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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
HSBC Holdings
76
HSBC Holdings
United Kingdom
$55.1M -$2.65M -37,851 -5%
CC
77
Carlson Capital
Texas
$55.1M +$55.9M +798,350 New
WHRC
78
W.H. Reaves & Co
New Jersey
$54.6M -$3.43M -48,996 -6%
Principal Financial Group
79
Principal Financial Group
Iowa
$54.3M +$496K +7,090 +0.9%
GF
80
Gabelli Funds
New York
$53.7M -$2.66M -38,000 -5%
State of Wisconsin Investment Board
81
State of Wisconsin Investment Board
Wisconsin
$53M -$1.06M -15,080 -2%
Jennison Associates
82
Jennison Associates
New York
$51.5M
Dimensional Fund Advisors
83
Dimensional Fund Advisors
Texas
$50.9M +$2.03M +29,063 +4%
SG Americas Securities
84
SG Americas Securities
New York
$49.3M +$19.2M +274,000 +62%
H
85
Hexavest
Quebec, Canada
$47.3M +$1.01M +14,484 +2%
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$45.6M -$1.25M -17,910 -3%
AQR Capital Management
87
AQR Capital Management
Connecticut
$45.4M +$2.89M +41,300 +7%
Korea Investment Corp
88
Korea Investment Corp
South Korea
$44.2M +$31.3M +446,600 +230%
Ohio Public Employees Retirement System (OPERS)
89
Ohio Public Employees Retirement System (OPERS)
Ohio
$42.5M -$272K -3,889 -0.6%
Canada Life
90
Canada Life
Manitoba, Canada
$42M +$3.47M +49,558 +9%
USAA
91
United Services Automobile Association
Texas
$41.7M +$20.6M +294,759 +95%
N
92
Natixis
France
$41.1M -$32.4M -463,163 -44%
GC
93
Guggenheim Capital
Illinois
$41M +$8.39M +119,810 +25%
O
94
OppenheimerFunds
New York
$40.7M -$13.3K -190 -0%
CA
95
Commerzbank Aktiengesellschaft
Germany
$39.1M +$10.1M +144,627 +35%
Cohen & Steers
96
Cohen & Steers
New York
$39M -$2.19M -31,309 -5%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$38.2M -$1.52M -21,772 -4%
CI
98
Cincinnati Insurance
Ohio
$37.9M
SM
99
Seminole Management
New York
$37.6M
First Trust Advisors
100
First Trust Advisors
Illinois
$37.3M -$18.6M -265,650 -33%