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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 %
BKBG
576
BHF Kleinwort Benson Group
Belgium
$1.05M +$246K +4,200 +30%
SC
577
Scotia Capital
Ontario, Canada
$1.05M -$19.6K -263 -2%
ECM
578
Everence Capital Management
Indiana
$1.05M – – –
BHC
579
Bowen Hanes & Co
Florida
$1.04M +$97.2K +1,300 +10%
WAM
580
Wolverine Asset Management
Illinois
$1.04M +$800K +10,701 +331%
Barrow, Hanley, Mewhinney & Strauss
581
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.04M – – –
WSTAM
582
Wilbanks Smith & Thomas Asset Management
Virginia
$1.04M +$4.34K +58 +0.4%
HT
583
HighTower Trust
Texas
$1.03M – – –
CI
584
Constellation Investments
Ohio
$1.03M +$22.4K +300 +2%
CTC
585
Central Trust Company
Missouri
$1.03M +$224K +2,991 +28%
LFR
586
Lehman Financial Resources
Pennsylvania
$1.02M +$26.9K +360 +3%
IMAS
587
ID Management A/S
Denmark
$1.02M +$1.02M +13,610 New
RFS
588
Rockefeller Financial Services
New York
$1.01M -$631K -8,441 -38%
ICAS
589
Investors Capital Advisory Services
Massachusetts
$1.01M -$119K -1,590 -11%
CAM
590
Columbia Asset Management
Michigan
$992K – – –
AL
591
Airain Ltd
Guernsey
$989K +$989K +13,226 New
NIS
592
National Investment Services
Wisconsin
$981K – – –
UAS
593
United Asset Strategies
New York
$976K +$3.22K +43 +0.3%
BB
594
Bell Bank
North Dakota
$971K +$47.3K +632 +5%
PAM
595
PartnerRe Asset Management
Connecticut
$968K -$157K -2,093 -14%
BAM
596
Brave Asset Management
New Jersey
$967K – – –
PWW
597
Pettyjohn Wood & White
Virginia
$956K -$14.6K -195 -2%
FFC
598
First Financial Corp
Indiana
$948K -$54.2K -725 -5%
EM
599
Excalibur Management
Massachusetts
$939K -$4.94K -66 -0.5%
DD
600
Dominick & Dominick
New York
$937K – – –
22 23
24
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