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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
Comerica Bank
151
Comerica Bank
Texas
$15.7M -$16M -220,985 -50%
Truist Financial
152
Truist Financial
North Carolina
$15.4M +$392K +5,411 +3%
Korea Investment Corp
153
Korea Investment Corp
South Korea
$15.4M +$1.7M +23,500 +12%
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
$15.2M -$4.99M -68,864 -25%
UB
155
UMB Bank
Missouri
$15.1M -$81.2K -1,121 -0.5%
Janus Henderson Group
156
Janus Henderson Group
United Kingdom
$15M -$221K -3,051 -1%
Envestnet Asset Management
157
Envestnet Asset Management
Illinois
$15M -$1.35M -18,707 -8%
DekaBank Deutsche Girozentrale
158
DekaBank Deutsche Girozentrale
Germany
$14.8M +$7.13M +98,414 +89%
MHC
159
Meyer Handelman Company
New York
$14.7M
NFA
160
Nationwide Fund Advisors
Ohio
$14.7M -$253K -3,499 -2%
Citadel Advisors
161
Citadel Advisors
Florida
$14.7M +$14.7M +203,566 +27,734%
GIBU
162
Gulf International Bank (UK)
United Kingdom
$14.6M -$161K -2,230 -1%
VRS
163
Virginia Retirement Systems
Virginia
$14.6M +$8.24M +113,812 +128%
BNP Paribas Asset Management
164
BNP Paribas Asset Management
France
$14.5M -$4.65M -64,270 -24%
Los Angeles Capital Management
165
Los Angeles Capital Management
California
$14.4M +$2.17M +29,980 +18%
RCM
166
Riverhead Capital Management
Delaware
$14.3M +$27.2K +375 +0.2%
RJFSA
167
Raymond James Financial Services Advisors
Florida
$14.3M +$10.4M +143,250 +261%
LPL Financial
168
LPL Financial
California
$13.4M -$719K -9,932 -5%
SCM
169
Symons Capital Management
Pennsylvania
$13.1M -$1.06M -14,630 -7%
Public Sector Pension Investment Board (PSP Investments)
170
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.1M -$4.09M -56,500 -24%
CCMH
171
Cornerstone Capital Management Holdings
New York
$12.8M +$22K +304 +0.2%
EVM
172
Eaton Vance Management
Massachusetts
$12.7M +$3.24M +44,740 +34%
HIMCH
173
Hartford Investment Management Co (HIMCO)
Connecticut
$12.4M -$103K -1,421 -0.8%
AI
174
Analytic Investors
California
$12.4M -$2.57M -35,439 -17%
IRF
175
IBM Retirement Fund
New York
$12.3M -$55.3K -764 -0.5%