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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
WA
951
Waverly Advisors
Alabama
$52K +$3.57K +51 +7%
TCM
952
Tradewinds Capital Management
Washington
$50K +$50.6K +723 New
HCM
953
Horrell Capital Management
Arkansas
$46K
WCMN
954
Westchester Capital Management (Nebraska)
Nebraska
$46K
JIC
955
Joel Isaacson & Co
New York
$41K
DOA
956
D'Orazio & Associates
Virginia
$39K +$39.3K +561 New
CL
957
CFS LLC
Oklahoma
$36K
ST
958
Somerset Trust
Pennsylvania
$36K +$35.8K +511 New
FBC
959
Fairfield, Bush & Co
Connecticut
$35K -$376K -5,375 -91%
MIP
960
Mondrian Investment Partners
United Kingdom
$35K
CG
961
Colony Group
Massachusetts
$35K +$35.8K +512 New
SMA
962
Simply Money Advisors
Ohio
$34K -$291K -4,151 -89%
CCS
963
Crosspoint Capital Strategies
California
$33K +$32.9K +470 New
WF
964
WealthTrust Fairport
Ohio
$30K -$12.5K -179 -29%
PMFA
965
Plante Moran Financial Advisors
Michigan
$29K +$20.4K +291 +222%
AC
966
Alexandria Capital
Virginia
$28K
EWM
967
Elite Wealth Management
Washington
$27K -$121K -1,736 -82%
NYLT
968
New York Life Trust
New York
$26K +$3.5K +50 +15%
PFA
969
Paradigm Financial Advisors
Missouri
$26K +$26.4K +377 New
HCM
970
Highlander Capital Management
New Jersey
$24.1K +$210 +3 +0.9%
WA
971
WealthTrust-Arizona
Arizona
$24K
LWM
972
Lenox Wealth Management
Ohio
$24K +$24.1K +344 New
HSA
973
Hussman Strategic Advisors
Maryland
$23K
DBT
974
Dubuque Bank & Trust
Iowa
$22K
AA
975
Apriem Advisors
California
$21K