Duke Energy
DUK
1,014 hedge funds and large institutions have $29.3B invested in Duke Energy in 2014 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 384 increasing their positions, 399 reducing their positions, and 54 closing their positions.
122% more call options, than puts
Call options by funds: $260M | Put options by funds: $117M
8% more capital invested
Capital invested by funds: $27.2B → $29.3B (+$2.09B)
1.75% more ownership
Funds ownership: 53.86% → 55.61% (+1.8%)
2% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 54
0% less funds holding
Funds holding: 1,019 → 1,014 (-5)
4% less repeat investments, than reductions
Existing positions increased: 384 | Existing positions reduced: 399
14% less funds holding in top 10
Funds holding in top 10: 14 → 12 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$312M |
| 2 |
State Street
Boston,
Massachusetts
|
+$188M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$169M |
| 4 |
EA
Euclid Advisors
Hartford,
Connecticut
|
+$95.9M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$94.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$114M |
| 2 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$74.1M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$66.3M |
| 4 |
Renaissance Technologies
New York
|
-$58.6M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$44.3M |
DUK Hedge Fund Activity: Q2 2014 in Review
1,014 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q2 2014, worth a combined $29.3B — up 7.7% from $27.2B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new DUK positions and 54 closed out — a net gain of 1 holder — while 384 added to existing stakes and 399 trimmed.
The largest buyer was Norges Bank, adding an estimated $312M. The largest seller was Fidelity Investments, cutting an estimated $114M.
- 1,014 institutional investors held Duke Energy (DUK) as of Q2 2014, down from 1,019 in Q1 2014.
- Funds reported $29.3B of Duke Energy stock for Q2 2014, up 7.7% quarter-over-quarter.
- 55 funds opened new Duke Energy positions in Q2 2014 and 54 closed out, a net change of +1 holder.
- The largest Duke Energy buyer in Q2 2014 was Norges Bank, an estimated $312M added.
- The largest Duke Energy seller in Q2 2014 was Fidelity Investments, an estimated $114M sold.
Based on aggregated 13F filings for Q2 2014.