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Duke Energy
DUK

Overview Fund Activity

1,093 hedge funds and large institutions have $32.8B invested in Duke Energy in 2014 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 362 increasing their positions, 419 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+71
Holders Change %
+6.95%
% of All Funds
29.17%
Holding in Top 10
22
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+83.33%
% of All Funds
0.59%
New
132
Increased
362
Reduced
419
Closed
45
Calls
$240M
Puts
$237M
Net Calls
+$3.03M
Net Calls Change
-$151M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$332M
2
State Street
State Street
Massachusetts
+$194M
3
BFA
BlackRock Fund Advisors
California
+$162M
4
Renaissance Technologies
Renaissance Technologies
New York
+$148M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$129M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$515M
2
Capital International Investors
Capital International Investors
California
-$222M
3
Franklin Resources
Franklin Resources
California
-$175M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$169M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
I
401
IberiaBank
Louisiana
$2.83M -$193K -2,308 -6%
WSFS
402
Wilmington Savings Fund Society
Delaware
$2.82M +$1.34K +16 +0%
MBTD
403
Mechanics Bank - Trust Department
California
$2.82M -$148K -1,770 -5%
ISB
404
Iowa State Bank
Iowa
$2.81M +$114K +1,360 +4%
AC
405
Alley Company
Illinois
$2.81M +$182K +2,173 +7%
TCMG
406
TSP Capital Management Group
New Jersey
$2.81M -$2.59M – –
ARTA
407
A.R.T. Advisors
New York
$2.8M -$907K -10,857 -24%
Envestnet Asset Management
408
Envestnet Asset Management
Illinois
$2.79M -$217K -2,600 -7%
HPC
409
HM Payson & Co
Maine
$2.76M -$7.52K -90 -0.3%
SCM
410
Shelton Capital Management
Colorado
$2.76M -$643K -7,700 -19%
IIM
411
Ipswich Investment Management
Massachusetts
$2.75M -$158K -1,887 -5%
NLI
412
Nippon Life Insurance
Japan
$2.74M +$313K +3,741 +13%
SSWM
413
Smith Salley Wealth Management
North Carolina
$2.72M -$774K -9,271 -22%
LIA
414
LS Investment Advisors
Michigan
$2.68M -$75K -898 -3%
PHIMC
415
Private Harbour Investment Management & Counsel
Ohio
$2.68M -$140K -1,676 -5%
SA
416
Strategic Advisors
New York
$2.65M +$58.6K +701 +2%
BFA
417
Benedict Financial Advisors
Georgia
$2.62M +$2.62M +31,559 New
FNBOO
418
First National Bank of Omaha
Nebraska
$2.61M +$11.4K +136 +0.4%
ZCA
419
Zeke Capital Advisors
Pennsylvania
$2.57M +$55.5K +664 +2%
Northwestern Mutual Wealth Management
420
Northwestern Mutual Wealth Management
Wisconsin
$2.55M +$203K +2,434 +9%
NRS
421
Neville Rodie & Shaw
New York
$2.55M +$14.5K +174 +0.6%
DL
422
Delta Lloyd
Netherlands
$2.55M – – –
JIC
423
Johnson Investment Counsel
Ohio
$2.54M +$60.8K +728 +2%
Brown Advisory
424
Brown Advisory
Maryland
$2.52M +$76.2K +912 +3%
BKBG
425
BHF Kleinwort Benson Group
Belgium
$2.51M +$947K +10,904 +61%
15 16
17
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