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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.9B -$5.47M -75,586 -0.2%
State Street
2
State Street
Massachusetts
$2.33B +$60.5M +835,955 +3%
BIT
3
BlackRock Institutional Trust
California
$1.32B -$10.5M -145,477 -0.8%
Franklin Resources
4
Franklin Resources
California
$1.26B -$186M -2,575,163 -13%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$977M -$124M -1,706,643 -11%
BFA
6
BlackRock Fund Advisors
California
$717M +$10.6M +146,432 +1%
Northern Trust
7
Northern Trust
Illinois
$603M -$18.3M -253,389 -3%
Capital Research Global Investors
8
Capital Research Global Investors
California
$571M +$60.1M +830,000 +12%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$562M -$61.8M -853,707 -10%
Federated Hermes
10
Federated Hermes
Pennsylvania
$555M +$25.6M +353,494 +5%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$479M -$17.6M -243,161 -4%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$461M +$4.68M +64,689 +1%
Capital World Investors
13
Capital World Investors
California
$423M -$917K -12,666 -0.2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$404M +$5.8M +80,100 +1%
BG
15
BlackRock Group
United Kingdom
$398M +$3.83M +52,844 +1%
Invesco
16
Invesco
Georgia
$384M +$30.4M +419,915 +9%
Deutsche Bank
17
Deutsche Bank
Germany
$370M -$6.6M -91,116 -2%
Norges Bank
18
Norges Bank
Norway
$329M -$9.63M -133,058 -3%
Bank of America
19
Bank of America
North Carolina
$328M +$223M +3,077,281 +209%
EIP
20
Epoch Investment Partners
New York
$323M +$22.4M +308,836 +7%
Legal & General Group
21
Legal & General Group
United Kingdom
$305M +$6.65M +91,813 +2%
PAMU
22
Pictet Asset Management (UK)
United Kingdom
$295M +$129M +1,777,434 +77%
TCIM
23
TIAA CREF Investment Management
New York
$287M -$7.63M -105,350 -3%
Capital International Investors
24
Capital International Investors
California
$281M +$85.7M +1,182,900 +44%
JP Morgan Chase
25
JP Morgan Chase
New York
$239M +$10.2M +141,350 +4%