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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.

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: 920921 (+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: 1813 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
PDN
626
Pensionfund DSM Netherlands
Netherlands
$630K
CAM
627
Carret Asset Management
New York
$624K +$9.14K +134 +1%
ACM
628
Alta Capital Management
Utah
$621K +$51.4K +754 +9%
MMLI
629
Massachusetts Mutual Life Insurance
Massachusetts
$619K +$633K +9,275 New
EWM
630
Endurance Wealth Management
Rhode Island
$617K -$1.24M -18,182 -66%
MA
631
MCF Advisors
Kentucky
$613K +$5.87K +86 +1%
BHWM
632
Bar Harbor Wealth Management
New Hampshire
$612K -$16.4K -241 -3%
TIP
633
Torray Investment Partners
Maryland
$610K +$22.7K +333 +4%
TCOV
634
Trust Company of Vermont
Vermont
$610K +$32K +469 +5%
CBU
635
CIBC Bank USA
Illinois
$605K -$1.48M -21,696 -71%
RCAG
636
Rehmann Capital Advisory Group
Michigan
$603K +$69K +1,012 +13%
RB
637
Rodgers Brothers
Pennsylvania
$595K -$59.1K -866 -9%
FNBOMD
638
First National Bank of Mount Dora
Florida
$589K -$87.5K -1,282 -13%
FQ
639
First Quadrant
California
$589K +$56.4K +826 +10%
FTC
640
Farmers Trust Company
Ohio
$587K -$14.8K -217 -2%
GC
641
Grimes & Company
Massachusetts
$585K -$27.2K -398 -4%
DCLA
642
Douglas C. Lane & Associates
New York
$580K -$42.4K -622 -7%
TC
643
Taylor Cottrill
New Hampshire
$577K
PTC
644
Philadelphia Trust Company
Pennsylvania
$570K +$819 +12 +0.1%
GLI
645
Guardian Life Insurance
New York
$567K +$1.23K +18 +0.2%
BRM
646
Boston Research & Management
Massachusetts
$563K +$12.6K +184 +2%
SFSG
647
Stearns Financial Services Group
North Carolina
$562K -$30.4K -445 -5%
CCFCSB
648
Cape Cod Five Cents Savings Bank
Massachusetts
$561K -$4.5K -66 -0.8%
SACTSONJ
649
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$559K
IGIM
650
I.G. Investment Management
Manitoba, Canada
$551K -$574K -8,416 -50%

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.