We are live on ! Find out more
DUK icon

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
RJT
276
Raymond James Trust
Florida
$5.5M +$270K +3,726 +5%
ACM
277
Azimuth Capital Management
Michigan
$5.39M -$187K -2,578 -3%
OA
278
OFI Advisors
Pennsylvania
$5.37M +$20.3K +281 +0.4%
FFSOTS
279
Fiduciary Financial Services of The Southwest
Texas
$5.35M -$35.4K -489 -0.7%
WAM
280
World Asset Management
Michigan
$5.33M +$53.6K +740 +1%
CFA
281
Carroll Financial Associates
North Carolina
$5.24M +$205K +2,828 +4%
CCM
282
Catawba Capital Management
Virginia
$5.08M -$219K -3,025 -4%
GH
283
GAM Holding
Switzerland
$5.06M +$10.4K +143 +0.2%
BII
284
Bainco International Investors
Massachusetts
$5.04M +$32.9K +455 +0.7%
CB
285
Commerce Bank
Missouri
$4.83M +$52.4K +724 +1%
LS
286
Livforsakringsbolaget Skandia
Sweden
$4.81M
CCC
287
Cincinnati Casualty Company
Ohio
$4.77M
UFG
288
United Fire Group
Iowa
$4.75M
BIA
289
Barry Investment Advisors
Massachusetts
$4.65M -$31.2K -431 -0.7%
AMIM
290
Aull & Monroe Investment Management
Alabama
$4.59M -$46.2K -638 -1%
DCM
291
Dupont Capital Management
Delaware
$4.53M
BF
292
BOK Financial
Oklahoma
$4.49M -$542K -7,479 -11%
WB
293
WesBanco Bank
West Virginia
$4.46M +$61.1K +844 +1%
PAM
294
Private Asset Management
California
$4.41M +$190K +2,626 +4%
PAM
295
Panagora Asset Management
Massachusetts
$4.41M -$491K -6,782 -10%
HFS
296
HL Financial Services
Kentucky
$4.39M +$49.3K +681 +1%
BCM
297
Birmingham Capital Management
Alabama
$4.37M -$10.5K -145 -0.2%
SG Americas Securities
298
SG Americas Securities
New York
$4.35M -$4.68M -64,606 -52%
ICOA
299
Investment Centers of America
North Dakota
$4.29M -$1.05M -14,458 -19%
LDB
300
Lee, Danner & Bass
Tennessee
$4.24M -$6.01K -83 -0.1%