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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
BFC
726
Blue Fin Capital
Rhode Island
$474K -$12K -166 -2%
LNC
727
Lincoln National Corp
Pennsylvania
$474K +$42.9K +593 +10%
RAM
728
Roanoke Asset Management
New Jersey
$467K
Bessemer Group
729
Bessemer Group
New Jersey
$465K -$5.63M -77,739 -92%
CCC
730
Chelsea Counsel Company
California
$463K -$4.63K -64 -1%
SRSA
731
S.R. Schill & Associates
Washington
$463K +$17.4K +241 +4%
PFSC
732
Peoples Financial Services Corp
Pennsylvania
$462K +$7.24K +100 +2%
Jones Financial Companies
733
Jones Financial Companies
Missouri
$461K -$169K -2,328 -27%
WRM
734
Westport Resources Management
Connecticut
$461K -$5.43K -75 -1%
AR
735
Advisory Research
Illinois
$459K -$118K -1,634 -20%
WIS
736
Wright Investors Service
Connecticut
$454K -$29.3K -405 -6%
NIT
737
NumerixS Investment Technologies
British Columbia, Canada
$446K -$3.1M -42,858 -87%
GCP
738
GSA Capital Partners
United Kingdom
$441K -$2.8M -38,616 -86%
AT
739
Argent Trust
Texas
$440K +$33.5K +463 +8%
CPA
740
Cowen Prime Advisors
New York
$439K
KS
741
Karpas Strategies
Connecticut
$437K
CNBT
742
Canandaigua National Bank & Trust
New York
$436K +$15.1K +208 +4%
ARMT
743
Amica Retiree Medical Trust
Rhode Island
$435K
ATC
744
Argent Trust Co
Tennessee
$434K -$89.1K -1,230 -17%
WT
745
Washington Trust
Rhode Island
$432K -$49.3K -681 -10%
SCA
746
Stonebridge Capital Advisors
Minnesota
$432K -$6.16K -85 -1%
NC
747
NewSquare Capital
Pennsylvania
$432K +$409K +5,642 +1,559%
BKA
748
Brick & Kyle Associates
Pennsylvania
$430K
CCT
749
Country Club Trust
Missouri
$425K
WC
750
Whitnell & Co
Illinois
$424K