We are live on ! Find out more
DUK icon

Duke Energy

921 hedge funds and large institutions have $25.4B invested in Duke Energy in 2013 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 339 increasing their positions, 389 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $255M | Put options by funds: $128M

16% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 50

0.69% more ownership

Funds ownership: 53.17%53.86% (+0.69%)

0% more capital invested

Capital invested by funds: $25.4B → $25.4B (+$66.1M)

0% more funds holding

Funds holding: 920921 (+1)

13% less repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 389

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

Holders
921
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
29.86%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.42%
New
58
Increased
339
Reduced
389
Closed
50
Calls
$255M
Puts
$128M
Net Calls
+$127M
Net Calls Change
+$3.27M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
76
State of Wisconsin Investment Board
Wisconsin
$52.3M -$1.72M -25,280 -3%
Principal Financial Group
77
Principal Financial Group
Iowa
$52.1M -$750K -10,988 -1%
RJA
78
Raymond James & Associates
Florida
$52.1M +$2.62M +38,361 +5%
Jennison Associates
79
Jennison Associates
New York
$49.8M +$8.52M +124,842 +20%
Dimensional Fund Advisors
80
Dimensional Fund Advisors
Texas
$47.3M +$835K +12,239 +2%
Allianz Asset Management
81
Allianz Asset Management
Germany
$47.3M -$2.19M -32,159 -4%
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$45.4M -$791K -11,591 -2%
H
83
Hexavest
Quebec, Canada
$44.9M -$5.08M -74,433 -10%
RFC
84
Russell Frank Company
Washington
$43.3M -$880K -12,900 -2%
Citigroup
85
Citigroup
New York
$41.5M -$12.8M -187,499 -23%
Ohio Public Employees Retirement System (OPERS)
86
Ohio Public Employees Retirement System (OPERS)
Ohio
$41.4M -$1.28M -18,759 -3%
AQR Capital Management
87
AQR Capital Management
Connecticut
$41.2M -$965K -14,140 -2%
EIP
88
Energy Income Partners
Connecticut
$39.9M +$2.97M +43,462 +8%
Cohen & Steers
89
Cohen & Steers
New York
$39.8M -$10.1M -147,540 -20%
SONJCPFA
90
State of New Jersey Common Pension Fund A
New Jersey
$39.7M
O
91
OppenheimerFunds
New York
$39.4M -$1.17M -17,218 -3%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$38.5M -$774K -11,344 -2%
Citadel Advisors
93
Citadel Advisors
Florida
$37.8M +$20.1M +295,045 +109%
Caisse de Depot et Placement du Quebec (CDPQ)
94
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$37.7M -$5.61M -82,200 -13%
Canada Life
95
Canada Life
Manitoba, Canada
$37M +$37.7M +553,195 +19,289%
CI
96
Cincinnati Insurance
Ohio
$36.6M
SM
97
Seminole Management
New York
$36.4M
DPIM
98
Duff & Phelps Investment Management
Illinois
$35.5M
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
$34.7M +$23.1M +337,916 +186%
Chevy Chase Trust
100
Chevy Chase Trust
Maryland
$34.6M +$800K +11,719 +2%