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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
MIS
126
Morningstar Investment Services
Illinois
$22.7M +$8.09M +111,764 +55%
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$22.4M -$450K -6,212 -2%
SLAM
128
Swiss Life Asset Management
$22.2M +$3.46M +47,796 +18%
KBC Group
129
KBC Group
Belgium
$22M -$17.2M -237,801 -44%
EAM
130
Edge Asset Management
Washington
$20.7M +$367K +5,072 +2%
AIG
131
American International Group
New York
$20.2M -$276K -3,811 -1%
TU
132
TDAM USA
Ontario, Canada
$20M +$382K +5,269 +2%
ST
133
Sabal Trust
Florida
$19.8M +$1.3M +18,015 +7%
CC
134
Chubb Corp
New Jersey
$19.6M
Citigroup
135
Citigroup
New York
$19.5M -$1.63M -22,488 -8%
AG
136
Aperio Group
California
$19.4M +$1.65M +22,815 +9%
VOYA Investment Management
137
VOYA Investment Management
Georgia
$19.2M +$1.8M +24,823 +10%
JMPWA
138
JP Morgan Private Wealth Advisors
California
$19M -$905K -12,496 -5%
Stifel Financial
139
Stifel Financial
Missouri
$19M +$1.21M +16,733 +7%
State of Tennessee, Department of Treasury
140
State of Tennessee, Department of Treasury
Tennessee
$18.6M -$5.71M -78,800 -23%
MAM
141
Magellan Asset Management
Australia
$18.3M +$236K +3,260 +1%
JCM
142
Janney Capital Management
Pennsylvania
$17.8M +$18M +247,958 New
TPSF
143
Texas Permanent School Fund
Texas
$17.7M -$457K -6,318 -3%
Royal London Asset Management
144
Royal London Asset Management
United Kingdom
$17.6M +$17.7M +244,403 New
PI
145
Putnam Investments
Massachusetts
$17.1M -$1.56M -21,607 -8%
VDI
146
Vaughan David Investments
Illinois
$16.8M +$230K +3,183 +1%
Credit Agricole
147
Credit Agricole
France
$16.7M +$521K +7,200 +3%
BKBG
148
BHF Kleinwort Benson Group
Belgium
$16.6M +$10.9M +150,204 +186%
BC
149
Bruce & Co
Illinois
$16.2M +$7.7M +106,300 +89%
BMO
150
Beck Mack & Oliver
New York
$15.8M -$158K -2,185 -1%