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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
EWM
851
Elite Wealth Management
Washington
$142K +$145K +2,127 New
ECM
852
ETrade Capital Management
Virginia
$139K +$51.8K +759 +57%
AA
853
AlphaMark Advisors
Kentucky
$138K -$39.5K -579 -22%
QAM
854
QCI Asset Management
New York
$137K
JWM
855
Jacobus Wealth Management
Wisconsin
$121K
CAM
856
Cacti Asset Management
Georgia
$111K
AFC
857
AFT Forsyth & Company
Florida
$103K
ARMC
858
American Research & Management Company
Massachusetts
$102K -$12.4K -182 -11%
NCM
859
Nelson Capital Management
California
$100K
ITIM
860
Indiana Trust & Investment Management
Indiana
$97K +$98.9K +1,450 New
WOC
861
West Oak Capital
California
$95.8K -$18.1K -266 -16%
Manulife (Manufacturers Life Insurance)
862
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$90.2K +$1.82M +26,686 +2%
GI
863
Gradient Investments
Minnesota
$90K -$52.1K -764 -36%
SSG
864
Summit Securities Group
New York
$87K -$1.36K -20 -2%
MAM
865
Mizuho Asset Management
Japan
$87K
IMS
866
Index Management Solutions
Pennsylvania
$81K +$82.7K +1,212 New
PSC
867
Prentiss Smith & Co
Vermont
$79K +$23.7K +348 +41%
KTC
868
Kistler-Tiffany Companies
Pennsylvania
$74K +$22.7K +333 +43%
RI
869
Redwood Investments
Massachusetts
$73K
SOAMC
870
Spirit of America Management Corp
New York
$73K
WCM
871
Wealthcare Capital Management
Virginia
$67K
BFEC
872
Benjamin F. Edwards & Company
Missouri
$67K +$2.66K +39 +4%
ST
873
SpiderRock Trading
Illinois
$60K
HCC
874
Hirtle Callaghan & Co
Pennsylvania
$59K +$60.2K +883 New
AWMS
875
Advocacy Wealth Management Services
Georgia
$56K +$38.6K +566 +244%