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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 %
JFGIW
576
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.03M -$18.3K -257 -2%
SAM
577
Silvercrest Asset Management
New York
$1.03M -$360K -5,049 -26%
PFM
578
Parsec Financial Management
North Carolina
$1.03M +$10.9K +153 +1%
FA
579
FDx Advisors
Illinois
$1.03M +$163K +2,294 +19%
NIS
580
National Investment Services
Wisconsin
$1.03M +$2.14K +30 +0.2%
SEC
581
Seven Eight Capital
New York
$1.03M +$1.03M +14,400 New
SC
582
Scotia Capital
Ontario, Canada
$1.02M +$26.8K +376 +3%
ACM
583
Alta Capital Management
Utah
$1.02M +$59.2K +831 +6%
CAM
584
Cypress Asset Management
Texas
$1.02M -$42.8K -600 -4%
AAC
585
Asset Advisors Corp
Georgia
$1.01M -$64K -899 -6%
SLG
586
Stanley-Laman Group
Pennsylvania
$1.01M +$1.01M +14,207 New
EIM
587
Emerson Investment Management
Massachusetts
$1.01M +$87.8K +1,233 +10%
ST
588
Semper Trust
Pennsylvania
$1.01M -$36.7K -516 -4%
ECM
589
Everence Capital Management
Indiana
$1.01M – – –
ONB
590
Old National Bancorp
Indiana
$1M -$5.27K -74 -0.5%
Bessemer Group
591
Bessemer Group
New Jersey
$1M -$1.74M -24,474 -63%
CC
592
ClearArc Capital
Ohio
$996K +$60K +843 +6%
AWCI
593
Alpine Woods Capital Investors
New York
$991K -$61.9K -870 -6%
FFC
594
First Financial Corp
Indiana
$991K +$20.3K +285 +2%
AF
595
Aldebaran Financial
$988K +$42.7K +600 +5%
Barrow, Hanley, Mewhinney & Strauss
596
Barrow, Hanley, Mewhinney & Strauss
Texas
$987K +$21.4K +300 +2%
NC
597
Northpointe Capital
Michigan
$986K +$986K +13,850 New
MNBTD
598
Moody National Bank Trust Division
Texas
$984K – – –
WSTAM
599
Wilbanks Smith & Thomas Asset Management
Virginia
$983K +$428 +6 +0%
GG
600
Gofen & Glossberg
Illinois
$982K +$48.3K +681 +5%
22 23
24
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