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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 %
I
401
IberiaBank
Louisiana
$2.71M -$59K -789 -2%
FBNAT
402
FirstMerit Bank N.A. Trustee
Ohio
$2.71M -$110K -1,475 -4%
DnB Asset Management
403
DnB Asset Management
Norway
$2.7M +$179K +2,400 +7%
RWM
404
Rench Wealth Management
Texas
$2.7M +$76.7K +1,026 +3%
Envestnet Asset Management
405
Envestnet Asset Management
Illinois
$2.69M -$40.5K -542 -1%
MCC
406
Mid Continent Capital
Illinois
$2.69M +$10K +134 +0.4%
MC
407
Moors & Cabot
Massachusetts
$2.69M +$10.9K +147 +0.4%
BAC
408
Boys Arnold & Co
North Carolina
$2.69M +$162K +2,173 +6%
PI
409
PineBridge Investments
New York
$2.67M -$121K -1,614 -4%
DCM
410
Dupont Capital Management
Delaware
$2.67M – – –
MBTD
411
Mechanics Bank - Trust Department
California
$2.66M -$61.8K -827 -2%
FIM
412
Foresters Investment Management
New York
$2.62M – – –
LCM
413
Logan Capital Management
Pennsylvania
$2.61M +$11.2K +150 +0.4%
Connor, Clark & Lunn Investment Management (CC&L)
414
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.6M -$2.65M -35,400 -50%
IIM
415
Ipswich Investment Management
Massachusetts
$2.6M +$131K +1,758 +5%
TCMG
416
TSP Capital Management Group
New Jersey
$2.59M -$2.57M -34,666 Closed
TNB
417
Thomasville National Bank
Georgia
$2.59M – – –
CFA
418
Carroll Financial Associates
North Carolina
$2.58M -$1.44M -17,408 -36%
PP
419
Patten & Patten
Tennessee
$2.56M +$63.4K +848 +3%
WSFS
420
Wilmington Savings Fund Society
Delaware
$2.53M -$80.7K -1,079 -3%
PHIMC
421
Private Harbour Investment Management & Counsel
Ohio
$2.52M +$2.54K +34 +0.1%
GHA
422
GW Henssler & Associates
Georgia
$2.51M +$206K +2,758 +9%
HPC
423
HM Payson & Co
Maine
$2.48M +$11.1K +149 +0.5%
LIA
424
LS Investment Advisors
Michigan
$2.47M -$89.3K -1,194 -3%
CGT
425
Capital Guardian Trust
California
$2.45M +$97.2K +1,300 +4%
15 16
17
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