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Duke Energy
DUK

Overview Fund Activity

1,014 hedge funds and large institutions have $29.3B invested in Duke Energy in 2014 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 384 increasing their positions, 399 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,014
Holders Change
-5
Holders Change %
-0.49%
% of All Funds
29.16%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.35%
New
55
Increased
384
Reduced
399
Closed
54
Calls
$260M
Puts
$117M
Net Calls
+$143M
Net Calls Change
+$8.16M

Top Buyers

1
Norges Bank
Norges Bank
Norway
$627M
2
State Street
State Street
Massachusetts
$2.58B
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$306M
4
EA
Euclid Advisors
Connecticut
$98.9M
5
BFA
BlackRock Fund Advisors
California
$740M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$211M
2
SB
Suntrust Banks
Georgia
$33.8M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$296M
4
SAC
Smith Affiliated Capital
New York
$0
5
Renaissance Technologies
Renaissance Technologies
New York
$7.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$260M -$10.2M -137,541 -4%
State Farm Mutual Automobile Insurance
27
State Farm Mutual Automobile Insurance
Illinois
$239M +$5.19M +69,900 +2%
UBS AM
28
UBS AM
Illinois
$238M +$23.1M +310,758 +11%
TIM
29
Thornburg Investment Management
New Mexico
$213M – – –
Fidelity Investments
30
Fidelity Investments
Massachusetts
$211M -$118M -1,584,195 -36%
Prudential Financial
31
Prudential Financial
New Jersey
$202M -$391K -5,275 -0.2%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$192M +$461K +6,220 +0.2%
Wells Fargo
33
Wells Fargo
California
$184M +$247K +3,330 +0.1%
Goldman Sachs
34
Goldman Sachs
New York
$182M +$10.1M +136,527 +6%
MAA
35
Managed Account Advisors
New Jersey
$181M +$11.8M +158,551 +7%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$160M +$1.83M +24,722 +1%
BIM
37
BlackRock Investment Management
Delaware
$157M +$4.42M +59,613 +3%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$156M +$870K +11,725 +0.6%
BA
39
BlackRock Advisors
Delaware
$155M -$31.3K -422 -0%
LM
40
Luminus Management
Texas
$140M +$18.6M +250,329 +15%
BlackRock
41
BlackRock
New York
$129M +$1.99M +26,855 +2%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$128M -$4.7M -63,414 -4%
Mitsubishi UFJ Trust & Banking
43
Mitsubishi UFJ Trust & Banking
Japan
$127M -$2.21M -29,827 -2%
TD Asset Management
44
TD Asset Management
Ontario, Canada
$126M +$2.05M +27,590 +2%
CS
45
Credit Suisse
Switzerland
$125M +$18.7M +251,558 +18%
APG Asset Management
46
APG Asset Management
Netherlands
$123M +$13.6M +183,213 +12%
Arrowstreet Capital
47
Arrowstreet Capital
Massachusetts
$118M +$56.5M +761,490 +92%
Bank of America
48
Bank of America
North Carolina
$116M -$7.22M -97,312 -6%
Charles Schwab
49
Charles Schwab
California
$116M +$2.81M +37,873 +2%
Swiss National Bank
50
Swiss National Bank
Switzerland
$109M +$1.24M +16,700 +1%
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