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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
Ameriprise
26
Ameriprise
Minnesota
$210M +$2.99M +42,713 +1%
State Farm Mutual Automobile Insurance
27
State Farm Mutual Automobile Insurance
Illinois
$210M +$19.9M +284,650 +10%
TIM
28
Thornburg Investment Management
New Mexico
$207M +$87M +1,242,751 +71%
Goldman Sachs
29
Goldman Sachs
New York
$194M +$40M +571,626 +25%
UBS AM
30
UBS AM
Illinois
$185M +$7.1M +101,459 +4%
JP Morgan Chase
31
JP Morgan Chase
New York
$174M -$34.2M -487,986 -16%
Wells Fargo
32
Wells Fargo
California
$171M +$4.66M +66,591 +3%
Capital International Investors
33
Capital International Investors
California
$156M
MAA
34
Managed Account Advisors
New Jersey
$155M +$6.94M +99,191 +5%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$152M +$20.4M +291,633 +15%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$149M +$4.65M +66,443 +3%
BIM
37
BlackRock Investment Management
Delaware
$145M -$19.1M -272,393 -11%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$127M -$4.3M -61,399 -3%
Mitsubishi UFJ Trust & Banking
39
Mitsubishi UFJ Trust & Banking
Japan
$123M -$2.02M -28,820 -2%
Bank of America
40
Bank of America
North Carolina
$117M -$9.48M -135,503 -7%
BlackRock
41
BlackRock
New York
$117M +$2.86M +40,821 +2%
SB
42
Suntrust Banks
Georgia
$115M +$26.7M +381,936 +30%
Prudential Financial
43
Prudential Financial
New Jersey
$113M +$34M +485,830 +42%
CS
44
Credit Suisse
Switzerland
$109M +$18.9M +270,759 +21%
Swiss National Bank
45
Swiss National Bank
Switzerland
$104M -$1.33M -19,000 -1%
Charles Schwab
46
Charles Schwab
California
$101M +$3.14M +44,863 +3%
New York State Teachers Retirement System (NYSTRS)
47
New York State Teachers Retirement System (NYSTRS)
New York
$100M -$4.65M -66,491 -4%
APG Asset Management
48
APG Asset Management
Netherlands
$99.3M +$21.8M +311,666 +28%
DPIM
49
Duff & Phelps Investment Management
Illinois
$96.7M +$60.9M +870,280 +164%
AllianceBernstein
50
AllianceBernstein
Tennessee
$91.6M -$2.77M -39,538 -3%