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
SCM
326
Stevens Capital Management
Pennsylvania
$3.61M +$3.12M +43,156 +610%
Acadian Asset Management
327
Acadian Asset Management
Massachusetts
$3.6M +$103K +1,429 +3%
CL
328
Choreo LLC
Illinois
$3.58M +$42.2K +583 +1%
AT
329
Arden Trust
Delaware
$3.55M +$1.1M +15,194 +44%
DL
330
Delta Lloyd
Netherlands
$3.52M +$145 +2 +0%
FI
331
FormulaFolio Investments
Michigan
$3.52M -$38.4K -530 -1%
FNT
332
First National Trust
Pennsylvania
$3.5M +$145K +2,008 +4%
ACM
333
Argyle Capital Management
Pennsylvania
$3.49M -$43.4K -600 -1%
GHAM
334
Gilman Hill Asset Management
Connecticut
$3.48M +$175K +2,422 +5%
CFSG
335
Community Financial Services Group
Vermont
$3.46M +$68.5K +946 +2%
MYLI
336
Meiji Yasuda Life Insurance
Japan
$3.46M +$753K +10,400 +28%
RBA
337
Richard Bernstein Advisors
New York
$3.45M
TCT
338
TIAA CREF Trust
Missouri
$3.44M -$177K -2,438 -5%
FIM
339
Foresters Investment Management
New York
$3.43M
KRS
340
Kentucky Retirement Systems
Kentucky
$3.4M +$41.3K +570 +1%
TG
341
TCW Group
California
$3.39M +$7.24K +100 +0.2%
WIC
342
Woodmont Investment Counsel
Tennessee
$3.38M +$45.7K +631 +1%
BIA
343
Biondo Investment Advisors
Pennsylvania
$3.35M +$59.2K +818 +2%
FAAS
344
First Allied Advisory Services
California
$3.34M +$454K +6,265 +16%
UCFA
345
United Capital Financial Advisors
Texas
$3.33M -$285K -3,937 -8%
OI
346
Oakbrook Investments
Illinois
$3.33M -$36.2K -500 -1%
AL
347
Airain Ltd
Guernsey
$3.32M +$1.13M +15,544 +51%
ERSOT
348
Employees Retirement System of Texas
Texas
$3.31M
QI
349
QS Investors
New York
$3.3M +$131K +1,809 +4%
QI
350
Quotient Investors
New York
$3.29M -$1.38M -19,114 -30%