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Duke Energy

1,001 hedge funds and large institutions have $25.7B invested in Duke Energy in 2013 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 301 increasing their positions, 423 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 38

40% more call options, than puts

Call options by funds: $231M | Put options by funds: $164M

9% more funds holding

Funds holding: 9211,001 (+80)

1% more capital invested

Capital invested by funds: $25.4B → $25.7B (+$241M)

1.26% less ownership

Funds ownership: 53.86%52.6% (-1.3%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

29% less repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 423

Holders
1,001
Holders Change
+80
Holders Change %
+8.69%
% of All Funds
29.06%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.29%
New
128
Increased
301
Reduced
423
Closed
38
Calls
$231M
Puts
$164M
Net Calls
+$66.3M
Net Calls Change
-$60.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ORIO
226
Old Republic International (ORI)
Illinois
$7.58M +$7.68M +109,795 New
WAM
227
World Asset Management
Michigan
$7.55M -$1.23M -17,575 -14%
AIMCA
228
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.33M +$1.47M +21,000 +25%
SIM
229
Sadoff Investment Management
Wisconsin
$7.21M +$148K +2,111 +2%
BOH
230
Bank of Hawaii
Hawaii
$7.07M -$346K -4,946 -5%
JGUA
231
John G. Ullman & Associates
New York
$7.04M -$201K -2,873 -3%
SI
232
Sentry Investments
Ontario, Canada
$6.94M
SC
233
Sculptor Capital
New York
$6.92M +$4.55M +65,069 +185%
MME
234
Meag Munich Ergo
Germany
$6.83M
Schroder Investment Management Group
235
Schroder Investment Management Group
United Kingdom
$6.81M +$1.84M +26,255 +36%
SI
236
Stephens Inc
Arkansas
$6.79M +$71K +1,014 +1%
GCAC
237
Guardian Capital Advisors (Canada)
Ontario, Canada
$6.78M +$28.8K +411 +0.4%
ACM
238
Azimuth Capital Management
Michigan
$6.75M +$947K +13,536 +16%
Loomis, Sayles & Company
239
Loomis, Sayles & Company
Massachusetts
$6.66M +$159K +2,274 +2%
PA
240
Pinnacle Associates
New York
$6.64M -$101K -1,439 -1%
SF
241
Synovus Financial
Georgia
$6.61M -$5.39K -77 -0.1%
ANI
242
American National Insurance
Texas
$6.57M
ERSOT
243
Employees Retirement System of Texas
Texas
$6.56M
SC
244
SouthState Corp
Florida
$6.45M -$36.5K -522 -0.6%
American Century Companies
245
American Century Companies
Missouri
$6.33M -$99K -1,414 -2%
WF
246
Welch & Forbes
Massachusetts
$6.32M -$40.5K -578 -0.6%
SCM
247
Sterling Capital Management
North Carolina
$6.31M +$4.89M +69,924 +326%
BG
248
Bollard Group
Massachusetts
$6.28M +$196K +2,805 +3%
VC
249
V2 Capital
Illinois
$6.25M +$6.33M +90,510 New
HighTower Advisors
250
HighTower Advisors
Illinois
$6.23M +$3.03M +43,324 +92%