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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 %
BF
301
BOK Financial
Oklahoma
$4.66M +$247K +3,465 +6%
CFSG
302
Community Financial Services Group
Vermont
$4.64M +$304K +4,273 +7%
1IC
303
1919 Investment Counsel
Maryland
$4.63M +$69.5K +976 +2%
Nordea Investment Management
304
Nordea Investment Management
Sweden
$4.63M +$340K +4,778 +8%
ERSOT
305
Employees Retirement System of Texas
Texas
$4.63M -$2.14M -30,000 -32%
RP
306
Reinhart Partners
Wisconsin
$4.58M +$73.4K +1,030 +2%
Cambridge Investment Research Advisors
307
Cambridge Investment Research Advisors
Iowa
$4.57M +$180K +2,532 +4%
LDB
308
Lee, Danner & Bass
Tennessee
$4.52M +$24.2K +340 +0.5%
B
309
Baird
Wisconsin
$4.52M -$48.3K -678 -1%
GH
310
GAM Holding
Switzerland
$4.51M +$4.51M +63,361 New
WB
311
WesBanco Bank
West Virginia
$4.43M +$136K +1,903 +3%
BCM
312
Birmingham Capital Management
Alabama
$4.41M +$93.3K +1,310 +2%
TCM
313
Tufton Capital Management
Maryland
$4.37M +$17.1K +240 +0.4%
ECM
314
Estabrook Capital Management
New York
$4.33M -$95.9K -1,346 -2%
OIM
315
Opus Investment Management
Massachusetts
$4.32M +$1.35M +19,000 +46%
MIU
316
Man Investments (UK)
United Kingdom
$4.32M +$4.32M +60,704 New
PI
317
Placemark Investments
Illinois
$4.32M -$4.57M -64,201 -51%
PA
318
Pinnacle Associates
New York
$4.23M -$2.62M -36,827 -38%
PJSIMP
319
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.22M -$142K -1,999 -3%
SBWIC
320
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.21M +$9.54K +134 +0.2%
SGAM
321
Steinberg Global Asset Management
Florida
$4.18M +$646K +9,075 +18%
KRS
322
Kentucky Retirement Systems
Kentucky
$4.17M +$19.4K +272 +0.5%
CIBC World Market
323
CIBC World Market
Ontario, Canada
$4.15M +$2.89M +40,509 +228%
PAM
324
Panagora Asset Management
Massachusetts
$4.15M +$119K +1,670 +3%
JIM
325
Jupiter Investment Management
United Kingdom
$4.12M +$4.12M +57,820 New
11 12
13
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