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Duke Energy
DUK

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: 1,014 → 1,022 (+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: 12 → 12 (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

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$345M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$221M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$89.5M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$79.2M
5
CBOA
Commonwealth Bank of Australia
Australia
+$77.8M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$298M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$118M
3
Prudential Financial
Prudential Financial
New Jersey
-$114M
4
State Street
State Street
Massachusetts
-$107M
5
EA
Euclid Advisors
Connecticut
-$98.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
I
401
IberiaBank
Louisiana
$2.71M -$57.6K -789 -2%
FBNAT
402
FirstMerit Bank N.A. Trustee
Ohio
$2.71M -$108K -1,475 -4%
DnB Asset Management
403
DnB Asset Management
Norway
$2.7M +$175K +2,400 +7%
RWM
404
Rench Wealth Management
Texas
$2.69M +$74.9K +1,026 +3%
Envestnet Asset Management
405
Envestnet Asset Management
Illinois
$2.69M -$39.5K -542 -1%
MCC
406
Mid Continent Capital
Illinois
$2.69M +$9.78K +134 +0.4%
MC
407
Moors & Cabot
Massachusetts
$2.69M +$10.7K +147 +0.4%
BAC
408
Boys Arnold & Co
North Carolina
$2.69M +$159K +2,173 +6%
PI
409
PineBridge Investments
New York
$2.67M -$118K -1,614 -4%
DCM
410
Dupont Capital Management
Delaware
$2.67M – – –
MBTD
411
Mechanics Bank - Trust Department
California
$2.65M -$60.3K -827 -2%
FIM
412
Foresters Investment Management
New York
$2.62M – – –
LCM
413
Logan Capital Management
Pennsylvania
$2.61M +$10.9K +150 +0.4%
Connor, Clark & Lunn Investment Management (CC&L)
414
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.6M -$2.58M -35,400 -50%
IIM
415
Ipswich Investment Management
Massachusetts
$2.6M +$128K +1,758 +5%
TCMG
416
TSP Capital Management Group
New Jersey
$2.59M -$2.53M -34,666 Closed
TNB
417
Thomasville National Bank
Georgia
$2.59M – – –
CFA
418
Carroll Financial Associates
North Carolina
$2.58M -$1.27M -17,408 -36%
PP
419
Patten & Patten
Tennessee
$2.56M +$61.9K +848 +3%
WSFS
420
Wilmington Savings Fund Society
Delaware
$2.53M -$78.7K -1,079 -3%
PHIMC
421
Private Harbour Investment Management & Counsel
Ohio
$2.52M +$2.48K +34 +0.1%
GHA
422
GW Henssler & Associates
Georgia
$2.51M +$201K +2,758 +9%
HPC
423
HM Payson & Co
Maine
$2.48M +$10.9K +149 +0.5%
LIA
424
LS Investment Advisors
Michigan
$2.47M -$87.1K -1,194 -3%
CGT
425
Capital Guardian Trust
California
$2.44M +$94.9K +1,300 +4%
15 16
17
18 19

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.