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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
Asset Management One
201
Asset Management One
Japan
$8.88M +$3.21M +47,041 +55%
Zurich Cantonal Bank
202
Zurich Cantonal Bank
Switzerland
$8.75M +$947K +13,877 +12%
DCM
203
Decade Capital Management
New York
$8.74M -$3.03M -44,432 -25%
CGI
204
CI Global Investments
California
$8.68M +$8.87M +130,000 New
CDH
205
Charles D. Hyman
$8.67M -$36.8K -540 -0.4%
AG
206
Aperio Group
California
$8.55M +$1.59M +23,320 +22%
HNB
207
Huntington National Bank
Ohio
$8.53M -$414K -6,064 -5%
WAM
208
World Asset Management
Michigan
$8.48M -$1.03M -15,050 -11%
Truist Financial
209
Truist Financial
North Carolina
$8.43M -$334K -4,900 -4%
RCYC
210
Richard C. Young & Co
Rhode Island
$8.42M +$149K +2,184 +2%
URS
211
Utah Retirement Systems
Utah
$8.41M -$68.2K -1,000 -0.8%
Calamos Advisors
212
Calamos Advisors
Illinois
$8.35M +$5.12M +75,000 +150%
QI
213
QS Investors
New York
$8.12M -$1.77M -25,909 -18%
WIC
214
Willis Investment Counsel
Georgia
$8.09M
WBC
215
Westpac Banking Corp
Australia
$8.05M -$438K -6,421 -5%
TRSOTSOK
216
Teachers Retirement System of the State of Kentucky
Kentucky
$7.98M -$628K -9,200 -7%
BOK
217
Bank of Kentucky
Kentucky
$7.93M -$78.2K -1,146 -1%
Nomura Holdings
218
Nomura Holdings
Japan
$7.81M +$4.71M +69,014 +145%
RP
219
Reinhart Partners
Wisconsin
$7.81M +$265K +3,890 +3%
SAM
220
Securian Asset Management
Minnesota
$7.69M +$670K +9,822 +9%
CIC
221
Canal Insurance Company
South Carolina
$7.62M
Lazard Asset Management
222
Lazard Asset Management
New York
$7.6M +$2.05K +30 +0%
CIM
223
Calvert Investment Management
Maryland
$7.54M -$332K -4,866 -4%
FFIC
224
First Fiduciary Investment Counsel
Ohio
$7.28M +$72.7K +1,065 +1%
BOH
225
Bank of Hawaii
Hawaii
$7.17M -$671K -9,828 -8%