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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 %
NB
451
Norinchukin Bank
Japan
$2.12M +$150K +2,005 +8%
BA
452
Boston Advisors
Massachusetts
$2.12M +$11.5K +154 +0.5%
Northwestern Mutual Wealth Management
453
Northwestern Mutual Wealth Management
Wisconsin
$2.1M +$132K +1,769 +7%
TNBTD
454
Trustmark National Bank Trust Department
Mississippi
$2.1M +$21.5K +288 +1%
V
455
Veritable
Delaware
$2.07M +$32.4K +433 +2%
AP
456
AHL Partners
United Kingdom
$2.04M +$2.04M +27,230 New
SIC
457
Salem Investment Counselors
North Carolina
$2.03M -$26.4K -353 -1%
Fayez Sarofim & Co
458
Fayez Sarofim & Co
Texas
$2.01M – – –
CCP
459
Clarkston Capital Partners
Michigan
$2M -$15K -200 -0.7%
PAG
460
Private Advisor Group
New Jersey
$1.95M +$278K +3,715 +17%
BFA
461
Bragg Financial Advisors
North Carolina
$1.95M +$8.08K +108 +0.4%
AT
462
Arden Trust
Delaware
$1.93M +$106K +1,422 +6%
ANBTV
463
American National Bank & Trust (Virginia)
Virginia
$1.91M -$57.4K -767 -3%
PPSG
464
Princeton Portfolio Strategies Group
New Jersey
$1.9M -$68.2K -912 -3%
LW
465
Linscomb Wealth
Texas
$1.88M +$65.5K +876 +4%
CCT
466
Chemung Canal Trust
New York
$1.86M +$229K +3,061 +14%
SIC
467
Sigma Investment Counselors
Michigan
$1.85M -$63.5K -850 -3%
CIBC Private Wealth Group
468
CIBC Private Wealth Group
Georgia
$1.85M -$362K -4,835 -16%
RIG
469
Roosevelt Investment Group
New York
$1.84M – – –
CIA
470
Covington Investment Advisors
Pennsylvania
$1.83M – – –
MERSOM
471
Municipal Employees' Retirement System of Michigan
Michigan
$1.83M +$29.9K +400 +2%
IMOV
472
Investment Management of Virginia
Virginia
$1.83M +$42.4K +567 +2%
KIC
473
Keating Investment Counselors
Florida
$1.79M -$15.5K -208 -0.9%
Dodge & Cox
474
Dodge & Cox
California
$1.76M -$49.8K -666 -3%
PSUF
475
People's United Financial
Connecticut
$1.76M -$361K -4,826 -17%
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