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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
Chevy Chase Trust
101
Chevy Chase Trust
Maryland
$36.2M +$437K +6,241 +1%
Millennium Management
102
Millennium Management
New York
$35.9M +$26.2M +374,065 +256%
PI
103
PGGM Investments
Netherlands
$34.9M -$494K -7,064 -1%
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$33.4M -$2.45M -35,045 -7%
CNB
105
City National Bank
California
$33M +$1.87M +26,768 +6%
US Bancorp
106
US Bancorp
Minnesota
$32.7M -$426K -6,093 -1%
D.E. Shaw & Co
107
D.E. Shaw & Co
New York
$32.6M +$11.9M +170,581 +57%
ACI
108
AMP Capital Investors
Australia
$31.6M +$329K +4,702 +1%
Caisse de Depot et Placement du Quebec (CDPQ)
109
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$31.2M -$7.9M -112,900 -20%
SONJCPFA
110
State of New Jersey Common Pension Fund A
New Jersey
$31.1M -$10.1M -144,168 -24%
PIA
111
Piedmont Investment Advisors
North Carolina
$30.4M +$30.8M +440,453 +230,604%
MLICM
112
Metropolitan Life Insurance Company (MetLife)
New York
$30.2M -$620K -8,860 -2%
SOMRS
113
State of Michigan Retirement System
Michigan
$29.4M -$7K -100 -0%
BCIM
114
British Columbia Investment Management
British Columbia, Canada
$29.1M +$5.68M +81,143 +24%
Retirement Systems of Alabama
115
Retirement Systems of Alabama
Alabama
$29M +$33.1K +473 +0.1%
EIP
116
Energy Income Partners
Connecticut
$28.3M -$13.1M -186,705 -31%
Macquarie Group
117
Macquarie Group
Australia
$28M -$4.95M -70,798 -15%
ASRS
118
Arizona State Retirement System
Arizona
$27.8M -$1.29M -18,500 -4%
TAM
119
Tocqueville Asset Management
New York
$26.1M +$6.63M +94,744 +33%
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$25.8M +$2.59M +37,054 +11%
Public Employees Retirement Association of Colorado
121
Public Employees Retirement Association of Colorado
Colorado
$25.7M -$804K -11,482 -3%
GLA
122
Great Lakes Advisors
Illinois
$25.5M -$769K -10,994 -3%
LCOV
123
London Company of Virginia
Virginia
$24.9M +$2.66M +38,004 +12%
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$24.8M -$1.57M -22,462 -6%
Citadel Advisors
125
Citadel Advisors
Florida
$24.7M -$14.6M -208,066 -37%