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Duke Energy
DUK

Overview Fund Activity

1,093 hedge funds and large institutions have $32.8B invested in Duke Energy in 2014 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 362 increasing their positions, 419 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+71
Holders Change %
+6.95%
% of All Funds
29.17%
Holding in Top 10
22
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+83.33%
% of All Funds
0.59%
New
132
Increased
362
Reduced
419
Closed
45
Calls
$240M
Puts
$237M
Net Calls
+$3.03M
Net Calls Change
-$151M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$332M
2
State Street
State Street
Massachusetts
+$194M
3
BFA
BlackRock Fund Advisors
California
+$162M
4
Renaissance Technologies
Renaissance Technologies
New York
+$148M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$129M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$515M
2
Capital International Investors
Capital International Investors
California
-$222M
3
Franklin Resources
Franklin Resources
California
-$175M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$169M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
326
Buckhead Capital Management
Georgia
$4.33M -$501 -6 -0%
BF
327
BOK Financial
Oklahoma
$4.32M -$956K -11,436 -18%
SGAM
328
Steinberg Global Asset Management
Florida
$4.29M -$1.31M -15,707 -23%
CAM
329
Capstone Asset Management
Texas
$4.26M +$344K +4,120 +9%
AMI
330
Amica Mutual Insurance
Rhode Island
$4.26M – – –
ACM
331
Argyle Capital Management
Pennsylvania
$4.22M – – –
Toronto Dominion Bank
332
Toronto Dominion Bank
Ontario, Canada
$4.22M +$1.32M +15,832 +46%
HFS
333
HL Financial Services
Kentucky
$4.2M +$109K +1,303 +3%
OIM
334
Opus Investment Management
Massachusetts
$4.19M -$1.04M -12,500 -20%
WFG
335
Windsor Financial Group
Minnesota
$4.15M -$219K -2,619 -5%
SIM
336
Sentry Investment Management
Wisconsin
$4.1M +$109K +1,300 +3%
BG
337
Bahl & Gaynor
Ohio
$4.09M -$573K -6,856 -12%
KIA
338
KCM Investment Advisors
California
$4.06M +$268K +3,211 +7%
MCM
339
Maryland Capital Management
Maryland
$4.01M -$159K -1,901 -4%
VIP
340
Vantage Investment Partners
Missouri
$4.01M +$319K +3,824 +9%
CFSG
341
Community Financial Services Group
Vermont
$3.99M -$51.8K -620 -1%
LMGAM
342
Liberty Mutual Group Asset Management
Massachusetts
$3.94M -$2.26K -27 -0.1%
PAM
343
Panagora Asset Management
Massachusetts
$3.93M -$345K -4,129 -8%
MCM
344
Murphy Capital Management
New Jersey
$3.92M -$235K -2,808 -6%
DCM
345
Dupont Capital Management
Delaware
$3.92M +$936K +11,208 +31%
MAM
346
Martingale Asset Management
Massachusetts
$3.83M -$75.3K -901 -2%
AIP
347
Ameritas Investment Partners
Nebraska
$3.79M +$288K +3,454 +8%
MA
348
MUFG Americas
New York
$3.75M -$99.8K -1,195 -3%
DG
349
Davidson & Garrard
Virginia
$3.74M -$22.4K -268 -0.6%
CIA
350
Capital Investment Advisors
Georgia
$3.68M -$46K -550 -1%
12 13
14
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