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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
VIA
1051
Vident Investment Advisory
Georgia
$8K -$61K -843 -89%
SAM
1052
Shamrock Asset Management
Texas
$8K
MIM
1053
Macroview Investment Management
Maryland
$7K -$14.5K -200 -67%
AII
1054
AGF Investments Inc
Ontario, Canada
$7K
BCMIO
1055
Beacon Capital Management Inc (Ohio)
Ohio
$7K
SA
1056
SRH Advisors
Kansas
$7K
WA
1057
WealthTrust-Arizona
Arizona
$7K +$72 +1 +1%
TWMP
1058
Taylor Wealth Management Partners
Massachusetts
$6K -$24.1K -333 -80%
HR
1059
Howe & Rusling
New York
$5K +$72 +1 +1%
OSAM
1060
O'Shaughnessy Asset Management
Connecticut
$5K +$4.71K +65 New
IF
1061
Ironwood Financial
Arizona
$5K +$5.36K +74 New
WAS
1062
Winch Advisory Services
Wisconsin
$4K +$72 +1 +2%
FNBOO
1063
First National Bank of Omaha
Nebraska
$3.02K +$750K +10,356 +33%
IFA
1064
Interactive Financial Advisors
Illinois
$3K
KCM
1065
Karp Capital Management
California
$3K
HCM
1066
Highbridge Capital Management
New York
-$24.7M -350,000 Closed
LCM
1067
Laurion Capital Management
New York
-$19.7M -279,232 Closed
Millennium Management
1068
Millennium Management
New York
-$16.6M -235,034 Closed
WG
1069
Winton Group
United Kingdom
-$4.22M -59,782 Closed
MME
1070
Meag Munich Ergo
Germany
-$4.12M -58,237 Closed
GL
1071
GLG LLC
New York
-$3.72M -52,629 Closed
Nomura Holdings
1072
Nomura Holdings
Japan
-$2.57M -36,164 Closed
MSR
1073
Main Street Research
Connecticut
-$2.4M -33,930 Closed
GIM
1074
Groesbeck Investment Management
New Jersey
-$2.12M -30,000 Closed
PP
1075
Paloma Partners
Connecticut
-$1.88M -26,570 Closed