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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 %
MA
376
Marshwinds Advisory
Georgia
$3.04M -$92.6K -1,239 -3%
BIA
377
Biondo Investment Advisors
Pennsylvania
$3.04M +$137K +1,838 +5%
TCT
378
TIAA CREF Trust
Missouri
$3.03M +$314K +4,196 +12%
FB
379
Fulton Bank
Pennsylvania
$3M -$19K -254 -0.6%
Toronto Dominion Bank
380
Toronto Dominion Bank
Ontario, Canada
$3M -$47.9K -554 -2%
EB
381
Eastern Bank
Massachusetts
$2.98M +$206K +2,750 +7%
SM
382
Stratton Management
Pennsylvania
$2.94M -$477K -6,374 -14%
GHAM
383
Gilman Hill Asset Management
Connecticut
$2.93M +$163K +2,185 +6%
FNT
384
First National Trust
Pennsylvania
$2.92M +$329K +4,401 +13%
MAM
385
Mizuho Asset Management
Japan
$2.91M +$444K +5,932 +18%
B
386
Barings
North Carolina
$2.91M -$127K -1,700 -4%
OCM
387
Orleans Capital Management
Louisiana
$2.9M +$2.39K +32 +0.1%
LI
388
Longer Investments
Arkansas
$2.88M +$2.88M +38,530 New
FAAS
389
First Allied Advisory Services
California
$2.87M -$623K -8,370 -18%
APFBOT
390
Amica Pension Fund Board of Trustees
Rhode Island
$2.87M – – –
Jacobs Levy Equity Management
391
Jacobs Levy Equity Management
New Jersey
$2.86M +$449K +6,000 +19%
MP
392
Manifold Partners
California
$2.85M +$2.85M +38,153 New
TMAM
393
Tokio Marine Asset Management
Japan
$2.84M – – –
WWM
394
Willingdon Wealth Management
North Carolina
$2.84M +$314K +4,205 +12%
ISL
395
Ingalls & Snyder LLC
New York
$2.82M +$24.7K +330 +0.9%
HIMC
396
Heritage Investors Management Corp
Maryland
$2.77M +$67.1K +898 +2%
QI
397
Quotient Investors
New York
$2.75M -$120K -1,600 -4%
DADC
398
D.A. Davidson & Co
Montana
$2.75M +$11.1K +148 +0.4%
ADBIC
399
A.D. Beadell Investment Counsel
Wisconsin
$2.74M -$232K -3,099 -8%
RIA
400
Regal Investment Advisors
Michigan
$2.72M +$104K +1,390 +4%
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16
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