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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
LWM
1026
Lenox Wealth Management
Ohio
$25K
DA
1027
Dunvegan Associates
California
$24K -$91.3K -1,261 -79%
BL
1028
Balentine LLC
Georgia
$24K
HSA
1029
Hussman Strategic Advisors
Maryland
$24K
Lazard Asset Management
1030
Lazard Asset Management
New York
$23K
AA
1031
Apriem Advisors
California
$22K
KA
1032
Klingman & Associates
New York
$22K
SGC
1033
South Georgia Capital
Illinois
$22K
FMT
1034
First Mercantile Trust
Tennessee
$20K
LYV
1035
Live Your Vision
Pennsylvania
$20K +$20.5K +283 New
GWS
1036
Glassman Wealth Services
Virginia
$19K
SIA
1037
SeaBridge Investment Advisors
New Jersey
$19K
TFO
1038
Tarbox Family Office
California
$18K
LWA
1039
Lowe Wealth Advisors
Maryland
$17K -$41K -566 -71%
BCM
1040
Blume Capital Management
California
$17K
FNBSF
1041
First National Bank Sioux Falls
South Dakota
$17K
CTB
1042
Country Trust Bank
Illinois
$14K -$3.62K -50 -20%
NHFG
1043
New Harbor Financial Group
Massachusetts
$14K
WCM
1044
Wealthcare Capital Management
Virginia
$13K
TC
1045
Trust Company
Kansas
$13K +$12.7K +176 New
WOC
1046
West Oak Capital
California
$12.5K
JIR
1047
James Investment Research
Ohio
$12K -$65.2K -900 -84%
SCP
1048
Syntal Capital Partners
Texas
$11K
TRCT
1049
Tower Research Capital (TRC)
New York
$9K -$128K -1,764 -94%
BCA
1050
Bray Capital Advisors
Florida
$9K