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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
S
951
SignatureFD
Georgia
$155K +$107K +1,473 +217%
WTB
952
Washington Trust Bank
Washington
$153K
MSFP
953
Mark Sheptoff Financial Planning
Connecticut
$151K
CP
954
Corbenic Partners
Pennsylvania
$150K +$9.63K +133 +7%
TCM
955
Tradewinds Capital Management
Washington
$148K +$145 +2 +0.1%
WA
956
Waverly Advisors
Alabama
$146K +$67.2K +928 +85%
JWM
957
Jackson Wealth Management
Florida
$146K +$147K +2,025 New
HIM
958
Hillsdale Investment Management
Ontario, Canada
$144K
MCM
959
MV Capital Management
Maryland
$138K +$38K +525 +38%
PIM
960
Parasol Investment Management
Illinois
$134K -$11.3K -156 -8%
PMFA
961
Plante Moran Financial Advisors
Michigan
$134K +$21.1K +292 +19%
RPG
962
Risk Paradigm Group
Texas
$132K +$26.9K +372 +25%
KF
963
Krilogy Financial
Missouri
$132K +$133K +1,831 New
DBT
964
Dubuque Bank & Trust
Iowa
$127K
CAM
965
Cacti Asset Management
Georgia
$120K
ACS
966
Archford Capital Strategies
Illinois
$116K +$86.5K +1,195 +283%
JWM
967
Jacobus Wealth Management
Wisconsin
$113K -$12.5K -173 -10%
ARMC
968
American Research & Management Company
Massachusetts
$110K
HFM
969
Hartford Financial Management
Connecticut
$110K
AF
970
Allworth Financial
California
$109K -$72 -1 -0.1%
KCPG
971
Kavar Capital Partners Group
Kansas
$107K -$579 -8 -0.5%
BAM
972
Barrett Asset Management
New York
$106K
1832 Asset Management
973
1832 Asset Management
Ontario, Canada
$103K +$1.88K +26 +2%
CK
974
Carnick & Kubik
Colorado
$101K +$102K +1,405 New
AF
975
Arrow Financial
New York
$101K