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
SC
626
Savant Capital
Illinois
$796K -$9.7K -134 -1%
AWM
627
Altavista Wealth Management
North Carolina
$789K -$13.6K -188 -2%
VCM
628
Violich Capital Management
California
$776K +$7.24K +100 +0.9%
SAM
629
Strategy Asset Managers
California
$771K +$9.99K +138 +1%
CC
630
Cadinha & Co
Hawaii
$769K +$94.1K +1,300 +14%
AssetMark Inc
631
AssetMark Inc
California
$767K +$772K +10,656 New
FMLI
632
Fukoku Mutual Life Insurance
Japan
$766K -$6.23M -86,000 -89%
CAM
633
Cypress Asset Management
Texas
$761K
CONA
634
Capital One National Association
New York
$757K +$7.31K +101 +1%
SPC
635
Sigma Planning Corp
Michigan
$755K +$6.23K +86 +0.8%
B
636
Barings
North Carolina
$747K -$1.62M -22,391 -68%
RFS
637
Rockefeller Financial Services
New York
$745K +$169K +2,333 +29%
PPSG
638
Princeton Portfolio Strategies Group
New Jersey
$740K -$14.4K -199 -2%
NEPWA
639
New England Private Wealth Advisors
Massachusetts
$738K +$145 +2 +0%
CIM
640
CIM Investment Management
Pennsylvania
$733K
HTC
641
Haverford Trust Company
Pennsylvania
$730K +$123K +1,693 +20%
TCOTO
642
Trust Company of the Ozarks
Missouri
$729K -$48.2K -666 -6%
KIA
643
KCM Investment Advisors
California
$727K -$41K -566 -5%
Capstone Investment Advisors
644
Capstone Investment Advisors
New York
$719K +$724K +10,000 New
FHA
645
First Horizon Advisors
Tennessee
$717K -$4.2K -58 -0.6%
SWM
646
Segment Wealth Management
Texas
$715K +$12K +166 +2%
SWM
647
SVA Wealth Management
Wisconsin
$715K +$22.3K +308 +3%
HW
648
Hancock Whitney
Mississippi
$713K -$7.46K -103 -1%
FQ
649
First Quadrant
California
$713K
TC
650
Taylor Cottrill
New Hampshire
$713K +$15.3K +211 +2%