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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 %
BCM
326
Buckhead Capital Management
Georgia
$4.11M -$212K -2,980 -5%
Natixis Advisors
327
Natixis Advisors
Massachusetts
$4.11M +$369K +5,182 +10%
BBA
328
BLB&B Advisors
Pennsylvania
$4.01M +$12K +168 +0.3%
KFS
329
KMS Financial Services
Washington
$4.01M +$655K +9,201 +20%
LSERS
330
Louisiana State Employees Retirement System
Louisiana
$3.99M -$64.1K -900 -2%
LTFS
331
Ladenburg Thalmann Financial Services
Florida
$3.96M +$149K +2,098 +4%
BG
332
Bahl & Gaynor
Ohio
$3.93M -$404K -5,679 -9%
TYCC
333
Texas Yale Capital Corp
Florida
$3.9M +$198K +2,783 +5%
RCM
334
Riverhead Capital Management
Delaware
$3.84M +$103K +1,443 +3%
GCP
335
GSA Capital Partners
United Kingdom
$3.81M +$3.15M +44,173 +473%
CAM
336
Capstone Asset Management
Texas
$3.8M -$780K -10,953 -17%
RW
337
Rand Wealth
Maryland
$3.77M +$77.1K +1,082 +2%
WFG
338
Windsor Financial Group
Minnesota
$3.75M +$11.4K +160 +0.3%
FCAM
339
F&C Asset Management
United Kingdom
$3.69M +$257K +3,604 +7%
FAAS
340
First Allied Advisory Services
California
$3.65M +$648K +9,129 +22%
AMI
341
Amica Mutual Insurance
Rhode Island
$3.63M -$1.07M -15,043 -23%
Nisa Investment Advisors
342
Nisa Investment Advisors
Missouri
$3.62M -$1.12M -15,750 -24%
LIM
343
Leavell Investment Management
Alabama
$3.6M -$24.9K -350 -0.7%
ACM
344
Argyle Capital Management
Pennsylvania
$3.6M +$5.98K +84 +0.2%
DILH
345
Dai-ichi Life Holdings
Japan
$3.59M +$226K +3,170 +7%
MCM
346
Maryland Capital Management
Maryland
$3.56M -$48.9K -686 -1%
SM
347
Stratton Management
Pennsylvania
$3.51M -$72.7K -1,020 -2%
WAM
348
Wood Asset Management
Florida
$3.5M -$452K -6,344 -11%
ICOA
349
Investment Centers of America
North Dakota
$3.48M +$1.55M +23,162 +80%
PCA
350
Personal Capital Advisors
California
$3.44M +$996K +13,987 +41%
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