Duke Energy
1,002 hedge funds and large institutions have $25.6B invested in Duke Energy in 2013 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 302 increasing their positions, 422 reducing their positions, and 38 closing their positions.
239% more first-time investments, than exits
New positions opened: 129 | 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: 921 → 1,002 (+81)
1% more capital invested
Capital invested by funds: $25.4B → $25.6B (+$228M)
1.32% less ownership
Funds ownership: 53.92% → 52.6% (-1.3%)
23% less funds holding in top 10
Funds holding in top 10: 13 → 10 (-3)
28% less repeat investments, than reductions
Existing positions increased: 302 | Existing positions reduced: 422
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
+$87M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
+$74.7M |
| 3 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
+$60.9M |
| 4 |
CC
Carlson Capital
Dallas,
Texas
|
+$55.9M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$50.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$697M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$159M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$59.4M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$59.3M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
-$52.9M |
DUK Hedge Fund Activity: Q4 2013 in Review
1,002 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q4 2013, worth a combined $25.6B — up 0.9% from $25.4B a quarter earlier.
Buyers outnumbered sellers: 129 funds opened new DUK positions and 38 closed out — a net gain of 91 holders — while 302 added to existing stakes and 422 trimmed.
The largest buyer was Thornburg Investment Management, adding an estimated $87M. The largest seller was State Street, cutting an estimated $697M.
- 1,002 institutional investors held Duke Energy (DUK) as of Q4 2013, up from 921 in Q3 2013.
- Funds reported $25.6B of Duke Energy stock for Q4 2013, up 0.9% quarter-over-quarter.
- 129 funds opened new Duke Energy positions in Q4 2013 and 38 closed out, a net change of +91 holders.
- The largest Duke Energy buyer in Q4 2013 was Thornburg Investment Management, an estimated $87M added.
- The largest Duke Energy seller in Q4 2013 was State Street, an estimated $697M sold.
Based on aggregated 13F filings for Q4 2013.