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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
GIA
76
Gateway Investment Advisers
Ohio
$58.5M +$2.28M +31,539 +4%
Cohen & Steers
77
Cohen & Steers
New York
$54.8M -$5.37M -74,115 -9%
SO
78
STRS Ohio
Ohio
$53.4M +$688K +9,507 +1%
Canada Pension Plan Investment Board
79
Canada Pension Plan Investment Board
Ontario, Canada
$50.4M +$17.3M +239,484 +52%
MIP
80
Mondrian Investment Partners
United Kingdom
$50.4M +$50.7M +699,940 +75,343%
HI
81
Honeywell International
North Carolina
$49.7M -$2.28M -31,500 -4%
USAA
82
United Services Automobile Association
Texas
$48.6M -$257K -3,547 -0.5%
H
83
Hexavest
Quebec, Canada
$48.4M +$1.89M +26,151 +4%
HSBC Holdings
84
HSBC Holdings
United Kingdom
$47.8M +$4.25M +58,656 +10%
First Trust Advisors
85
First Trust Advisors
Illinois
$46.2M +$4.02M +55,576 +9%
Barclays
86
Barclays
United Kingdom
$46M -$31.2M -431,538 -40%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$45.7M -$505K -6,981 -1%
BA
88
BlackRock Advisors
Delaware
$43.8M +$21.3M +294,759 +94%
Canada Life
89
Canada Life
Manitoba, Canada
$43.6M +$3.52M +48,547 +9%
GC
90
Guggenheim Capital
Illinois
$43M -$1M -13,849 -2%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$42.5M -$688K -9,496 -2%
SAM
92
Shell Asset Management
Netherlands
$41.2M +$6.05M +83,510 +18%
Chevy Chase Trust
93
Chevy Chase Trust
Maryland
$41.2M +$1.13M +15,622 +3%
Axa
94
Axa
France
$40.8M +$4.89M +67,497 +14%
NMIMC
95
Northwestern Mutual Investment Management Company
Wisconsin
$40.4M -$13.2M -182,845 -25%
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$39.4M +$7.45M +102,858 +23%
Robeco Institutional Asset Management
97
Robeco Institutional Asset Management
Netherlands
$39.4M +$7.69M +106,225 +24%
BGIM
98
Brandywine Global Investment Management
Pennsylvania
$39.3M +$8.36M +115,479 +27%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$38.1M +$8.61M +118,976 +29%
SC
100
Stralem & Co
New York
$38.1M +$38.3M +529,450 New