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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
Verition Fund Management
826
Verition Fund Management
Connecticut
$266K +$270K +3,861 New
MPWT
827
MassMutual Private Wealth & Trust
Connecticut
$265K +$269K +3,843 New
GT
828
Greenleaf Trust
Michigan
$264K -$28K -400 -9%
GA
829
Geneva Advisors
Illinois
$264K -$10.1K -145 -4%
GIP
830
Granite Investment Partners
California
$262K
AAM
831
Aureus Asset Management
Massachusetts
$261K
BDF
832
Balasa Dinverno & Foltz
$260K +$8.4K +120 +3%
BUB
833
BBVA USA Bancshares
Texas
$258K -$10.5K -150 -4%
HIM
834
Hillsdale Investment Management
Ontario, Canada
$255K +$7K +100 +3%
CCM
835
Crossvault Capital Management
Texas
$251K +$254K +3,633 New
SAM
836
SignalPoint Asset Management
Missouri
$250K +$254K +3,629 New
RT
837
Rockland Trust
Massachusetts
$249K
HA
838
Halsey Associates
Connecticut
$246K
NIA
839
Northstar Investment Advisors
Colorado
$245K -$9.31K -133 -4%
NSAM
840
North Star Asset Management
Wisconsin
$245K -$6.58K -94 -3%
PFS
841
Prospera Financial Services
Texas
$243K -$109K -1,558 -31%
CD
842
Carl Domino
Florida
$243K
RIM
843
Regent Investment Management
Kentucky
$243K
DTL
844
Dynamic Technology Lab
Singapore
$242K +$245K +3,500 New
OCG
845
Opus Capital Group
Ohio
$242K +$245K +3,507 New
MHIM
846
MacNealy Hoover Investment Management
Ohio
$241K +$244K +3,489 New
BBNB
847
Baker Boyer National Bank
Washington
$240K
EFSCE
848
Enterprise Financial Services Corp (EFSC)
Missouri
$238K -$14K -200 -5%
FMB
849
Field & Main Bank
Kentucky
$238K +$241K +3,450 New
NGA
850
Naples Global Advisors
Florida
$238K +$242K +3,451 New