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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
BONST
826
Bank of Nova Scotia Trust
Ontario, Canada
$309K -$7.24K -100 -2%
HA
827
Halsey Associates
Connecticut
$308K
W
828
Wealthquest
Ohio
$305K +$3.55K +49 +1%
HCA
829
Horan Capital Advisors
Ohio
$303K -$12.1K -167 -4%
PWLP
830
Prio Wealth Limited Partnership
Massachusetts
$303K
GF
831
Gerstein Fisher
New York
$301K +$16K +221 +6%
WEC
832
Winslow Evans & Crocker
Massachusetts
$301K -$33.6K -464 -10%
FC
833
Forte Capital
New York
$300K +$1.81K +25 +0.6%
MA
834
MCF Advisors
Kentucky
$299K -$295K -4,075 -50%
CFA
835
Capstone Financial Advisors
Illinois
$298K -$30K -415 -9%
PCMI
836
Princeton Capital Management Inc
New Jersey
$296K -$32.6K -450 -10%
HCM
837
Horrell Capital Management
Arkansas
$296K
BAM
838
Brave Asset Management
New Jersey
$295K
SFA
839
Sequoia Financial Advisors
Ohio
$295K
BDF
840
Balasa Dinverno & Foltz
$293K -$57.6K -795 -16%
CC
841
Cannell & Co
New York
$291K -$5.43K -75 -2%
PP
842
Prudential plc
United Kingdom
$291K
MHS
843
M Holdings Securities
Oregon
$291K +$293K +4,048 New
GLI
844
Guardian Life Insurance
New York
$290K +$72.6K +1,002 +33%
AW
845
ACG Wealth
Georgia
$288K -$8.26K -114 -3%
PIA
846
Peachtree Investment Advisors
Georgia
$288K +$2.97K +41 +1%
EMG
847
Ellington Management Group
Connecticut
$288K +$290K +4,000 New
SIG
848
Sky Investment Group
Connecticut
$287K
CWP
849
Capital Wealth Planning
Florida
$284K
CCG
850
Cypress Capital Group
Florida
$283K