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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
OPERF
201
Oregon Public Employees Retirement Fund
Oregon
$9.04M +$115K +1,592 +1%
CIBC Asset Management
202
CIBC Asset Management
Ontario, Canada
$8.95M +$63.9K +882 +0.7%
WA
203
Wasatch Advisors
Utah
$8.95M +$2.13M +29,474 +31%
URS
204
Utah Retirement Systems
Utah
$8.9M +$50.7K +700 +0.6%
BSA
205
Braun Stacey Associates
New York
$8.83M -$8.53M -117,738 -49%
CDH
206
Charles D. Hyman
$8.82M -$314K -4,335 -3%
CTA
207
Colonial Trust Advisors
South Carolina
$8.77M -$75.7K -1,046 -0.9%
ORIO
208
Old Republic International (ORI)
Illinois
$8.69M +$2.17M +30,000 +25%
PNC
209
Park National Corp
Ohio
$8.68M -$14K -193 -0.2%
TSW
210
Thompson Siegel & Walmsley
Virginia
$8.64M +$280K +3,865 +3%
KeyBank National Association
211
KeyBank National Association
Ohio
$8.63M -$359K -4,957 -4%
BG
212
Bollard Group
Massachusetts
$8.59M +$99.2K +1,370 +1%
Janney Montgomery Scott
213
Janney Montgomery Scott
Pennsylvania
$8.57M +$5.29K +73 +0.1%
SF
214
Synovus Financial
Georgia
$8.56M +$463K +6,397 +6%
Asset Management One
215
Asset Management One
Japan
$8.55M +$2.16M +29,847 +33%
VIP
216
Vantage Investment Partners
Missouri
$8.52M +$4.35M +60,068 +103%
Voloridge Investment Management
217
Voloridge Investment Management
Florida
$8.47M +$2.99M +41,268 +54%
CIBC World Market
218
CIBC World Market
Ontario, Canada
$8.45M -$2.21M -30,539 -21%
SAM
219
Securian Asset Management
Minnesota
$8.42M +$499K +6,891 +6%
NG
220
NatWest Group
United Kingdom
$8.38M -$368K -5,083 -4%
SI
221
Stephens Inc
Arkansas
$8.37M +$141K +1,943 +2%
GCC
222
Guardian Capital (Canada)
Ontario, Canada
$8.3M -$479K -6,619 -5%
CIC
223
Canal Insurance Company
South Carolina
$8.21M
CFB
224
Cullen/Frost Bankers
Texas
$8.17M +$2.94M +40,567 +56%
LTFS
225
Ladenburg Thalmann Financial Services
Florida
$8.11M +$78.3K +1,081 +1%