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Duke Energy

921 hedge funds and large institutions have $25.4B invested in Duke Energy in 2013 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 339 increasing their positions, 389 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $255M | Put options by funds: $128M

16% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 50

0.69% more ownership

Funds ownership: 53.17%53.86% (+0.69%)

0% more capital invested

Capital invested by funds: $25.4B → $25.4B (+$66.1M)

0% more funds holding

Funds holding: 920921 (+1)

13% less repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 389

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

Holders
921
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
29.86%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.42%
New
58
Increased
339
Reduced
389
Closed
50
Calls
$255M
Puts
$128M
Net Calls
+$127M
Net Calls Change
+$3.27M
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
776
Formidable Asset Management
Ohio
$269K +$273K +4,003 New
WB
777
Webster Bank
Connecticut
$266K -$11.9K -174 -4%
GA
778
Geneva Advisors
Illinois
$265K -$79K -1,158 -23%
AP
779
Atwood & Palmer
Missouri
$263K -$26.5K -388 -9%
NPIT
780
National Penn Investors Trust
Pennsylvania
$263K
CCG
781
Cypress Capital Group
Florida
$262K
NPPM
782
North Point Portfolio Managers
Ohio
$262K +$15.5K +227 +6%
CC
783
Cipher Capital
New York
$262K +$267K +3,920 New
GCP
784
GSA Capital Partners
United Kingdom
$261K -$677K -9,918 -72%
BSB
785
Bangor Savings Bank
Maine
$261K -$26.3K -385 -9%
BUB
786
BBVA USA Bancshares
Texas
$260K +$17.9K +263 +7%
CCP
787
Clarkston Capital Partners
Michigan
$260K +$61.4K +900 +30%
EGA
788
Eagle Global Advisors
Texas
$259K
PWLP
789
Prio Wealth Limited Partnership
Massachusetts
$259K
GIP
790
Granite Investment Partners
California
$254K
AAM
791
Aureus Asset Management
Massachusetts
$252K
OPTFSNA
792
Old Point Trust & Financial Services N A
Virginia
$249K +$6.75K +99 +3%
NIA
793
Northstar Investment Advisors
Colorado
$246K
BDF
794
Balasa Dinverno & Foltz
$243K -$17K -249 -6%
NSAM
795
North Star Asset Management
Wisconsin
$243K -$8.19K -120 -3%
EFSCE
796
Enterprise Financial Services Corp (EFSC)
Missouri
$243K +$11.3K +166 +5%
RT
797
Rockland Trust
Massachusetts
$241K
HIM
798
Hillsdale Investment Management
Ontario, Canada
$240K -$20.5K -300 -8%
HA
799
Halsey Associates
Connecticut
$238K -$9.07K -133 -4%
PGIM
800
Pacific Global Investment Management
California
$238K -$5.25K -77 -2%