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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
ClearBridge Investments
126
ClearBridge Investments
New York
$22.5M +$170K +2,495 +0.7%
AIA
127
Avalon Investment & Advisory
Texas
$22.5M -$157K -2,302 -0.7%
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$22.4M +$781K +11,446 +4%
SNC
129
Stifel Nicolaus & Co
Missouri
$22.1M +$1.39M +20,357 +7%
State of Tennessee, Department of Treasury
130
State of Tennessee, Department of Treasury
Tennessee
$21.7M +$22.1M +324,593 New
LCOV
131
London Company of Virginia
Virginia
$21.6M -$5.22M -76,474 -19%
Aviva
132
Aviva
United Kingdom
$21.1M +$3.21M +46,983 +17%
USAA
133
United Services Automobile Association
Texas
$20.6M -$3.76M -55,050 -15%
WI
134
WBI Investments
New Jersey
$20.4M -$1.23M -18,087 -6%
PI
135
Putnam Investments
Massachusetts
$20.4M +$44K +645 +0.2%
MAM
136
Magellan Asset Management
Australia
$20.3M -$244K -3,581 -1%
D.E. Shaw & Co
137
D.E. Shaw & Co
New York
$20.1M -$9.48M -138,929 -32%
N
138
Nuveen
North Carolina
$20.1M -$39.8M -582,802 -66%
Credit Agricole
139
Credit Agricole
France
$20.1M +$20.5M +300,312 New
Robeco Institutional Asset Management
140
Robeco Institutional Asset Management
Netherlands
$19.7M +$272K +3,994 +1%
AIG
141
American International Group
New York
$19.5M -$115K -1,690 -0.6%
IRF
142
IBM Retirement Fund
New York
$19.5M -$2.94M -43,098 -13%
CFC
143
Cincinnati Financial Corp
Ohio
$19.1M
TAM
144
Tocqueville Asset Management
New York
$18.9M +$336K +4,920 +2%
EAM
145
Edge Asset Management
Washington
$18.2M +$9.09M +133,247 +96%
CC
146
Chubb Corp
New Jersey
$18.2M
VOYA Investment Management
147
VOYA Investment Management
Georgia
$17.8M -$1.96M -28,663 -10%
Axa
148
Axa
France
$17.6M +$5.66M +82,930 +46%
ST
149
Sabal Trust
Florida
$17.4M +$680K +9,966 +4%
MI
150
Markston International
New York
$17.1M -$4.4M -64,550 -20%