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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
BTS
51
BB&T Securities
Virginia
$84.8M -$227K -3,324 -3%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$84.7M +$2.67M +39,172 +3%
LM
53
Luminus Management
Texas
$84.3M -$33M -483,574 -28%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$82.4M -$365K -5,346 -0.4%
JHIU
55
Janus Henderson Investors US
Colorado
$82.1M +$28.5M +417,808 +51%
State Board of Administration of Florida Retirement System
56
State Board of Administration of Florida Retirement System
Florida
$79.8M -$1.75M -25,615 -2%
U
57
UBS
Switzerland
$78.5M +$12M +176,245 +18%
Prudential Financial
58
Prudential Financial
New Jersey
$77.1M -$30.9M -452,314 -28%
APG Asset Management
59
APG Asset Management
Netherlands
$75.3M -$36.3M -532,489 -32%
Canada Pension Plan Investment Board
60
Canada Pension Plan Investment Board
Ontario, Canada
$72M +$11M +161,700 +18%
N
61
Natixis
France
$70.7M +$16.3M +238,766 +29%
MTB
62
Mizuho Trust & Banking
Japan
$69.3M
TA
63
Teachers Advisors
New York
$69.2M +$2.41M +35,300 +4%
ACA
64
Anchor Capital Advisors
Massachusetts
$69M -$4.83M -70,808 -6%
PPA
65
Parametric Portfolio Associates
Washington
$68.7M +$1.33M +19,468 +2%
SO
66
STRS Ohio
Ohio
$63.4M -$3.1M -45,431 -5%
BJ
67
BlackRock Japan
Japan
$60.6M -$1.92M -28,114 -3%
SAC
68
Smith Affiliated Capital
New York
$58.1M
WHRC
69
W.H. Reaves & Co
New Jersey
$56.1M +$9.25M +135,550 +19%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$55.9M -$34.7M -507,913 -38%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$55.1M -$4.51M -66,157 -7%
GF
72
Gabelli Funds
New York
$54.5M -$3.04M -44,601 -5%
First Trust Advisors
73
First Trust Advisors
Illinois
$53.9M +$12M +176,288 +28%
HI
74
Honeywell International
North Carolina
$53.8M -$136K -2,000 -0.2%
TD Asset Management
75
TD Asset Management
Ontario, Canada
$52.7M +$1.16M +17,013 +2%