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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
NTCOC
176
Northern Trust Company of Connecticut
Connecticut
$12.8M -$1.48M -21,136 -10%
EIM
177
ExxonMobil Investment Management
Texas
$12.7M -$273K -3,896 -2%
JCM
178
Janney Capital Management
Pennsylvania
$12.6M +$1.48M +21,091 +13%
B
179
BP
United Kingdom
$12.4M
LPL Financial
180
LPL Financial
California
$12.3M +$196K +2,801 +2%
QI
181
Qualcomm Inc
California
$12.1M
LCP
182
Lombardia Capital Partners
California
$12M -$1.45M -20,769 -11%
HCM
183
Highbridge Capital Management
New York
$11.9M +$2.55M +36,506 +27%
Janus Henderson Group
184
Janus Henderson Group
United Kingdom
$11.8M +$380K +5,424 +3%
Royal London Asset Management
185
Royal London Asset Management
United Kingdom
$11.7M +$544K +7,772 +5%
NG
186
NatWest Group
United Kingdom
$11.7M +$2.46M +35,179 +26%
GI
187
GLG Inc
New York
$11.6M -$1.12M -16,000 -9%
AC
188
Allstate Corporation
Illinois
$11.3M -$12.9M -183,946 -53%
FWIA
189
Fort Washington Investment Advisors
Ohio
$11.1M +$1.02M +14,528 +10%
CCC
190
Chelsea Counsel Company
California
$10.9M -$6.22M -88,908 -36%
OC
191
Oppenheimer & Co
New York
$10.9M -$657K -9,382 -6%
JMPWA
192
JP Morgan Private Wealth Advisors
California
$10.6M -$38.4K -549 -0.4%
KeyBank National Association
193
KeyBank National Association
Ohio
$10.2M -$434K -6,205 -4%
AG
194
Aperio Group
California
$10M -$8.96M -128,011 Closed
BSA
195
Braun Stacey Associates
New York
$9.95M -$196K -2,806 -2%
CIBC Asset Management
196
CIBC Asset Management
Ontario, Canada
$9.89M -$224K -3,194 -2%
OTPPB
197
Ontario Teachers' Pension Plan Board
Ontario, Canada
$9.85M -$1.95M -27,815 -16%
Mitsubishi UFJ Asset Management
198
Mitsubishi UFJ Asset Management
Japan
$9.67M -$2.45M -34,944 -20%
OI
199
Oakbrook Investments
Illinois
$9.6M -$501K -7,155 -5%
Lazard Asset Management
200
Lazard Asset Management
New York
$9.41M +$1.57M +22,500 +20%