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Duke Energy
DUK

Overview Fund Activity

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
Holders
1,022
Holders Change
+8
Holders Change %
+0.79%
% of All Funds
29.67%
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

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$353M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$226M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$91.7M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$81.2M
5
CBOA
Commonwealth Bank of Australia
Australia
+$79.7M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$306M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$118M
3
Prudential Financial
Prudential Financial
New Jersey
-$117M
4
State Street
State Street
Massachusetts
-$109M
5
EA
Euclid Advisors
Connecticut
-$98.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GGPS
301
Gary Goldberg Planning Services
New York
$4.83M -$1.17M -15,637 -19%
GH
302
GAM Holding
Switzerland
$4.75M +$8.3K +111 +0.2%
Cambridge Investment Research Advisors
303
Cambridge Investment Research Advisors
Iowa
$4.74M -$106K -1,413 -2%
KFS
304
KMS Financial Services
Washington
$4.74M +$397K +5,314 +9%
BF
305
BOK Financial
Oklahoma
$4.72M -$523K -6,992 -10%
Nisa Investment Advisors
306
Nisa Investment Advisors
Missouri
$4.69M +$1.6M +21,385 +52%
OIM
307
Opus Investment Management
Massachusetts
$4.69M – – –
BCM
308
Birmingham Capital Management
Alabama
$4.67M +$7.48K +100 +0.2%
LOAMS
309
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.65M +$3.86M +51,414 +488%
LDB
310
Lee, Danner & Bass
Tennessee
$4.65M -$44.8K -599 -1%
TCM
311
Tufton Capital Management
Maryland
$4.53M -$53.9K -721 -1%
SGCA
312
Steel Grove Capital Advisors
Tennessee
$4.48M +$146K +1,959 +3%
FAT
313
First American Trust
California
$4.47M -$72.2K -966 -2%
LTFS
314
Ladenburg Thalmann Financial Services
Florida
$4.46M +$255K +3,416 +6%
SBWIC
315
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.45M -$22.4K -299 -0.5%
FA
316
Financial Advantage
Maryland
$4.43M +$4.43M +59,227 New
RP
317
Reinhart Partners
Wisconsin
$4.42M +$40.7K +545 +0.9%
OI
318
Oakbrook Investments
Illinois
$4.36M -$4.55M -60,880 -51%
BBA
319
BLB&B Advisors
Pennsylvania
$4.3M -$13.5K -180 -0.3%
UCFA
320
United Capital Financial Advisors
Texas
$4.25M -$2.49M -33,259 -37%
TYCC
321
Texas Yale Capital Corp
Florida
$4.25M +$54.1K +723 +1%
ECM
322
Estabrook Capital Management
New York
$4.25M -$135K -1,799 -3%
1IC
323
1919 Investment Counsel
Maryland
$4.24M -$229K -3,068 -5%
BG
324
Bahl & Gaynor
Ohio
$4.18M +$112K +1,503 +3%
CIBC World Market
325
CIBC World Market
Ontario, Canada
$4.16M +$92.6K +1,239 +2%
11 12
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