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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
CEMP
976
Compass Efficient Model Portfolios
Tennessee
$20K
S
977
SignatureFD
Georgia
$20K +$8.26K +118 +68%
CK
978
Carnick & Kubik
Colorado
$19.7K +$20K +286 New
FMT
979
First Mercantile Trust
Tennessee
$19K
SIA
980
SeaBridge Investment Advisors
New Jersey
$18K
SFSIG
981
San Francisco Sentry Investment Group
California
$15K
FBT
982
Founders Bank & Trust
Michigan
$14K
MAS
983
Madden Advisory Services
Florida
$14K
MFBTD
984
MB Financial Bank - Trust Department
Illinois
$14K
NHFG
985
New Harbor Financial Group
Massachusetts
$14K
UB
986
UMB Bank
Missouri
$13.8K -$270K -3,864 -2%
LWCFA
987
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K
AIA
988
Alerus Investment Advisors
Minnesota
$12K +$2.52K +36 +27%
CGT
989
Capital Guardian Trust
California
$12K +$12K +171 New
KFP
990
Keystone Financial Planning
Ohio
$11K +$11.6K +166 New
FWM
991
Focused Wealth Management
New York
$9K
KLWA
992
Kelly Lawrence W & Associates
California
$9K +$8.68K +124 New
WIC
993
Willis Investment Counsel
Georgia
$8.49K +$231K +3,300 +3%
BCMIO
994
Beacon Capital Management Inc (Ohio)
Ohio
$7K +$7K +100 New
SA
995
SRH Advisors
Kansas
$7K +$7K +100 New
MIM
996
Marco Investment Management
Georgia
$6.16K +$699K +9,985 +13%
HRC
997
Hoertkorn Richard Charles
$5K +$5.04K +72 New
CCM
998
Chilton Capital Management
Texas
$4.55K
SFPIA
999
Stevens First Principles Investment Advisors
California
$4K
ATC
1000
Adirondack Trust Company
New York
$2K