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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 %
TCOT
526
Trust Company of Toledo
Ohio
$1.35M +$339K +4,760 +34%
FNFDCM
527
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.34M -$10.6K -149 -0.8%
WSCM
528
Wellington Shields Capital Management
New York
$1.33M – – –
VNIM
529
Vaughan Nelson Investment Management
Texas
$1.33M – – –
SYBT
530
Stock Yards Bank & Trust
Kentucky
$1.31M -$49.9K -700 -4%
HIM
531
Hermes Investment Management
United Kingdom
$1.31M – – –
DAM
532
Doheny Asset Management
California
$1.3M -$59.3K -833 -4%
HPBT
533
High Point Bank & Trust
North Carolina
$1.3M -$42.1K -591 -3%
GLRA
534
Gerald L. Ray & Associates
Texas
$1.3M -$15.4K -216 -1%
VFS
535
VSR Financial Services
Kansas
$1.29M -$22.7K -319 -2%
BA
536
Bridgewater Associates
Connecticut
$1.28M +$1.28M +18,034 New
JCM
537
Jasinkiewicz Capital Management
New Jersey
$1.28M +$159K +2,235 +14%
SCM
538
Schnieders Capital Management
California
$1.25M -$156K -2,192 -11%
BRWA
539
B. Riley Wealth Advisors
Florida
$1.24M +$74.6K +1,048 +6%
AB
540
Amalgamated Bank
New York
$1.22M -$23.2K -325 -2%
PAM
541
PartnerRe Asset Management
Connecticut
$1.22M +$5.56K +78 +0.5%
WA
542
WFG Advisors
Texas
$1.22M -$888K -12,476 -42%
MMCM
543
Marque Millennium Capital Management
New York
$1.2M – – –
WA
544
WealthTrust Axiom
Pennsylvania
$1.2M +$38.1K +535 +3%
AAIM
545
American Assets Investment Management
California
$1.19M – – –
CA
546
CapWealth Advisors
Tennessee
$1.19M +$6.27K +88 +0.5%
OMCS
547
Old Mutual Customised Solutions
South Africa
$1.18M +$470K +6,600 +66%
Thrivent Financial for Lutherans
548
Thrivent Financial for Lutherans
Minnesota
$1.18M +$10.7K +150 +0.9%
WWM
549
Willingdon Wealth Management
North Carolina
$1.16M +$22.3K +314 +2%
BAS
550
Brown Advisory Securities
Maryland
$1.16M +$102K +1,444 +10%
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