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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.45B +$34.1M +487,923 +1%
State Street
2
State Street
Massachusetts
$2.23B -$697M -9,958,490 -24%
Franklin Resources
3
Franklin Resources
California
$1.52B +$32.9M +470,592 +2%
BIT
4
BlackRock Institutional Trust
California
$1.29B -$17.2M -245,670 -1%
Capital World Investors
5
Capital World Investors
California
$1.03B
Northern Trust
6
Northern Trust
Illinois
$638M +$2.12M +30,329 +0.3%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$632M -$2.86M -40,920 -0.4%
BFA
8
BlackRock Fund Advisors
California
$591M -$20.7M -295,233 -3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$544M -$19.5M -278,735 -3%
Federated Hermes
10
Federated Hermes
Pennsylvania
$511M +$710K +10,143 +0.1%
Capital Research Global Investors
11
Capital Research Global Investors
California
$405M -$59.4M -848,333 -13%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$371M -$159M -2,269,588 -30%
BG
13
BlackRock Group
United Kingdom
$365M -$18.2M -259,749 -5%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$353M +$17.6M +251,994 +5%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$338M +$50.7M +724,271 +17%
Deutsche Bank
16
Deutsche Bank
Germany
$329M +$7.9M +112,931 +2%
Morgan Stanley
17
Morgan Stanley
New York
$297M -$30.6M -437,026 -9%
Invesco
18
Invesco
Georgia
$288M -$8.74M -124,832 -3%
Norges Bank
19
Norges Bank
Norway
$284M -$33.4M -477,539 -10%
Legal & General Group
20
Legal & General Group
United Kingdom
$267M +$8.79M +125,626 +3%
TCIM
21
TIAA CREF Investment Management
New York
$264M -$52.9M -755,284 -17%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$251M -$3.04M -43,471 -1%
PAMU
23
Pictet Asset Management (UK)
United Kingdom
$230M -$1.78M -25,383 -0.8%
BA
24
BlackRock Advisors
Delaware
$226M -$1.59M -22,728 -0.7%
EIP
25
Epoch Investment Partners
New York
$221M +$7.83M +111,817 +4%