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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 %
EB
401
Eastern Bank
Massachusetts
$2.62M -$179K -2,508 -6%
FBNAT
402
FirstMerit Bank N.A. Trustee
Ohio
$2.62M -$6.98K -98 -0.3%
WSFS
403
Wilmington Savings Fund Society
Delaware
$2.57M +$112K +1,574 +5%
MCC
404
Mid Continent Capital
Illinois
$2.56M +$463K +6,500 +22%
BIA
405
Biondo Investment Advisors
Pennsylvania
$2.55M +$400K +5,618 +19%
CIBC Private Wealth Group
406
CIBC Private Wealth Group
Georgia
$2.54M +$2.54M +36,145 New
DCM
407
Dupont Capital Management
Delaware
$2.54M – – –
ARTA
408
A.R.T. Advisors
New York
$2.52M +$2.52M +35,333 New
GHAM
409
Gilman Hill Asset Management
Connecticut
$2.5M +$344K +4,830 +16%
AF
410
Ally Financial
Michigan
$2.49M +$2.49M +35,000 New
NPC
411
National Planning Corporation
California
$2.49M +$351 +5 +0%
RWM
412
Rench Wealth Management
Texas
$2.48M -$933K -13,104 -27%
TCMG
413
TSP Capital Management Group
New Jersey
$2.48M -$2.54M – –
LCM
414
Logan Capital Management
Pennsylvania
$2.48M – – –
IIM
415
Ipswich Investment Management
Massachusetts
$2.46M -$73.1K -1,026 -3%
HIMC
416
Heritage Investors Management Corp
Maryland
$2.45M +$32.3K +454 +1%
WS
417
Wedbush Securities
California
$2.45M +$207K +2,903 +9%
BAC
418
Boys Arnold & Co
North Carolina
$2.42M -$26.6K -373 -1%
DADC
419
D.A. Davidson & Co
Montana
$2.42M -$114K -1,606 -5%
LIA
420
LS Investment Advisors
Michigan
$2.41M +$408K +5,728 +20%
QCMC
421
Quantum Capital Management (California)
California
$2.41M -$25.1K -353 -1%
GHA
422
GW Henssler & Associates
Georgia
$2.4M -$135K -1,890 -5%
OA
423
OFI Advisors
Pennsylvania
$2.39M +$221K +3,108 +10%
PHIMC
424
Private Harbour Investment Management & Counsel
Ohio
$2.38M -$42.4K -595 -2%
ACM
425
Aviance Capital Management
Florida
$2.37M +$1.98M +27,827 +515%
15 16
17
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