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Duke Energy
DUK

Overview Fund Activity

1,022 hedge funds and large institutions have $29.4B invested in Duke Energy in 2014 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 386 increasing their positions, 383 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,022
Holders Change
+8
Holders Change %
+0.79%
% of All Funds
29.67%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
56
Increased
386
Reduced
383
Closed
41
Calls
$300M
Puts
$146M
Net Calls
+$154M
Net Calls Change
+$11M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$353M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$226M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$91.7M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$81.2M
5
CBOA
Commonwealth Bank of Australia
Australia
+$79.7M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$306M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$118M
3
Prudential Financial
Prudential Financial
New Jersey
-$117M
4
State Street
State Street
Massachusetts
-$109M
5
EA
Euclid Advisors
Connecticut
-$98.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
526
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.34M -$11K -147 -0.8%
TCOT
527
Trust Company of Toledo
Ohio
$1.33M -$123K -1,648 -8%
SHA
528
Smith Hayes Advisers
Nebraska
$1.33M -$111K -1,485 -8%
Mirae Asset Global Investments
529
Mirae Asset Global Investments
South Korea
$1.32M +$51.5K +688 +4%
LCS
530
Levin Capital Strategies
New York
$1.3M -$507K -6,783 -28%
CCM
531
CrestPoint Capital Management
Missouri
$1.29M +$7.48K +100 +0.6%
JG
532
Jefferies Group
New York
$1.28M -$719K -9,616 -36%
RBC
533
Ronald Blue & Co
Georgia
$1.28M +$21.8K +292 +2%
WA
534
WealthTrust Axiom
Pennsylvania
$1.27M +$13.8K +184 +1%
BAS
535
Brown Advisory Securities
Maryland
$1.27M +$20.4K +273 +2%
ONB
536
Old National Bancorp
Indiana
$1.27M +$134K +1,791 +12%
MMCM
537
Marque Millennium Capital Management
New York
$1.26M – – –
EWM
538
Evercore Wealth Management
New York
$1.26M -$16.1K -216 -1%
EIM
539
Emerson Investment Management
Massachusetts
$1.25M +$88.5K +1,184 +8%
WA
540
WFG Advisors
Texas
$1.25M +$24.1K +322 +2%
AAIM
541
American Assets Investment Management
California
$1.25M – – –
DAM
542
Doheny Asset Management
California
$1.24M -$64.8K -866 -5%
FA
543
FDx Advisors
Illinois
$1.22M +$138K +1,851 +13%
SCM
544
Schnieders Capital Management
California
$1.22M -$259K -3,458 -18%
SYBT
545
Stock Yards Bank & Trust
Kentucky
$1.21M -$99.5K -1,330 -8%
NIMI
546
Natixis Investment Managers International
France
$1.2M -$904K -12,091 -43%
CB
547
Chemical Bank
Michigan
$1.2M – – –
AWCI
548
Alpine Woods Capital Investors
New York
$1.2M +$74.8K +1,000 +7%
CA
549
CapWealth Advisors
Tennessee
$1.17M -$21.2K -284 -2%
ANRIA
550
American National Registered Investment Advisor
Texas
$1.17M -$2.32K -31 -0.2%
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