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
VKH
751
Virtu KCG Holdings
New York
$420K -$500K -6,901 -54%
MCM
752
MAI Capital Management
Ohio
$420K +$16.8K +232 +4%
FHC
753
First Houston Capital
Texas
$416K -$161K -2,220 -28%
HC
754
Hourglass Capital
Texas
$413K -$7.24K -100 -2%
HCMT
755
Highland Capital Management (Tennessee)
Tennessee
$409K
YIA
756
YHB Investment Advisors
Connecticut
$408K
CPSAC
757
Chas P. Smith & Associates (CPS)
Florida
$407K -$72.5K -1,001 -15%
TBA
758
Tower Bridge Advisors
Pennsylvania
$403K
BB
759
Busey Bank
Illinois
$397K -$24.1K -333 -6%
TIA
760
Tiemann Investment Advisors
California
$397K -$8.4K -116 -2%
HKIM
761
Hayek Kallen Investment Management
Alabama
$396K +$399K +5,510 New
BC
762
Burney Company
Virginia
$394K +$28.9K +399 +8%
EWM
763
Endurance Wealth Management
Rhode Island
$392K -$84.4K -1,165 -18%
MCM
764
Marathon Capital Management
Maryland
$388K -$24K -332 -6%
FIM
765
Frontier Investment Management
Texas
$386K +$81.1K +1,120 +21%
FMW
766
Farr Miller & Washington
District of Columbia
$383K -$19.3K -266 -5%
KC
767
Kingfisher Capital
North Carolina
$380K +$6.23K +86 +2%
RWA
768
River Wealth Advisors
Pennsylvania
$379K +$19.4K +268 +5%
EHWM
769
Eads & Heald Wealth Management
Georgia
$376K +$2.1K +29 +0.6%
JPTCCM
770
J.P. Turner & Co Capital Management
Georgia
$375K -$49.4K -682 -12%
B
771
Bailard
California
$374K -$14.5K -200 -4%
WDA
772
Wendell David Associates
New Hampshire
$374K
LIA
773
LBMC Investment Advisors
Tennessee
$374K +$105K +1,446 +39%
CIS
774
Capital International Sarl
California
$374K +$138K +1,900 +58%
WKWM
775
Walter & Keenan Wealth Management
Indiana
$373K +$67.6K +933 +22%