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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
CBU
876
CIBC Bank USA
Illinois
$256K -$4.05K -56 -2%
SFI
877
SPC Financial Inc
Maryland
$253K +$255K +3,515 New
RT
878
Rockland Trust
Massachusetts
$252K -$27.1K -374 -10%
CR
879
Cooperatieve Rabobank
Netherlands
$252K -$23.3K -322 -8%
NPIT
880
National Penn Investors Trust
Pennsylvania
$252K -$18.5K -255 -7%
EWM
881
Evermay Wealth Management
Virginia
$252K
TCM
882
Twin Capital Management
Pennsylvania
$252K
HCM
883
Hall Capital Management
Rhode Island
$250K -$107K -1,476 -30%
DWT
884
Dorsey & Whitney Trust
South Dakota
$250K +$45K +622 +22%
Two Sigma Investments
885
Two Sigma Investments
New York
$247K -$475K -6,560 -66%
SAM
886
SignalPoint Asset Management
Missouri
$247K +$28K +387 +13%
CCM
887
Compton Capital Management
Rhode Island
$240K
BSW
888
Buckingham Strategic Wealth
Missouri
$239K +$3.69K +51 +2%
Luther King Capital Management (LKCM)
889
Luther King Capital Management (LKCM)
Texas
$239K +$18.2K +251 +8%
KPCM
890
Kings Point Capital Management
New York
$238K -$7.96K -110 -3%
SCM
891
Salem Capital Management
Massachusetts
$237K
VAM
892
Verity Asset Management
North Carolina
$237K +$239K +3,294 New
KTC
893
Kistler-Tiffany Companies
Pennsylvania
$236K -$1.09K -15 -0.5%
GJIC
894
Gamble Jones Investment Counsel
California
$235K -$11.9K -164 -5%
BRA
895
Bender Robert & Associates
California
$233K +$14.8K +205 +7%
PIM
896
Penobscot Investment Management
Massachusetts
$232K
P
897
Pitcairn
Pennsylvania
$231K -$13.6K -188 -6%
CIS
898
Connors Investor Services
Pennsylvania
$231K
ARC
899
Absolute Return Capital
Massachusetts
$231K +$233K +3,217 New
WFMPM
900
Woodley Farra Manion Portfolio Management
Indiana
$226K