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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
HWA
926
Heritage Wealth Advisors
Virginia
$203K +$204K +2,821 New
SFM
927
Signet Financial Management
New Jersey
$202K +$203K +2,801 New
LWCFA
928
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$201K
CCM
929
Check Capital Management
California
$201K +$203K +2,799 New
CAM
930
Cubic Asset Management
Massachusetts
$200K +$201K +2,781 New
PSI
931
Pinnacle Summer Investments
Virginia
$195K +$182K +2,510 +1,255%
MGIA
932
Moneta Group Investment Advisors
Missouri
$194K +$195K +2,692 New
CHP
933
Cable Hill Partners
Oregon
$193K
OSNBOA
934
Old Second National Bank of Aurora
Illinois
$191K
MIC
935
MU Investments Company
Japan
$191K +$196K +2,700 New
HCM
936
Horan Capital Management
Maryland
$187K
IWMPD
937
Integrated Wealth Management (Palm Desert)
California
$184K +$32.6K +450 +21%
BEAM
938
Baker Ellis Asset Management
Washington
$178K -$7.75K -107 -4%
CFA
939
CT Financial Advisors
Pennsylvania
$177K
MBT
940
Monroe Bank & Trust
Michigan
$175K -$11.4K -158 -6%
FMP
941
Financial Management Professionals
Texas
$172K
MCM
942
Manchester Capital Management
Vermont
$170K
Simplex Trading
943
Simplex Trading
Illinois
$167K -$1.4M -19,356 -89%
NIMI
944
Natixis Investment Managers International
France
$167K +$56.4K +779 +51%
VFA
945
Virtus Fund Advisers
Connecticut
$166K
QCG
946
Quadrant Capital Group
Ohio
$165K -$5K -69 -3%
VIA
947
Vantage Investment Advisors
Pennsylvania
$162K +$48.4K +668 +42%
CBT
948
Central Bank & Trust
Kentucky
$160K
VNA
949
Valley National Advisers
Pennsylvania
$157K +$1.45K +20 +0.9%
AA
950
AlphaMark Advisors
Kentucky
$156K