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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 %
CCM
426
Cohen Capital Management
California
$2.49M – – –
HDIM
427
Hanson & Doremus Investment Management
Vermont
$2.47M +$53.5K +640 +2%
NEAM
428
New England Asset Management
Connecticut
$2.46M – – –
BA
429
Boston Advisors
Massachusetts
$2.46M +$93.4K +1,118 +4%
QI
430
QS Investors
New York
$2.44M -$4.51M -53,955 -65%
FDS
431
First Dallas Securities
Texas
$2.43M -$24.7K -296 -1%
CIM
432
Calvert Investment Management
Maryland
$2.42M – – –
KT
433
Kanaly Trust
Texas
$2.42M +$26.7K +320 +1%
WRHAM
434
W.R. Huff Asset Management
Florida
$2.4M +$2.4M +28,755 New
TMAM
435
Tokio Marine Asset Management
Japan
$2.4M -$773K -9,256 -24%
PAG
436
Private Advisor Group
New Jersey
$2.38M +$221K +2,665 +10%
RP
437
Reinhart Partners
Wisconsin
$2.36M -$2.58M -30,875 -52%
CSS
438
Cubist Systematic Strategies
Connecticut
$2.36M +$2.36M +28,192 New
GGPS
439
Gary Goldberg Planning Services
New York
$2.35M -$3.05M -36,491 -56%
MAA
440
Matrix Asset Advisors
New York
$2.34M -$1.19M -14,286 -34%
SWP
441
Stratos Wealth Partners
Ohio
$2.3M -$219K -2,620 -9%
BS
442
Bessemer Securities
New York
$2.28M +$653K +7,812 +40%
Fayez Sarofim & Co
443
Fayez Sarofim & Co
Texas
$2.24M – – –
SIC
444
Salem Investment Counselors
North Carolina
$2.24M -$32.9K -394 -1%
CCT
445
Chemung Canal Trust
New York
$2.2M +$128K +1,532 +6%
WWM
446
Willingdon Wealth Management
North Carolina
$2.18M -$988K -11,823 -31%
V
447
Veritable
Delaware
$2.18M -$126K -1,514 -5%
CCP
448
Clarkston Capital Partners
Michigan
$2.17M -$58.5K -700 -3%
LW
449
Linscomb Wealth
Texas
$2.15M +$46.1K +552 +2%
TFA
450
Transamerica Financial Advisors
Florida
$2.15M +$212K +2,535 +11%
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