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Duke Energy
DUK

Overview Fund Activity

1,019 hedge funds and large institutions have $27.2B 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 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,019
Holders Change
+18
Holders Change %
+1.8%
% of All Funds
29.45%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.4%
New
87
Increased
369
Reduced
416
Closed
62
Calls
$245M
Puts
$111M
Net Calls
+$135M
Net Calls Change
+$68.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$247M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$125M
3
Prudential Financial
Prudential Financial
New Jersey
+$77.8M
4
Renaissance Technologies
Renaissance Technologies
New York
+$65.3M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$61.5M

Top Sellers

1
BA
BlackRock Advisors
Delaware
-$85.1M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$73.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$66.7M
4
SAC
Smith Affiliated Capital
New York
-$60M
5
CC
Carlson Capital
Texas
-$55.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
251
Cetera Advisor Networks
California
$6.56M +$158K +2,214 +2%
WF
252
Welch & Forbes
Massachusetts
$6.54M +$25K +351 +0.4%
BG
253
Bollard Group
Massachusetts
$6.52M +$38.8K +545 +0.6%
SCM
254
Sterling Capital Management
North Carolina
$6.5M -$5.91K -83 -0.1%
BPBT
255
Boston Private Bank & Trust
Massachusetts
$6.47M +$316K +4,431 +5%
HighTower Advisors
256
HighTower Advisors
Illinois
$6.44M +$20.7K +291 +0.3%
GGPS
257
Gary Goldberg Planning Services
New York
$6.4M +$98.2K +1,379 +2%
VRS
258
Virginia Retirement Systems
Virginia
$6.38M +$381K +5,347 +6%
American Century Companies
259
American Century Companies
Missouri
$6.37M -$168K -2,357 -3%
Acadian Asset Management
260
Acadian Asset Management
Massachusetts
$6.28M +$145K +2,032 +2%
BCM
261
BTR Capital Management
California
$6.22M +$91.5K +1,285 +1%
MIM
262
Marco Investment Management
Georgia
$6.19M -$164K -2,300 -3%
AIMCA
263
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.07M -$1.5M -21,000 -20%
DC
264
Davenport & Co
Virginia
$6.05M -$329K -4,626 -5%
DekaBank Deutsche Girozentrale
265
DekaBank Deutsche Girozentrale
Germany
$6.02M +$341K +4,823 +6%
HT
266
HAP Trading
New York
$5.98M +$1.76M +24,753 +42%
VanEck Associates
267
VanEck Associates
New York
$5.98M +$5.98M +83,921 New
GT
268
Glenmede Trust
Pennsylvania
$5.96M +$9.12K +128 +0.2%
RJFSA
269
Raymond James Financial Services Advisors
Florida
$5.92M +$36.8K +517 +0.6%
William Blair & Company
270
William Blair & Company
Illinois
$5.89M +$599K +8,417 +11%
JGUA
271
John G. Ullman & Associates
New York
$5.8M -$1.46M -20,486 -20%
PAM
272
Private Asset Management
California
$5.8M -$195K -2,736 -3%
Creative Planning
273
Creative Planning
Kansas
$5.77M +$27.1K +381 +0.5%
FMII
274
Farmers & Merchants Investments Inc
Nebraska
$5.66M -$12K -168 -0.2%
GL
275
GLG LLC
New York
$5.63M +$5.63M +79,058 New
9 10
11
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