We are live on ! Find out more
DUK icon

Duke Energy

1,022 hedge funds and large institutions have $29.4B invested in Duke Energy in 2014 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 386 increasing their positions, 383 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $300M | Put options by funds: $146M

37% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 41

1% more funds holding

Funds holding: 1,0141,022 (+8)

1% more repeat investments, than reductions

Existing positions increased: 386 | Existing positions reduced: 383

0% more capital invested

Capital invested by funds: $29.3B → $29.4B (+$136M)

0.04% more ownership

Funds ownership: 55.61%55.65% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
1,022
Holders Change
+8
Holders Change %
+0.79%
% of All Funds
29.66%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
56
Increased
386
Reduced
383
Closed
41
Calls
$300M
Puts
$146M
Net Calls
+$154M
Net Calls Change
+$11M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
351
MUFG Americas
New York
$3.44M -$16.3K -224 -0.5%
ERSOT
352
Employees Retirement System of Texas
Texas
$3.44M -$146K -2,000 -4%
PA
353
Pinnacle Associates
New York
$3.42M -$747K -10,234 -18%
WIC
354
Woodmont Investment Counsel
Tennessee
$3.42M +$215K +2,942 +7%
KIA
355
KCM Investment Advisors
California
$3.4M +$342K +4,692 +12%
DG
356
Davidson & Garrard
Virginia
$3.37M +$3.72K +51 +0.1%
OA
357
OFI Advisors
Pennsylvania
$3.36M +$221K +3,033 +7%
CIA
358
Capital Investment Advisors
Georgia
$3.33M +$5.69K +78 +0.2%
ARTA
359
A.R.T. Advisors
New York
$3.32M +$3.24M +44,408 New
VIP
360
Vantage Investment Partners
Missouri
$3.3M +$50.6K +693 +2%
OPCM
361
Osborne Partners Capital Management
California
$3.28M -$133K -1,818 -4%
SCCM
362
Schafer Cullen Capital Management
New York
$3.23M -$19.5K -267 -0.6%
DILH
363
Dai-ichi Life Holdings
Japan
$3.23M -$923K -12,645 -23%
SFI
364
SPC Financial Inc
Maryland
$3.17M +$199K +2,728 +7%
MAA
365
Matrix Asset Advisors
New York
$3.17M +$195K +2,677 +7%
NPC
366
National Planning Corporation
California
$3.17M +$304K +4,172 +11%
CL
367
Choreo LLC
Illinois
$3.15M +$14.7K +202 +0.5%
AIP
368
Ameritas Investment Partners
Nebraska
$3.14M -$56.8K -778 -2%
PJSIMP
369
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.14M -$182K -2,491 -6%
RIL
370
Rothschild Investment LLC
Illinois
$3.13M +$114K +1,565 +4%
SSWM
371
Smith Salley Wealth Management
North Carolina
$3.13M +$8.17K +112 +0.3%
RC
372
RBO & Co
California
$3.12M -$56.7K -777 -2%
TC
373
Travelers Companies
Minnesota
$3.09M
MIM
374
Macroview Investment Management
Maryland
$3.07M -$21.2K -291 -0.7%
SCM
375
Shelton Capital Management
Colorado
$3.04M

DUK Hedge Fund Activity: Q3 2014 in Review

1,022 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q3 2014, worth a combined $29.4B — up 0.47% from $29.3B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new DUK positions and 41 closed out — a net gain of 15 holders — while 386 added to existing stakes and 383 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $345M. The largest seller was Norges Bank, cutting an estimated $298M.

  • 1,022 institutional investors held Duke Energy (DUK) as of Q3 2014, up from 1,014 in Q2 2014.
  • Funds reported $29.4B of Duke Energy stock for Q3 2014, up 0.47% quarter-over-quarter.
  • 56 funds opened new Duke Energy positions in Q3 2014 and 41 closed out, a net change of +15 holders.
  • The largest Duke Energy buyer in Q3 2014 was Capital Research Global Investors, an estimated $345M added.
  • The largest Duke Energy seller in Q3 2014 was Norges Bank, an estimated $298M sold.

Based on aggregated 13F filings for Q3 2014.