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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
SFSIG
901
San Francisco Sentry Investment Group
California
$14K -$1.71K -25 -11%
UB
902
UMB Bank
Missouri
$13.6K -$1.32M -19,382 -9%
MAS
903
Madden Advisory Services
Florida
$13K
MFBTD
904
MB Financial Bank - Trust Department
Illinois
$13K
NHFG
905
New Harbor Financial Group
Massachusetts
$13K
PIA
906
Piedmont Investment Advisors
North Carolina
$12.8K +$205 +3 +2%
S
907
SignatureFD
Georgia
$12K -$104K -1,526 -90%
JIR
908
James Investment Research
Ohio
$11K -$14.2K -208 -56%
LWCFA
909
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K
TCCM
910
Timber Creek Capital Management
Massachusetts
$11K +$11.9K +174 New
EA
911
Ecofin Advisors
United Kingdom
$10.4K -$4.8M -70,424 -99%
AIA
912
Alerus Investment Advisors
Minnesota
$9K -$215K -3,146 -96%
PMFA
913
Plante Moran Financial Advisors
Michigan
$9K -$28K -410 -76%
FWM
914
Focused Wealth Management
New York
$9K +$8.73K +128 New
NIM
915
NuWave Investment Management
New Jersey
$6K +$136 +2 +2%
PFO
916
Pathstone Family Office
New Jersey
$5K
CCM
917
Chilton Capital Management
Texas
$4.41K -$7.5K -110 -63%
SFPIA
918
Stevens First Principles Investment Advisors
California
$4K
Victory Capital Management
919
Victory Capital Management
Texas
$4K +$4.3K +63 New
ATC
920
Adirondack Trust Company
New York
$2K
LFG
921
LifePlan Financial Group
Ohio
$2K
ZTNA
922
Zions Trust National Association
Utah
$2K
EFS
923
Essex Financial Services
Connecticut
$1.06K -$67.8K -994 -6%
CCT
924
Capital City Trust
Florida
$312 +$49.3K +722 +18%
EA
925
Euclid Advisors
Connecticut
-$64.8M -960,000 Closed