$520K
CK
711
Cohen Klingenstein
New York
$518K
FIM
712
Freedom Investment Management
Connecticut
$516K +$285K +3,933 +88%
HB
713
Homrich & Berg
Georgia
$510K +$54.5K +753 +12%
CIC
714
Crawford Investment Counsel
Georgia
$506K -$69.9K -966 -12%
NAMA
715
Nikko Asset Management Americas
New York
$502K
GHA
716
GW Henssler & Associates
Georgia
$501K -$108K -1,494 -18%
BCM
717
Boltwood Capital Management
California
$500K +$503K +6,945 New
WTC
718
WhitTier Trust Company
Nevada
$498K -$79.6K -1,100 -14%
CT
719
Coastline Trust
Rhode Island
$492K
DSC
720
Duncker Streett & Co
Missouri
$492K +$104K +1,440 +27%
CI
721
Capital Innovations
Wisconsin
$488K +$10.1K +140 +2%
FWM
722
Frontier Wealth Management
Missouri
$487K +$86.7K +1,198 +22%
Marshall Wace
723
Marshall Wace
United Kingdom
$485K +$488K +6,743 New
PAM
724
Premier Asset Management
Illinois
$482K -$23.5K -325 -5%
FTC
725
Farmers Trust Company
Ohio
$476K +$3.26K +45 +0.7%