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Duke Energy
DUK

920 hedge funds and large institutions have $25.4B invested in Duke Energy in 2013 Q2 according to their latest regulatory filings, with 920 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $251M | Put options by funds: $128M

53.17% more ownership

Funds ownership: 0% → 53.17% (+53%)

Holders
920
Holders Change
+920
Holders Change %
–
% of All Funds
30.03%
Holding in Top 10
18
Holding in Top 10 Change
+18
Holding in Top 10 Change %
% of All Funds
0.59%
New
920
Increased
–
Reduced
–
Closed
–
Calls
$251M
Puts
$128M
Net Calls
+$123M
Net Calls Change
+$123M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
901
Apriem Advisors
California
$14K +$14.1K +200 New
MFBTD
902
MB Financial Bank - Trust Department
Illinois
$14K +$14.1K +200 New
NHFG
903
New Harbor Financial Group
Massachusetts
$14K +$14.1K +200 New
MAS
904
Madden Advisory Services
Florida
$13K +$13.9K +196 New
PIA
905
Piedmont Investment Advisors
North Carolina
$12.7K +$13.3K +188 New
CCM
906
Chilton Capital Management
Texas
$12K +$12.4K +176 New
LWCFA
907
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K +$12K +170 New
SFS
908
Signator Financial Services
Massachusetts
$9K +$9.54K +135 New
KLWA
909
Kelly Lawrence W & Associates
California
$8K +$8.76K +124 New
Loomis, Sayles & Company
910
Loomis, Sayles & Company
Massachusetts
$6.36K +$6.66M +94,166 New
NIM
911
NuWave Investment Management
New Jersey
$6K +$6.01K +85 New
OWP
912
Obermeyer Wealth Partners
Colorado
$5K +$4.81K +68 New
PFO
913
Pathstone Family Office
New Jersey
$5K +$4.95K +70 New
SFPIA
914
Stevens First Principles Investment Advisors
California
$4K +$4.45K +63 New
CW
915
Cobiz Wealth
Colorado
$4K +$4.67K +66 New
IFWM
916
Institute for Wealth Management
Colorado
$4K +$4.67K +66 New
ECAM
917
East Coast Asset Management
Massachusetts
$2K +$1.84K +26 New
LFG
918
LifePlan Financial Group
Ohio
$2K +$2.12K +30 New
ATC
919
Adirondack Trust Company
New York
$2K +$2.33K +33 New
ZTNA
920
Zions Trust National Association
Utah
$2K +$2.33K +33 New
Thrivent Financial for Lutherans
921
Thrivent Financial for Lutherans
Minnesota
$1.63K +$1.71M +24,196 New
FNBOO
922
First National Bank of Omaha
Nebraska
$556 +$583K +8,242 New
WSC
923
Wellington Shields & Co
New York
$439 +$459K +6,497 New
33 34 35 36
37

DUK Hedge Fund Activity: Q2 2013 in Review

920 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q2 2013, worth a combined $25.4B.

Buyers outnumbered sellers: 920 funds opened new DUK positions and 0 closed out — a net gain of 920 holders — while 0 added to existing stakes and 0 trimmed.

  • 920 institutional investors held Duke Energy (DUK) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $25.4B of Duke Energy stock for Q2 2013.
  • 920 funds opened new Duke Energy positions in Q2 2013 and 0 closed out, a net change of +920 holders.

Based on aggregated 13F filings for Q2 2013.