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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 %
FFBTD
501
First Financial Bank - Trust Division
Ohio
$1.54M -$2.78K -39 -0.2%
1IA
502
1834 Investment Advisors
Wisconsin
$1.54M -$41K -575 -3%
PGFC
503
Peapack-Gladstone Financial Corp
New Jersey
$1.53M -$145K -2,032 -9%
PAG
504
Private Advisor Group
New Jersey
$1.52M +$151K +2,126 +11%
GXMC
505
Global X Management Company
New York
$1.51M +$1.51M +21,232 New
CPSAC
506
Chas P. Smith & Associates (CPS)
Florida
$1.48M -$38.9K -546 -3%
First Manhattan
507
First Manhattan
New York
$1.47M +$1.71K +24 +0.1%
CCP
508
Clough Capital Partners
Massachusetts
$1.46M – – –
TSWM
509
Triangle Securities Wealth Management
North Carolina
$1.46M +$99.6K +1,372 +7%
HCM
510
Hodges Capital Management
Texas
$1.45M -$401K -5,631 -22%
PTC
511
Private Trust Company
Ohio
$1.44M – – –
Mackenzie Financial
512
Mackenzie Financial
Ontario, Canada
$1.42M – – –
BO
513
Bank OZK
Arkansas
$1.42M -$360K -5,050 -20%
PAI
514
Pittenger & Anderson Inc
Nebraska
$1.42M – – –
GI
515
GAMCO Investors
Connecticut
$1.42M -$107K -1,505 -7%
EWA
516
Exencial Wealth Advisors
Oklahoma
$1.42M +$1.42M +19,324 New
UR
517
USCA RIA
Texas
$1.41M +$243K +3,413 +21%
MRCM
518
M&R Capital Management
New Jersey
$1.39M +$3.56K +50 +0.3%
QBFM
519
QS Batterymarch Financial Management
New York
$1.39M +$488K +6,846 +54%
SHA
520
Smith Hayes Advisers
Nebraska
$1.39M -$19.5K -274 -1%
FTI
521
Fiduciary Trust International
Massachusetts
$1.39M +$22.4K +314 +2%
Daiwa Securities Group
522
Daiwa Securities Group
Japan
$1.38M – – –
HA
523
Hamel Associates
New Jersey
$1.37M – – –
PFP
524
Pinnacle Financial Partners
Tennessee
$1.36M -$60.1K -844 -4%
GIM
525
Guardian Investment Management
California
$1.35M – – –
19 20
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