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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 %
STC
426
SEI Trust Company
Pennsylvania
$2.37M -$1.39M -19,537 -37%
NIM
427
NXG Investment Management
Texas
$2.35M +$285K +4,000 +14%
SCM
428
Shelton Capital Management
Colorado
$2.34M +$49.9K +700 +2%
O
429
OppenheimerFunds
New York
$2.34M -$39.7M -557,001 -94%
CGT
430
Capital Guardian Trust
California
$2.29M +$2.28M +32,036 +18,735%
NRS
431
Neville Rodie & Shaw
New York
$2.26M -$49.9K -700 -2%
HPC
432
HM Payson & Co
Maine
$2.26M -$36.8K -516 -2%
AC
433
Alley Company
Illinois
$2.26M +$28.6K +402 +1%
SC
434
Sculptor Capital
New York
$2.26M -$4.88M -68,495 -68%
AIM
435
abrdn Investment Management
United Kingdom
$2.23M +$15.9K +223 +0.7%
TCM
436
Twin Capital Management
Pennsylvania
$2.22M +$17.8K +250 +0.8%
MC
437
Moors & Cabot
Massachusetts
$2.2M +$2.2M +30,921 New
BC
438
Barnett & Company
Tennessee
$2.2M +$139K +1,956 +7%
FNT
439
First National Trust
Pennsylvania
$2.19M +$238K +3,340 +12%
CPP
440
Crow Point Partners
Massachusetts
$2.17M +$2.17M +30,514 New
ISB
441
Iowa State Bank
Iowa
$2.15M +$80.8K +1,135 +4%
ZCA
442
Zeke Capital Advisors
Pennsylvania
$2.14M +$997 +14 +0%
NEAM
443
New England Asset Management
Connecticut
$2.14M -$49.9K -700 -2%
FSA
444
Franklin Street Advisors
North Carolina
$2.14M +$41K +575 +2%
FDS
445
First Dallas Securities
Texas
$2.13M -$1.99K -28 -0.1%
CCM
446
Cohen Capital Management
California
$2.12M – – –
Brown Advisory
447
Brown Advisory
Maryland
$2.12M -$24.1K -338 -1%
TNBTD
448
Trustmark National Bank Trust Department
Mississippi
$2.11M +$77.7K +1,091 +4%
HDIM
449
Hanson & Doremus Investment Management
Vermont
$2.09M -$105K -1,473 -5%
SIC
450
Salem Investment Counselors
North Carolina
$2.09M +$110K +1,551 +6%
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