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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
CTA
201
Colonial Trust Advisors
South Carolina
$9.39M -$175K -2,505 -2%
WMSA
202
Weiss Multi-Strategy Advisers
New York
$9.32M +$9.45M +135,000 New
COPPSERS
203
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$9.3M -$659K -9,416 -7%
PNC
204
Park National Corp
Ohio
$9.22M -$878K -12,550 -9%
EAM
205
Edge Asset Management
Washington
$9.19M -$9.69M -138,500 -51%
SAM
206
Securian Asset Management
Minnesota
$9.07M +$1.14M +16,285 +14%
CDH
207
Charles D. Hyman
$8.9M -$60.5K -865 -0.7%
Truist Financial
208
Truist Financial
North Carolina
$8.82M +$109K +1,558 +1%
RCYC
209
Richard C. Young & Co
Rhode Island
$8.72M +$26.2K +375 +0.3%
URS
210
Utah Retirement Systems
Utah
$8.69M
HNB
211
Huntington National Bank
Ohio
$8.65M -$166K -2,365 -2%
Calamos Advisors
212
Calamos Advisors
Illinois
$8.63M
PI
213
Placemark Investments
Illinois
$8.62M +$4.58M +65,434 +110%
Asset Management One
214
Asset Management One
Japan
$8.54M -$623K -8,900 -7%
AIP
215
ARS Investment Partners
New York
$8.5M -$2.93M -41,922 -25%
ProShare Advisors
216
ProShare Advisors
Maryland
$8.33M +$3.34M +47,764 +66%
QI
217
QS Investors
New York
$8.11M -$279K -3,983 -3%
WBC
218
Westpac Banking Corp
Australia
$8.08M -$245K -3,506 -3%
HAI
219
Hennessy Advisors Inc
California
$8.06M +$1.12M +16,000 +16%
BOK
220
Bank of Kentucky
Kentucky
$8M -$204K -2,919 -2%
TRSOTSOK
221
Teachers Retirement System of the State of Kentucky
Kentucky
$7.94M -$315K -4,500 -4%
CIC
222
Canal Insurance Company
South Carolina
$7.88M
Janney Montgomery Scott
223
Janney Montgomery Scott
Pennsylvania
$7.79M +$389K +5,555 +5%
OPERF
224
Oregon Public Employees Retirement Fund
Oregon
$7.73M +$1.39M +19,900 +22%
FFIC
225
First Fiduciary Investment Counsel
Ohio
$7.69M +$164K +2,340 +2%