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Duke Energy
DUK

921 hedge funds and large institutions have $25.4B invested in Duke Energy in 2013 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 339 increasing their positions, 389 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $255M | Put options by funds: $128M

16% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 50

0.69% more ownership

Funds ownership: 53.17% → 53.86% (+0.69%)

0% more capital invested

Capital invested by funds: $25.4B → $25.4B (+$66.1M)

0% more funds holding

Funds holding: 920 → 921 (+1)

13% less repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 389

28% less funds holding in top 10

Funds holding in top 10: 18 → 13 (-5)

Holders
921
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
29.86%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.42%
New
58
Increased
339
Reduced
389
Closed
50
Calls
$255M
Puts
$128M
Net Calls
+$127M
Net Calls Change
+$3.27M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$189M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$131M
3
TIM
Thornburg Investment Management
New Mexico
+$83.9M
4
Franklin Resources
Franklin Resources
California
+$73.7M
5
BFA
BlackRock Fund Advisors
California
+$59.9M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$125M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
-$69.5M
3
EA
Euclid Advisors
Connecticut
-$64.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$52.4M
5
N
Nuveen
North Carolina
-$39.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FNT
426
First National Trust
Pennsylvania
$1.9M +$94.6K +1,386 +5%
TNBTD
427
Trustmark National Bank Trust Department
Mississippi
$1.87M +$8.05K +118 +0.4%
AR
428
Advisory Research
Illinois
$1.86M +$77.8K +1,141 +4%
SIC
429
Salem Investment Counselors
North Carolina
$1.85M -$38.2K -560 -2%
CIA
430
Covington Investment Advisors
Pennsylvania
$1.84M – – –
ANBTV
431
American National Bank & Trust (Virginia)
Virginia
$1.84M -$359K -5,261 -16%
PG
432
PEAK6 Group
Illinois
$1.84M +$3.75M +54,998 New
PP
433
PDT Partners
New York
$1.84M -$3.38M -49,588 -64%
PCM
434
Parsons Capital Management
Rhode Island
$1.82M +$6.14K +90 +0.3%
BA
435
Boston Advisors
Massachusetts
$1.79M -$158K -2,320 -8%
WA
436
WFG Advisors
Texas
$1.79M -$20.3K -298 -1%
SF
437
Sarofim Fayez
Texas
$1.79M +$1.82M +26,741 New
NB
438
Norinchukin Bank
Japan
$1.77M +$141K +2,069 +8%
BIA
439
Biondo Investment Advisors
Pennsylvania
$1.77M +$243K +3,561 +16%
EAM
440
EULAV Asset Management
Florida
$1.76M – – –
HCM
441
Hodges Capital Management
Texas
$1.74M -$125K -1,828 -7%
Dodge & Cox
442
Dodge & Cox
California
$1.7M -$68.2K -1,000 -4%
KRSITF
443
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.68M +$1.72M +25,150 New
SA
444
Strategic Advisors
New York
$1.67M +$196K +2,875 +13%
FHA
445
First Horizon Advisors
Tennessee
$1.67M +$1.62M +23,673 +1,706%
PPSG
446
Princeton Portfolio Strategies Group
New Jersey
$1.67M -$10.7K -157 -0.6%
SCA
447
SAC Capital Advisors
Connecticut
$1.67M +$78.9K +1,156 +5%
PGFC
448
Peapack-Gladstone Financial Corp
New Jersey
$1.66M -$244K -3,579 -13%
KIC
449
Keating Investment Counselors
Florida
$1.65M +$29.1K +426 +2%
BO
450
Bank OZK
Arkansas
$1.64M +$1.05M +15,433 +170%
16 17
18
19 20

DUK Hedge Fund Activity: Q3 2013 in Review

921 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q3 2013, worth a combined $25.4B — up 0.26% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new DUK positions and 50 closed out — a net gain of 8 holders — while 339 added to existing stakes and 389 trimmed.

The largest buyer was Capital World Investors, adding an estimated $189M. The largest seller was Millennium Management, cutting an estimated $125M.

  • 921 institutional investors held Duke Energy (DUK) as of Q3 2013, up from 920 in Q2 2013.
  • Funds reported $25.4B of Duke Energy stock for Q3 2013, up 0.26% quarter-over-quarter.
  • 58 funds opened new Duke Energy positions in Q3 2013 and 50 closed out, a net change of +8 holders.
  • The largest Duke Energy buyer in Q3 2013 was Capital World Investors, an estimated $189M added.
  • The largest Duke Energy seller in Q3 2013 was Millennium Management, an estimated $125M sold.

Based on aggregated 13F filings for Q3 2013.