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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 %
Jacobs Levy Equity Management
451
Jacobs Levy Equity Management
New Jersey
$2.08M +$2.08M +29,250 New
NB
452
Norinchukin Bank
Japan
$2.08M +$204K +2,861 +11%
RFS
453
Rockefeller Financial Services
New York
$2.07M +$21.7K +304 +1%
CIM
454
Calvert Investment Management
Maryland
$2.06M – – –
FNBOO
455
First National Bank of Omaha
Nebraska
$2.03M +$285K +4,000 +16%
BA
456
Boston Advisors
Massachusetts
$2.03M +$37.4K +525 +2%
EAM
457
EULAV Asset Management
Florida
$2.02M +$142K +2,000 +8%
SA
458
Strategic Advisors
New York
$2M +$498 +7 +0%
QIM
459
Quantitative Investment Management
Virginia
$1.99M +$1.99M +28,000 New
V
460
Veritable
Delaware
$1.97M -$209K -2,930 -10%
KT
461
Kanaly Trust
Texas
$1.97M +$6.69K +94 +0.3%
LCS
462
Levin Capital Strategies
New York
$1.95M -$783K -10,993 -29%
Fayez Sarofim & Co
463
Fayez Sarofim & Co
Texas
$1.92M +$30.1K +422 +2%
CCP
464
Clarkston Capital Partners
Michigan
$1.92M +$1.64M +23,000 +590%
ANBTV
465
American National Bank & Trust (Virginia)
Virginia
$1.89M -$29.6K -416 -2%
BFA
466
Bragg Financial Advisors
North Carolina
$1.89M +$25.7K +361 +1%
LA
467
Lynch & Associates
Indiana
$1.89M +$229K +3,210 +14%
SIC
468
Sigma Investment Counselors
Michigan
$1.88M -$128K -1,795 -6%
Northwestern Mutual Wealth Management
469
Northwestern Mutual Wealth Management
Wisconsin
$1.85M +$74.6K +1,047 +4%
DL
470
Delta Lloyd
Netherlands
$1.83M +$189K +2,652 +12%
M&T Bank
471
M&T Bank
New York
$1.8M -$146K -2,047 -7%
PAM
472
Princeton Alpha Management
New Jersey
$1.78M +$1.17M +16,407 +191%
Toronto Dominion Bank
473
Toronto Dominion Bank
Ontario, Canada
$1.75M +$1.58M +21,733 +909%
CIA
474
Covington Investment Advisors
Pennsylvania
$1.75M -$220K -3,082 -11%
KRSITF
475
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.74M -$45.9K -645 -3%
17 18
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