Duke Energy
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$345M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$221M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$89.5M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$79.2M |
| 5 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
+$77.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$298M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$118M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$114M |
| 4 |
State Street
Boston,
Massachusetts
|
-$107M |
| 5 |
EA
Euclid Advisors
Hartford,
Connecticut
|
-$98.9M |
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.