Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Letter Commentary & Co-Mentions | Period / Date | Action |
|---|---|---|---|
“New holdings this quarter include Duke Energy, Highwoods Properties, and American Superconductor. Duke, with a...” | Q2 2024 Jun 30, 2024 | Preview | |
“Andrew Hill positions client portfolios defensively amid significant policy uncertainty as the Trump Administration implements tariffs, budget cuts, and immigration controls to reshape the US economy from global services-based to domestic manufacturing. The manager has...” | Q1 2025 Mar 26, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $DUK.(7 additional institutional mentions locked).
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.
