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
CCT
901
Capital City Trust
Florida
$225K -$58.4K -807 -21%
W
902
Wealthfront
California
$225K -$37.8K -522 -14%
FAM
903
Formidable Asset Management
Ohio
$225K +$507 +7 +0.2%
LWM
904
LBA Wealth Management
Florida
$225K +$35.5K +490 +19%
SC
905
Saturna Capital
Washington
$224K -$24.3K -336 -10%
MCM
906
Monarch Capital Management
Indiana
$221K
BHBT
907
Burke & Herbert Bank & Trust
Virginia
$221K +$15.1K +208 +7%
CA
908
CapWealth Advisors
Tennessee
$220K -$99.6K -1,375 -31%
RFA
909
Reilly Financial Advisors
California
$220K
AWM
910
Avior Wealth Management
Nebraska
$219K
HL
911
HeadInvest LLC
Maine
$219K
PGIM
912
Pacific Global Investment Management
California
$219K +$3.91K +54 +2%
PHS
913
Pekin Hardy Strauss
Illinois
$218K -$41.1K -568 -16%
CD
914
Carl Domino
Florida
$216K
CL
915
Croft-Leominster
Maryland
$215K
EIM
916
Essex Investment Management
Massachusetts
$214K
MPWT
917
MassMutual Private Wealth & Trust
Connecticut
$213K -$140K -1,939 -40%
M
918
MOTCO
Texas
$212K +$29K +400 +16%
OWD
919
Osborn Williams & Donohoe
Ohio
$211K
CSMF
920
Charles Stewart Mott Foundation
Michigan
$208K +$210K +2,894 New
ABC
921
Associated Banc-Corp
Wisconsin
$206K -$14.5K -200 -7%
ACM
922
Argentus Capital Management
Texas
$206K +$207K +2,865 New
AIC
923
Atlantic Investment Company
Georgia
$206K +$207K +2,865 New
AI
924
Accredited Investors
Minnesota
$204K +$205K +2,835 New
PWP
925
Private Wealth Partners
California
$203K -$386K -5,333 -65%