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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 %
FFSOTS
276
Fiduciary Financial Services of The Southwest
Texas
$5.61M -$30.7K -431 -0.5%
CFB
277
Cullen/Frost Bankers
Texas
$5.59M +$2.27M +31,873 +68%
Connor, Clark & Lunn Investment Management (CC&L)
278
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.47M +$2.82M +35,900 +107%
MOACM
279
Mutual of America Capital Management
New York
$5.44M -$5.41K -76 -0.1%
B
280
Barings
North Carolina
$5.43M +$2.64M +37,100 +95%
BCM
281
Bridgeway Capital Management
Texas
$5.34M +$5.34M +74,983 New
CCM
282
Catawba Capital Management
Virginia
$5.31M -$73.8K -1,037 -1%
SMDAM
283
Sumitomo Mitsui DS Asset Management
Japan
$5.31M -$319K -4,486 -6%
PA
284
Profund Advisors
Maryland
$5.28M +$1.27M +17,862 +32%
AAM
285
Aberdeen Asset Management
United Kingdom
$5.27M -$21.4K -300 -0.4%
Zurich Cantonal Bank
286
Zurich Cantonal Bank
Switzerland
$5.27M -$867K -12,179 -14%
PR
287
Payden & Rygel
California
$5.2M – – –
ST
288
Spot Trading
Illinois
$5.12M -$642K -9,011 -11%
AAM
289
Advisors Asset Management
Colorado
$5.1M -$23.1K -325 -0.5%
Neuberger Berman Group
290
Neuberger Berman Group
New York
$5.09M +$1.13M +15,885 +29%
CB
291
Commerce Bank
Missouri
$5.06M -$3.42K -48 -0.1%
AMIM
292
Aull & Monroe Investment Management
Alabama
$5.06M -$104K -1,462 -2%
CAM
293
Centre Asset Management
New York
$4.79M +$4.79M +67,230 New
DC
294
Deere & Company
Illinois
$4.78M +$1.19M +16,658 +33%
BII
295
Bainco International Investors
Massachusetts
$4.76M -$164K -2,300 -3%
RJT
296
Raymond James Trust
Florida
$4.75M +$242K +3,393 +5%
CCC
297
Cincinnati Casualty Company
Ohio
$4.72M – – –
UFG
298
United Fire Group
Iowa
$4.71M – – –
SI
299
Sentry Investments
Ontario, Canada
$4.67M -$2.49M -35,000 -35%
DAM
300
Delta Asset Management
Tennessee
$4.66M +$88K +1,235 +2%
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