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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
Mariner
776
Mariner
Kansas
$371K -$279K -3,859 -43%
MC
777
Middleton & Co
Massachusetts
$369K
BTNA
778
Bremer Trust National Association
Minnesota
$365K -$233K -3,214 -39%
CPIG
779
Chicago Partners Investment Group
Illinois
$362K
IP
780
Isthmus Partners
Wisconsin
$361K -$16.9K -233 -4%
CS
781
Credential Securities
$360K +$3.33K +46 +0.9%
AFWA
782
Ancora Family Wealth Advisors
Ohio
$357K +$360K +4,968 New
IAMOG
783
Investors Asset Management of Georgia
Georgia
$356K
OC
784
Oarsman Capital
Wisconsin
$356K +$2.9K +40 +0.8%
AWA
785
AmeriServ Wealth Advisors
Pennsylvania
$356K +$27.4K +378 +8%
WCM
786
Windsor Capital Management
Arizona
$355K -$26.8K -370 -7%
OCG
787
Opus Capital Group
Ohio
$355K
NB
788
NBT Bank
New York
$354K -$1.52K -21 -0.4%
SIG
789
Schooner Investment Group
Pennsylvania
$353K -$181K -2,500 -33%
FNB
790
First Niagara Bank
New York
$350K -$170K -2,351 -33%
NGA
791
Naples Global Advisors
Florida
$350K +$43.4K +600 +14%
PG
792
Patten Group
Tennessee
$348K -$37.1K -512 -10%
GD
793
Grandfield & Dodd
New York
$348K -$8.76K -121 -2%
KWMG
794
King Wealth Management Group
Florida
$345K +$2.97K +41 +0.9%
CCS
795
Crosspoint Capital Strategies
California
$344K -$764K -10,555 -69%
ACP
796
Aviance Capital Partners
Florida
$344K -$39.5K -546 -10%
GSBTD
797
Glenview State Bank Trust Department
Illinois
$343K
ASN
798
Advisory Services Network
Georgia
$343K +$41.7K +576 +14%
BAM
799
Berkshire Asset Management
Pennsylvania
$341K
Fidelity International
800
Fidelity International
Bermuda
$341K +$93.2K +1,287 +37%