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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
State Street
1
State Street
Massachusetts
$2.83B -$4.27M -62,529 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.34B +$42.9M +628,629 +2%
Franklin Resources
3
Franklin Resources
California
$1.43B +$73.7M +1,080,276 +5%
BIT
4
BlackRock Institutional Trust
California
$1.27B -$2.34M -34,360 -0.2%
Capital World Investors
5
Capital World Investors
California
$1B +$189M +2,775,000 +23%
Northern Trust
6
Northern Trust
Illinois
$615M -$20.9M -306,475 -3%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$614M +$725K +10,620 +0.1%
BFA
8
BlackRock Fund Advisors
California
$592M +$59.9M +877,408 +11%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$545M +$3.89M +57,062 +0.7%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$510M -$52.4M -768,309 -9%
Federated Hermes
11
Federated Hermes
Pennsylvania
$494M +$42.8M +626,778 +9%
Capital Research Global Investors
12
Capital Research Global Investors
California
$449M
BG
13
BlackRock Group
United Kingdom
$371M +$21.1M +308,707 +6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$325M +$12.6M +185,132 +4%
Morgan Stanley
15
Morgan Stanley
New York
$317M +$45.8M +671,740 +17%
Deutsche Bank
16
Deutsche Bank
Germany
$311M +$22.5M +329,948 +8%
Norges Bank
17
Norges Bank
Norway
$307M -$27.4M -402,000 -8%
TCIM
18
TIAA CREF Investment Management
New York
$305M -$23.2M -340,427 -7%
Invesco
19
Invesco
Georgia
$287M +$9.99M +146,384 +4%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$279M +$131M +1,922,679 +85%
Legal & General Group
21
Legal & General Group
United Kingdom
$250M +$11.8M +173,434 +5%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$246M -$1.99M -29,113 -0.8%
PAMU
23
Pictet Asset Management (UK)
United Kingdom
$224M -$69.5M -1,018,440 -23%
BA
24
BlackRock Advisors
Delaware
$220M +$804K +11,779 +0.4%
EIP
25
Epoch Investment Partners
New York
$206M +$43.8M +641,545 +26%