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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 %
ISB
426
Iowa State Bank
Iowa
$2.42M +$53.2K +712 +2%
FSA
427
Franklin Street Advisors
North Carolina
$2.42M +$152K +2,034 +7%
AC
428
Alley Company
Illinois
$2.35M +$91K +1,217 +4%
FNBOO
429
First National Bank of Omaha
Nebraska
$2.32M +$120K +1,600 +5%
SA
430
Strategic Advisors
New York
$2.32M +$298K +3,980 +15%
CPP
431
Crow Point Partners
Massachusetts
$2.28M – – –
DL
432
Delta Lloyd
Netherlands
$2.28M +$188K +2,517 +9%
NRS
433
Neville Rodie & Shaw
New York
$2.27M -$84.9K -1,135 -4%
ZCA
434
Zeke Capital Advisors
Pennsylvania
$2.25M +$897 +12 +0%
SWP
435
Stratos Wealth Partners
Ohio
$2.25M +$108K +1,446 +5%
QCMC
436
Quantum Capital Management (California)
California
$2.23M -$292K -3,901 -12%
KBC Group
437
KBC Group
Belgium
$2.23M -$2.61M -34,927 -54%
CCM
438
Cohen Capital Management
California
$2.23M – – –
JIC
439
Johnson Investment Counsel
Ohio
$2.22M +$2.22M +29,702 New
AIM
440
abrdn Investment Management
United Kingdom
$2.21M -$32.3K -432 -1%
NEAM
441
New England Asset Management
Connecticut
$2.2M -$366K -4,900 -14%
FDS
442
First Dallas Securities
Texas
$2.19M -$25.3K -338 -1%
Brown Advisory
443
Brown Advisory
Maryland
$2.18M -$34K -455 -2%
NLI
444
Nippon Life Insurance
Japan
$2.17M -$553K -7,400 -20%
CIM
445
Calvert Investment Management
Maryland
$2.16M +$820K +10,966 +61%
HDIM
446
Hanson & Doremus Investment Management
Vermont
$2.16M -$20.2K -270 -0.9%
LA
447
Lynch & Associates
Indiana
$2.15M +$90K +1,203 +4%
Citadel Advisors
448
Citadel Advisors
Florida
$2.14M -$9.64M -128,905 -82%
GMIM
449
General Motors Investment Management
New York
$2.14M +$1.16M +15,477 +118%
KT
450
Kanaly Trust
Texas
$2.14M +$23.6K +316 +1%
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