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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 %
VIP
376
Vantage Investment Partners
Missouri
$2.94M +$293K +4,110 +11%
CCC
377
Chelsea Counsel Company
California
$2.89M -$8.37M -117,555 -74%
FAT
378
First American Trust
California
$2.89M -$89.9K -1,262 -3%
FB
379
Fulton Bank
Pennsylvania
$2.86M -$148K -2,073 -5%
ADBIC
380
A.D. Beadell Investment Counsel
Wisconsin
$2.85M – – –
NLI
381
Nippon Life Insurance
Japan
$2.83M -$142 -2 -0%
SIM
382
Sentry Investment Management
Wisconsin
$2.82M – – –
MBTD
383
Mechanics Bank - Trust Department
California
$2.79M – – –
WJA
384
Williams Jones & Associates
New York
$2.79M +$1.93M +27,094 +225%
SFI
385
SPC Financial Inc
Maryland
$2.78M -$21.4K -300 -0.8%
KIA
386
KCM Investment Advisors
California
$2.77M +$665K +9,337 +32%
MIM
387
Macroview Investment Management
Maryland
$2.74M +$1.28M +18,012 +88%
Envestnet Asset Management
388
Envestnet Asset Management
Illinois
$2.73M -$315K -4,427 -10%
OCM
389
Orleans Capital Management
Louisiana
$2.73M -$2.21K -31 -0.1%
APFBOT
390
Amica Pension Fund Board of Trustees
Rhode Island
$2.73M – – –
CCM
391
Cadence Capital Management
Massachusetts
$2.73M -$443K -6,213 -14%
PP
392
Patten & Patten
Tennessee
$2.72M -$57.9K -813 -2%
AIS
393
American Investment Services
Massachusetts
$2.69M +$158K +2,218 +6%
Los Angeles Capital Management
394
Los Angeles Capital Management
California
$2.69M +$85.3K +1,198 +3%
CIA
395
CCM Investment Advisers
South Carolina
$2.69M -$2.08M -29,186 -44%
BMM
396
Buffington Mohr McNeal
Idaho
$2.66M +$135K +1,900 +5%
I
397
IberiaBank
Louisiana
$2.66M +$105K +1,481 +4%
ISL
398
Ingalls & Snyder LLC
New York
$2.64M -$21.7K -305 -0.8%
MAA
399
Matrix Asset Advisors
New York
$2.64M +$58K +814 +2%
TCT
400
TIAA CREF Trust
Missouri
$2.63M -$13K -183 -0.5%
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