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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
$408M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$384M
3
Prudential Financial
Prudential Financial
New Jersey
$195M
4
Renaissance Technologies
Renaissance Technologies
New York
$65.3M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$119M

Top Sellers

1
BA
BlackRock Advisors
Delaware
$148M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$316M
4
SAC
Smith Affiliated Capital
New York
$62M
5
CC
Carlson Capital
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
State Farm Mutual Automobile Insurance
26
State Farm Mutual Automobile Insurance
Illinois
$224M +$7.91M +111,050 +4%
Ameriprise
27
Ameriprise
Minnesota
$219M +$2.85M +39,991 +1%
UBS AM
28
UBS AM
Illinois
$207M +$16.1M +225,547 +8%
TIM
29
Thornburg Investment Management
New Mexico
$205M -$8.56M -120,200 -4%
Prudential Financial
30
Prudential Financial
New Jersey
$195M +$77.8M +1,091,998 +67%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$184M +$5.04M +70,745 +3%
Wells Fargo
32
Wells Fargo
California
$176M -$494K -6,938 -0.3%
Goldman Sachs
33
Goldman Sachs
New York
$165M -$35.8M -502,691 -18%
MAA
34
Managed Account Advisors
New Jersey
$163M +$2.96M +41,581 +2%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$152M -$2.64M -37,102 -2%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$151M -$8.54M -117,787 -5%
BA
37
BlackRock Advisors
Delaware
$148M -$85.1M -1,194,560 -36%
BIM
38
BlackRock Investment Management
Delaware
$146M -$3.34M -46,946 -2%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$127M -$3.32M -46,576 -3%
Lord, Abbett & Co
40
Lord, Abbett & Co
New Jersey
$126M +$44.5M +624,662 +55%
Mitsubishi UFJ Trust & Banking
41
Mitsubishi UFJ Trust & Banking
Japan
$124M -$2.23M -31,338 -2%
BlackRock
42
BlackRock
New York
$122M +$1.25M +17,506 +1%
Bank of America
43
Bank of America
North Carolina
$119M -$2.02M -28,402 -2%
TD Asset Management
44
TD Asset Management
Ontario, Canada
$119M +$61.5M +864,214 +108%
LM
45
Luminus Management
Texas
$117M +$39.5M +554,956 +51%
Charles Schwab
46
Charles Schwab
California
$109M +$4.76M +66,893 +5%
SB
47
Suntrust Banks
Georgia
$106M -$13.1M -184,359 -11%
APG Asset Management
48
APG Asset Management
Netherlands
$105M +$2.81M +39,524 +3%
Swiss National Bank
49
Swiss National Bank
Switzerland
$104M -$3.27M -45,901 -3%
CS
50
Credit Suisse
Switzerland
$102M -$10.9M -153,175 -10%
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