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Duke Energy

1,022 hedge funds and large institutions have $29.4B invested in Duke Energy in 2014 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 386 increasing their positions, 383 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $300M | Put options by funds: $146M

37% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 41

1% more funds holding

Funds holding: 1,0141,022 (+8)

1% more repeat investments, than reductions

Existing positions increased: 386 | Existing positions reduced: 383

0% more capital invested

Capital invested by funds: $29.3B → $29.4B (+$136M)

0.04% more ownership

Funds ownership: 55.61%55.65% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
1,022
Holders Change
+8
Holders Change %
+0.79%
% of All Funds
29.66%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
56
Increased
386
Reduced
383
Closed
41
Calls
$300M
Puts
$146M
Net Calls
+$154M
Net Calls Change
+$11M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.83B +$43.6M +597,995 +2%
State Street
2
State Street
Massachusetts
$2.49B -$107M -1,461,912 -4%
Franklin Resources
3
Franklin Resources
California
$1.66B +$12M +164,603 +0.7%
BIT
4
BlackRock Institutional Trust
California
$1.43B +$2.91M +39,886 +0.2%
Capital World Investors
5
Capital World Investors
California
$1.15B -$29.4M -403,333 -3%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$767M +$89.5M +1,226,134 +14%
Capital Research Global Investors
7
Capital Research Global Investors
California
$751M +$345M +4,725,000 +89%
BFA
8
BlackRock Fund Advisors
California
$695M -$48.8M -668,984 -7%
Northern Trust
9
Northern Trust
Illinois
$667M -$21.5M -294,845 -3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$647M -$4.1M -56,134 -0.6%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$644M +$221M +3,023,564 +54%
Federated Hermes
12
Federated Hermes
Pennsylvania
$556M -$15.8M -216,588 -3%
Capital International Investors
13
Capital International Investors
California
$445M +$246K +3,370 +0.1%
BG
14
BlackRock Group
United Kingdom
$403M +$7.26M +99,492 +2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$384M -$5.4M -74,070 -1%
Deutsche Bank
16
Deutsche Bank
Germany
$382M +$30M +411,131 +9%
Invesco
17
Invesco
Georgia
$358M +$10.5M +143,340 +3%
Norges Bank
18
Norges Bank
Norway
$326M -$298M -4,089,663 -48%
Ameriprise
19
Ameriprise
Minnesota
$314M +$20.7M +283,061 +7%
EIP
20
Epoch Investment Partners
New York
$311M +$12.1M +165,684 +4%
Legal & General Group
21
Legal & General Group
United Kingdom
$286M -$2.75M -37,625 -1%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$278M -$20M -274,206 -7%
JP Morgan Chase
23
JP Morgan Chase
New York
$262M +$66.3M +909,306 +35%
TCIM
24
TIAA CREF Investment Management
New York
$252M -$11.1M -151,805 -4%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$251M -$55.3M -758,561 -18%