Duke Energy
1,019 hedge funds and large institutions have $27.1B invested in Duke Energy in 2014 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 369 increasing their positions, 416 reducing their positions, and 63 closing their positions.
122% more call options, than puts
Call options by funds: $248M | Put options by funds: $112M
40% more funds holding in top 10
Funds holding in top 10: 10 → 14 (+4)
38% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 63
6% more capital invested
Capital invested by funds: $25.6B → $27.1B (+$1.48B)
2% more funds holding
Funds holding: 1,002 → 1,019 (+17)
1.26% more ownership
Funds ownership: 52.6% → 53.86% (+1.3%)
11% less repeat investments, than reductions
Existing positions increased: 369 | Existing positions reduced: 416
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$242M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$122M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$76.1M |
| 4 |
Renaissance Technologies
New York
|
+$63.9M |
| 5 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$60.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$83.3M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
-$73.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$65.3M |
| 4 |
CC
Carlson Capital
Dallas,
Texas
|
-$55.1M |
| 5 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
-$50.5M |
DUK Hedge Fund Activity: Q1 2014 in Review
1,019 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q1 2014, worth a combined $27.1B — up 5.8% from $25.6B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new DUK positions and 63 closed out — a net gain of 24 holders — while 369 added to existing stakes and 416 trimmed.
The largest buyer was Capital International Investors, adding an estimated $242M. The largest seller was BlackRock Advisors, cutting an estimated $83.3M.
- 1,019 institutional investors held Duke Energy (DUK) as of Q1 2014, up from 1,002 in Q4 2013.
- Funds reported $27.1B of Duke Energy stock for Q1 2014, up 5.8% quarter-over-quarter.
- 87 funds opened new Duke Energy positions in Q1 2014 and 63 closed out, a net change of +24 holders.
- The largest Duke Energy buyer in Q1 2014 was Capital International Investors, an estimated $242M added.
- The largest Duke Energy seller in Q1 2014 was BlackRock Advisors, an estimated $83.3M sold.
Based on aggregated 13F filings for Q1 2014.