We are live on ! Find out more
DUK icon

Duke Energy

921 hedge funds and large institutions have $25.4B invested in Duke Energy in 2013 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 339 increasing their positions, 389 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $255M | Put options by funds: $128M

16% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 50

0.69% more ownership

Funds ownership: 53.17%53.86% (+0.69%)

0% more capital invested

Capital invested by funds: $25.4B → $25.4B (+$66.1M)

0% more funds holding

Funds holding: 920921 (+1)

13% less repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 389

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

Holders
921
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
29.86%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.42%
New
58
Increased
339
Reduced
389
Closed
50
Calls
$255M
Puts
$128M
Net Calls
+$127M
Net Calls Change
+$3.27M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
876
StellarOne Corp
Virginia
$51K -$12.5K -183 -20%
MCM
877
Munder Capital Management
Michigan
$51K
WA
878
Waverly Advisors
Alabama
$47K +$47.7K +699 New
HCM
879
Horrell Capital Management
Arkansas
$44K -$1.77K -26 -4%
WCMN
880
Westchester Capital Management (Nebraska)
Nebraska
$44K
MS
881
Madison Scottsdale
Arizona
$43K
WF
882
WealthTrust Fairport
Ohio
$41K -$7.3K -107 -15%
JIC
883
Joel Isaacson & Co
New York
$40K
CL
884
CFS LLC
Oklahoma
$37K
SFS
885
Signator Financial Services
Massachusetts
$34K +$25.5K +374 +277%
MIP
886
Mondrian Investment Partners
United Kingdom
$33K
KIG
887
Kessler Investment Group
Indiana
$28K +$28.6K +419 New
AC
888
Alexandria Capital
Virginia
$27K -$16.1K -236 -37%
CAL
889
Capital Analysts LLC
Pennsylvania
$24.6K +$25.2K +369 New
IWC
890
Integrated Wealth Counsel
California
$23.2K
HCM
891
Highlander Capital Management
New Jersey
$23.2K +$136 +2 +0.6%
WA
892
WealthTrust-Arizona
Arizona
$23K
HSA
893
Hussman Strategic Advisors
Maryland
$22K
NYLT
894
New York Life Trust
New York
$22K +$22K +323 New
DBT
895
Dubuque Bank & Trust
Iowa
$21K
AA
896
Apriem Advisors
California
$20K +$6.82K +100 +50%
CEMP
897
Compass Efficient Model Portfolios
Tennessee
$19K
FMT
898
First Mercantile Trust
Tennessee
$19K
SIA
899
SeaBridge Investment Advisors
New Jersey
$18K
FBT
900
Founders Bank & Trust
Michigan
$14K -$15.2K -223 -52%