Duke Energy
DUK
1,094 hedge funds and large institutions have $32.8B invested in Duke Energy in 2014 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 362 increasing their positions, 419 reducing their positions, and 45 closing their positions.
193% more first-time investments, than exits
New positions opened: 132 | Existing positions closed: 45
83% more funds holding in top 10
Funds holding in top 10: 12 → 22 (+10)
12% more capital invested
Capital invested by funds: $29.4B → $32.8B (+$3.42B)
7% more funds holding
Funds holding: 1,023 → 1,094 (+71)
1% more call options, than puts
Call options by funds: $240M | Put options by funds: $237M
0.07% less ownership
Funds ownership: 55.65% → 55.58% (-0.07%)
14% less repeat investments, than reductions
Existing positions increased: 362 | Existing positions reduced: 419
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$321M |
| 2 |
State Street
Boston,
Massachusetts
|
+$187M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$156M |
| 4 |
Renaissance Technologies
New York
|
+$143M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$124M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$497M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$214M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$169M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$163M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$122M |
DUK Hedge Fund Activity: Q4 2014 in Review
1,094 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q4 2014, worth a combined $32.8B — up 12% from $29.4B a quarter earlier.
Buyers outnumbered sellers: 132 funds opened new DUK positions and 45 closed out — a net gain of 87 holders — while 362 added to existing stakes and 419 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $321M. The largest seller was Capital World Investors, cutting an estimated $497M.
- 1,094 institutional investors held Duke Energy (DUK) as of Q4 2014, up from 1,023 in Q3 2014.
- Funds reported $32.8B of Duke Energy stock for Q4 2014, up 12% quarter-over-quarter.
- 132 funds opened new Duke Energy positions in Q4 2014 and 45 closed out, a net change of +87 holders.
- The largest Duke Energy buyer in Q4 2014 was Capital Research Global Investors, an estimated $321M added.
- The largest Duke Energy seller in Q4 2014 was Capital World Investors, an estimated $497M sold.
Based on aggregated 13F filings for Q4 2014.