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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
GAM
1001
Gemmer Asset Management
California
$58K
LWA
1002
Lenox Wealth Advisors
New York
$56K +$56.6K +782 New
FWM
1003
Focused Wealth Management
New York
$54K +$8.33K +115 +18%
OFS
1004
Orrstown Financial Services
Pennsylvania
$53K -$7.24K -100 -12%
BFEC
1005
Benjamin F. Edwards & Company
Missouri
$52K +$7.24K +100 +16%
N
1006
Nuveen
North Carolina
$51.1K +$28.3M +390,571 +122%
JAM
1007
Jolley Asset Management
North Carolina
$50K
TWA
1008
TCI Wealth Advisors
Arizona
$49K +$1.01K +14 +2%
ATC
1009
Adirondack Trust Company
New York
$48K
SHJ
1010
Sharkey, Howes & Javer
Colorado
$46K +$48.8K +674 New
CG
1011
Colony Group
Massachusetts
$44K
PFBT
1012
Parkside Financial Bank & Trust
Missouri
$44K +$45K +622 New
SIM
1013
Sonora Investment Management
Arizona
$44K +$47K +649 New
DOA
1014
D'Orazio & Associates
Virginia
$41K +$145 +2 +0.4%
JG
1015
Jefferies Group
New York
$36K -$32.9M -454,831 -100%
CFA
1016
Camarda Financial Advisors
Florida
$34K
AP
1017
Atwood & Palmer
Missouri
$32K -$16.1K -222 -33%
SIG
1018
Stanford Investment Group
California
$31K +$72 +1 +0.2%
MCA
1019
Mercer Capital Advisers
New Jersey
$30K
AC
1020
Alexandria Capital
Virginia
$29K
TSU
1021
TD Securities (USA)
New York
$28K -$20.3M -279,676 -100%
TDC
1022
Thompson Davis & Co
Virginia
$28K +$10.9K +150 +61%
UFA
1023
US Financial Advisors
Massachusetts
$27K
BWA
1024
Burt Wealth Advisors
Maryland
$26K -$20.1K -278 -43%
HCM
1025
Highlander Capital Management
New Jersey
$26K +$217 +3 +0.8%