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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 %
CB
551
Chemical Bank
Michigan
$1.15M +$123K +1,726 +12%
WT
552
Whittier Trust
California
$1.15M -$42.9K -602 -4%
EWM
553
Evercore Wealth Management
New York
$1.14M +$447K +6,276 +64%
RBC
554
Ronald Blue & Co
Georgia
$1.14M +$6.12K +86 +0.5%
CBN
555
Cadence Bank NA
Texas
$1.13M -$79.1K -1,112 -7%
FANJ
556
Financial Architects (New Jersey)
New Jersey
$1.12M -$641 -9 -0.1%
ANRIA
557
American National Registered Investment Advisor
Texas
$1.12M -$71 -1 -0%
CWP
558
Capital Wealth Planning
Florida
$1.11M +$1.11M +15,623 New
DHFB
559
Dixon Hubard Feinour & Brown
Virginia
$1.11M -$159K -2,240 -13%
TNB
560
Thomasville National Bank
Georgia
$1.11M -$120K -1,687 -10%
EFS
561
Essex Financial Services
Connecticut
$1.11M +$45.3K +636 +4%
FPA
562
Fieldpoint Private Advisors
New York
$1.11M -$247K -3,470 -18%
WTNA
563
Wilmington Trust National Association
Delaware
$1.1M -$239K -3,355 -18%
BC
564
Bartlett & Co
Ohio
$1.1M -$39.1K -549 -3%
EOJOAM
565
E. Ohman J:or Asset Management
Sweden
$1.09M -$164K -2,300 -13%
WA
566
WBH Advisory
Maryland
$1.08M -$28.4K -399 -3%
FCB
567
First Citizens Bancorporation
South Carolina
$1.08M -$40.2K -565 -4%
MYAM
568
Meiji Yasuda Asset Management
Japan
$1.08M -$14.2K -200 -1%
SSWM
569
Smith Salley Wealth Management
North Carolina
$1.07M -$2.37M -33,215 -69%
CHC
570
City Holding Co
West Virginia
$1.07M -$85.5K -1,200 -7%
RIA
571
Regal Investment Advisors
Michigan
$1.05M +$780K +10,942 +284%
NSEDCP
572
NJ State Employees Deferred Compensation Plan
New Jersey
$1.05M – – –
ICAS
573
Investors Capital Advisory Services
Massachusetts
$1.05M +$38.9K +546 +4%
BVDMP
574
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.05M +$150K +2,100 +17%
WPC
575
Waters Parkerson & Co
Louisiana
$1.03M -$74.3K -1,044 -7%
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