Duke Energy
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$189M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$131M |
| 3 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
+$83.9M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$73.7M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$59.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$125M |
| 2 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$69.5M |
| 3 |
EA
Euclid Advisors
Hartford,
Connecticut
|
-$64.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$52.4M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$39.8M |
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.