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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
CFA
926
Camarda Financial Advisors
Florida
$115K +$117K +1,666 New
ICM
927
ICC Capital Management
Florida
$115K +$117K +1,666 New
KCPG
928
Kavar Capital Partners Group
Kansas
$106K +$108K +1,540 New
ARMC
929
American Research & Management Company
Massachusetts
$105K
NCM
930
Nelson Capital Management
California
$103K
SSG
931
Summit Securities Group
New York
$101K +$11.9K +170 +13%
WOC
932
West Oak Capital
California
$99K
ITIM
933
Indiana Trust & Investment Management
Indiana
$97K -$3.57K -51 -4%
IMS
934
Index Management Solutions
Pennsylvania
$91K +$7.35K +105 +9%
MAM
935
Mizuho Asset Management
Japan
$90K
JIR
936
James Investment Research
Ohio
$89K +$79.2K +1,132 +682%
Manulife (Manufacturers Life Insurance)
937
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$87.8K -$5.45M -77,933 -6%
PSC
938
Prentiss Smith & Co
Vermont
$82K
BFEC
939
Benjamin F. Edwards & Company
Missouri
$81K +$11.9K +170 +17%
KTC
940
Kistler-Tiffany Companies
Pennsylvania
$77K
RI
941
Redwood Investments
Massachusetts
$75K
CFN
942
Cordasco Financial Network
Florida
$75K +$75.8K +1,083 New
VNB
943
Valley National Bancorp
New York
$71K +$72.2K +1,032 New
GA
944
Glenhill Advisors
New York
$66K +$66.5K +950 New
OC
945
Oakworth Capital
Alabama
$65K +$66.2K +946 New
HCC
946
Hirtle Callaghan & Co
Pennsylvania
$61K
PIM
947
Parasol Investment Management
Illinois
$61K +$61.9K +884 New
VIA
948
Vantage Investment Advisors
Pennsylvania
$54K +$55.1K +788 New
MCM
949
Munder Capital Management
Michigan
$53K
PCTC
950
Perkins Coie Trust Company
Washington
$53K +$54.1K +773 New