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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
NCM
976
Nelson Capital Management
California
$96K
Manulife (Manufacturers Life Insurance)
977
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$95.1K +$2.78M +38,440 +3%
EDRH
978
Edmond de Rothschild Holding
Switzerland
$94K
EDRS
979
Edmond de Rothschild (Suisse)
Switzerland
$94K
JIC
980
Joel Isaacson & Co
New York
$94K +$19.9K +275 +27%
AWM
981
AllSquare Wealth Management
New York
$93K
IMS
982
Index Management Solutions
Pennsylvania
$93K +$5.58K +77 +6%
PCTC
983
Perkins Coie Trust Company
Washington
$92K
DLHL
984
Donald L. Hagan LLC
Florida
$90K +$90.4K +1,248 New
WA
985
Winfield Associates
Ohio
$87K
FIB
986
First Interstate Bank
Montana
$86K +$86.6K +1,196 New
PSC
987
Prentiss Smith & Co
Vermont
$85K
JIM
988
Jupiter Investment Management
United Kingdom
$85K +$86.5K +1,194 New
RI
989
Redwood Investments
Massachusetts
$79K
GWM
990
Gupta Wealth Management
California
$78K +$11.6K +160 +17%
AIM
991
Advantage Investment Management
Iowa
$74K
OC
992
Oakworth Capital
Alabama
$74K
NSIM
993
North Star Investment Management
Illinois
$70K +$72 +1 +0.1%
ZB
994
Zions Bancorporation
Utah
$67K -$21.2K -293 -23%
NYLIM
995
New York Life Investment Management
New York
$65K -$65.2K -900 -50%
AWS
996
Aris Wealth Services
Pennsylvania
$64K -$24.3K -335 -27%
SAC
997
Smith Affiliated Capital
New York
$62.6K
CFS
998
Commonwealth Financial Services
West Virginia
$62K
FBC
999
Fairfield, Bush & Co
Connecticut
$60K -$376K -5,199 -86%
CLOS
1000
Compagnie Lombard Odier SCmA
Switzerland
$58K