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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
New York State Teachers Retirement System (NYSTRS)
51
New York State Teachers Retirement System (NYSTRS)
New York
$93.6M -$138K -1,901 -0.1%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$93.6M +$2.78M +38,404 +3%
AllianceBernstein
53
AllianceBernstein
Tennessee
$91.4M +$1.11M +15,372 +1%
PPA
54
Parametric Portfolio Associates
Washington
$89.9M +$8.19M +113,057 +10%
JHIU
55
Janus Henderson Investors US
Colorado
$88.3M -$50.6M -699,490 -36%
TA
56
Teachers Advisors
New York
$87.2M +$920K +12,700 +1%
APG Asset Management
57
APG Asset Management
Netherlands
$85.6M -$23.2M -320,038 -21%
UBS Group
58
UBS Group
Switzerland
$83.7M -$11.2M -154,871 -12%
T
59
TOBAM
France
$81M +$18M +248,641 +28%
SP
60
Sarasin & Partners
United Kingdom
$81M +$3.54M +48,880 +5%
IGIM
61
I.G. Investment Management
Manitoba, Canada
$75.7M +$549K +7,586 +0.7%
MTB
62
Mizuho Trust & Banking
Japan
$75.5M +$1.09M +15,038 +1%
PI
63
PGGM Investments
Netherlands
$75.5M -$1.21M -16,763 -2%
Prudential Financial
64
Prudential Financial
New Jersey
$75.3M -$1.81M -24,966 -2%
Macquarie Group
65
Macquarie Group
Australia
$74.2M -$4.8M -66,235 -6%
Allianz Asset Management
66
Allianz Asset Management
Germany
$72.6M +$371K +5,128 +0.5%
CNB
67
City National Bank
California
$68.4M +$7.58M +104,631 +12%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$68.3M +$1.26M +17,378 +2%
Dimensional Fund Advisors
69
Dimensional Fund Advisors
Texas
$67.9M +$923K +12,741 +1%
State of Wisconsin Investment Board
70
State of Wisconsin Investment Board
Wisconsin
$64.2M +$1.41M +19,416 +2%
BJ
71
BlackRock Japan
Japan
$63.6M +$3.58M +49,390 +6%
LCOV
72
London Company of Virginia
Virginia
$63.5M +$4.18M +57,771 +7%
Principal Financial Group
73
Principal Financial Group
Iowa
$63.4M -$11.9K -165 -0%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$63M -$439K -6,057 -0.7%
WHRC
75
W.H. Reaves & Co
New Jersey
$58.9M -$88.7K -1,225 -0.1%