DUK icon

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 %
AL
351
Airain Ltd
Guernsey
$3.42M +$3.42M +48,063 New
UCFA
352
United Capital Financial Advisors
Texas
$3.42M +$491K +6,901 +17%
WT
353
Wilmington Trust
Delaware
$3.37M -$111K -1,556 -3%
SLI
354
Sumitomo Life Insurance
Japan
$3.36M -$284K -3,989 -8%
MA
355
MUFG Americas
New York
$3.36M -$18.4K -259 -0.5%
LMGAM
356
Liberty Mutual Group Asset Management
Massachusetts
$3.32M +$265K +3,728 +9%
HFS
357
HL Financial Services
Kentucky
$3.31M -$262K -3,682 -7%
OPCM
358
Osborne Partners Capital Management
California
$3.31M -$10.8K -151 -0.3%
CFA
359
Carroll Financial Associates
North Carolina
$3.3M +$7.62K +107 +0.2%
MCM
360
Murphy Capital Management
New Jersey
$3.24M +$114K +1,601 +4%
DG
361
Davidson & Garrard
Virginia
$3.23M +$34.5K +485 +1%
FIM
362
Foresters Investment Management
New York
$3.21M +$712K +10,000 +29%
CIA
363
Capital Investment Advisors
Georgia
$3.18M -$2.07K -29 -0.1%
MAM
364
Martingale Asset Management
Massachusetts
$3.16M – – –
QI
365
Quotient Investors
New York
$3.11M – – –
RIL
366
Rothschild Investment LLC
Illinois
$3.1M -$69.6K -977 -2%
TMAM
367
Tokio Marine Asset Management
Japan
$3.09M -$142K -1,994 -4%
SCCM
368
Schafer Cullen Capital Management
New York
$3.08M -$78.1K -1,096 -2%
AIP
369
Ameritas Investment Partners
Nebraska
$3.05M -$61.2K -860 -2%
WIC
370
Woodmont Investment Counsel
Tennessee
$3.05M +$3.92K +55 +0.1%
RC
371
RBO & Co
California
$3.04M -$57.8K -811 -2%
PSUF
372
People's United Financial
Connecticut
$3.04M -$481K -6,753 -14%
CL
373
Choreo LLC
Illinois
$3.01M +$3.01M +42,247 New
TC
374
Travelers Companies
Minnesota
$2.95M – – –
MA
375
Marshwinds Advisory
Georgia
$2.94M +$62.9K +883 +2%
13 14
15
16 17