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
KCM
851
Kanawha Capital Management
Virginia
$281K +$941 +13 +0.3%
FWCM
852
Ferguson Wellman Capital Management
Oregon
$280K -$12.9K -178 -4%
MCM
853
Mengis Capital Management
Oregon
$280K
CF
854
CenterStar Fund
Illinois
$279K
EGA
855
Eagle Global Advisors
Texas
$279K
BCM
856
Brookstone Capital Management
Illinois
$278K +$74.1K +1,023 +36%
EFSCE
857
Enterprise Financial Services Corp (EFSC)
Missouri
$277K +$1.38K +19 +0.5%
STMM
858
South Texas Money Management
Texas
$275K +$16.7K +230 +6%
FMWA
859
Forvis Mazars Wealth Advisors
Missouri
$274K +$16.2K +224 +6%
AUB
860
Atlantic Union Bankshares
Virginia
$274K +$276K +3,813 New
GT
861
Greenleaf Trust
Michigan
$271K
CCM
862
Covington Capital Management
California
$271K +$18.2K +252 +7%
VFP
863
Verus Financial Partners
Virginia
$269K +$3.33K +46 +1%
DCM
864
Donaldson Capital Management
Indiana
$268K -$145K -2,000 -35%
GIP
865
Greatmark Investment Partners
Georgia
$264K
NCM
866
Novare Capital Management
North Carolina
$264K +$28.7K +396 +12%
MIC
867
Meridian Investment Counsel
California
$263K
JC
868
Jacobs & Co
California
$262K -$563K -7,780 -59%
CCM
869
Crossvault Capital Management
Texas
$261K
ERIM
870
Eagle Ridge Investment Management
Connecticut
$261K +$263K +3,632 New
BA
871
Bennicas & Associates
California
$260K
LNB
872
Ledyard National Bank
$260K
HF
873
HRT Financial
New York
$260K +$263K +3,628 New
IAM
874
Impax Asset Management
New Hampshire
$259K
TI
875
Trexquant Investment
Connecticut
$258K -$369K -5,100 -59%