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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 %
HT
601
HighTower Trust
Texas
$981K -$1.85K -26 -0.2%
GMIM
602
General Motors Investment Management
New York
$973K -$155K -2,180 -14%
AIM
603
Aspen Investment Management
Michigan
$968K -$6.48K -91 -0.7%
WTC
604
WhitTier Trust Company
Nevada
$967K +$60.4K +848 +7%
PWW
605
Pettyjohn Wood & White
Virginia
$953K +$88.6K +1,245 +10%
WFM
606
Wilmington Funds Management
Delaware
$947K – – –
LFR
607
Lehman Financial Resources
Pennsylvania
$946K – – –
CAM
608
Columbia Asset Management
Michigan
$945K +$6.27K +88 +0.7%
DD
609
Dominick & Dominick
New York
$945K +$71.2K +1,000 +8%
CI
610
Constellation Investments
Ohio
$943K +$21.4K +300 +2%
WAM
611
Wolverine Asset Management
Illinois
$941K +$722K +10,146 +330%
IA
612
Icon Advisers
Colorado
$933K – – –
BAM
613
Brave Asset Management
New Jersey
$921K -$47.4K -666 -5%
NBC
614
Neuberger Berman Canada
Ontario, Canada
$919K +$919K +12,900 New
EM
615
Excalibur Management
Massachusetts
$907K -$332K -4,658 -27%
FAM
616
Fred Alger Management
New York
$904K – – –
NL
617
NWAM LLC
Washington
$904K +$233K +3,274 +35%
BHC
618
Bowen Hanes & Co
Florida
$901K +$29.5K +414 +3%
VAM
619
Visium Asset Management
New York
$900K -$1.65M -23,138 -65%
AI
620
ArchPoint Investors
Florida
$899K +$18.5K +260 +2%
Jane Street
621
Jane Street
New York
$899K +$899K +12,626 New
FIM
622
Fruth Investment Management
Texas
$855K -$9.7K -134 -1%
BB
623
Bell Bank
North Dakota
$850K -$73.4K -1,030 -8%
BKBG
624
BHF Kleinwort Benson Group
Belgium
$850K +$850K +16,600 New
ST
625
Smithfield Trust
Pennsylvania
$835K +$85.5K +1,200 +11%
23 24
25
26 27