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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
HighTower Advisors
176
HighTower Advisors
Illinois
$12.3M -$468K -6,459 -4%
PR
177
Payden & Rygel
California
$12.2M
PCA
178
Personal Capital Advisors
California
$11.9M +$1.52M +20,937 +15%
TIAAOA
179
Teachers Insurance & Annuity Association of America
New York
$11.6M
RFC
180
Regions Financial Corp
Alabama
$11.6M -$737K -10,184 -6%
ZP
181
Zimmer Partners
New York
$11.5M +$7.24M +100,000 +169%
EIM
182
ExxonMobil Investment Management
Texas
$11.4M +$325K +4,493 +3%
BTS
183
BB&T Securities
Virginia
$11.3M +$1.93M +26,686 +21%
PIA
184
Piedmont Investment Advisors
North Carolina
$10.9M +$87.8K +1,212 +0.8%
QAM
185
QCI Asset Management
New York
$10.9M +$1.34M +18,507 +14%
PP
186
PDT Partners
New York
$10.7M -$6.96M -96,116 -39%
Nomura Asset Management
187
Nomura Asset Management
Japan
$10.5M +$343K +4,731 +3%
FWIA
188
Fort Washington Investment Advisors
Ohio
$10.4M +$75.6K +1,044 +0.7%
SC
189
SouthState Corp
Florida
$10.2M +$1.02M +14,097 +11%
OC
190
Oppenheimer & Co
New York
$10.1M +$134K +1,856 +1%
Calamos Advisors
191
Calamos Advisors
Illinois
$10.1M -$12.7K -176 -0.1%
TAM
192
Tocqueville Asset Management
New York
$10M +$1.06M +14,650 +12%
HAI
193
Hennessy Advisors Inc
California
$9.99M -$1.85M -25,500 -16%
GGI
194
Godsey & Gibb Inc
Virginia
$9.9M +$162K +2,236 +2%
FAF
195
Fjarde Ap-fonden
Sweden
$9.78M -$1.02M -14,057 -9%
LSV Asset Management
196
LSV Asset Management
Illinois
$9.68M +$9.74M +134,500 New
ACM
197
Aviance Capital Management
Florida
$9.24M +$9.3M +128,418 New
EARNEST Partners
198
EARNEST Partners
Georgia
$9.21M -$175K -2,417 -2%
EB
199
Eastern Bank
Massachusetts
$9.19M +$145K +2,004 +2%
FCI
200
Financial Counselors Inc
Kansas
$9.12M -$7.67K -106 -0.1%