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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 %
FHA
476
First Horizon Advisors
Tennessee
$1.73M +$60.2K +845 +4%
Dodge & Cox
477
Dodge & Cox
California
$1.73M -$63.6K -893 -4%
KIC
478
Keating Investment Counselors
Florida
$1.73M -$48K -674 -3%
PP
479
Palladium Partners
Virginia
$1.72M -$355K -4,981 -17%
AT
480
Arden Trust
Delaware
$1.72M +$329K +4,621 +24%
MERSOM
481
Municipal Employees' Retirement System of Michigan
Michigan
$1.72M +$42.7K +600 +3%
PPSG
482
Princeton Portfolio Strategies Group
New Jersey
$1.71M -$52K -730 -3%
IMOV
483
Investment Management of Virginia
Virginia
$1.71M +$28.5K +400 +2%
RIG
484
Roosevelt Investment Group
New York
$1.71M -$2.14K -30 -0.1%
SNT
485
Security National Trust
West Virginia
$1.71M -$482K -6,764 -22%
BAM
486
Berkshire Asset Management
Pennsylvania
$1.71M -$3.92K -55 -0.2%
AR
487
Advisory Research
Illinois
$1.71M +$44.3K +622 +3%
CICI
488
Capital Investment Counsel Inc
North Carolina
$1.69M +$55.1K +773 +3%
BFS
489
Bradley Foster & Sargent
Connecticut
$1.68M -$2.14K -30 -0.1%
CI
490
Conning Inc
Connecticut
$1.67M +$80.5K +1,130 +5%
DIA
491
Denver Investment Advisors
Colorado
$1.67M -$206K -2,899 -11%
WCM
492
Winton Capital Management
United Kingdom
$1.64M -$14.2M -199,518 -90%
BBHC
493
Brown Brothers Harriman & Co
New York
$1.63M -$38K -533 -2%
MSS
494
Mitchell Sinkler & Starr
Pennsylvania
$1.63M -$22.1K -310 -1%
TFA
495
Transamerica Financial Advisors
Florida
$1.62M +$1.14M +16,004 +239%
NAM
496
NTV Asset Management
West Virginia
$1.62M +$27.8K +391 +2%
CTC
497
Central Trust Company
Missouri
$1.61M +$349K +4,904 +28%
LW
498
Linscomb Wealth
Texas
$1.55M +$256K +3,596 +20%
CCT
499
Chemung Canal Trust
New York
$1.55M -$15.4K -216 -1%
PCM
500
Parsons Capital Management
Rhode Island
$1.55M -$382K -5,363 -20%
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