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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 %
FMBTD
626
First Midwest Bank Trust Division
Illinois
$831K -$30.8K -433 -4%
FNBTCON
627
First National Bank & Trust Co of Newtown
Pennsylvania
$825K +$26.4K +371 +3%
ZIC
628
ZWJ Investment Counsel
Georgia
$824K +$121K +1,700 +17%
AWM
629
Altavista Wealth Management
North Carolina
$817K +$5.41K +76 +0.7%
UAS
630
United Asset Strategies
New York
$813K +$346K +4,854 +74%
MA
631
Montag & Associates
Georgia
$807K -$71.1K -999 -8%
GP
632
Girard Partners
Pennsylvania
$797K +$38.3K +538 +5%
HH
633
Hilltop Holdings
Texas
$794K +$483K +6,789 +155%
MAP
634
Managed Asset Portfolios
Michigan
$789K -$23.7K -333 -3%
MHIC
635
Marble Harbor Investment Counsel
Massachusetts
$789K -$11.8K -166 -1%
TCM
636
Texan Capital Management
Texas
$789K – – –
CIP
637
Chartwell Investment Partners
Pennsylvania
$783K – – –
CONA
638
Capital One National Association
New York
$773K +$19.2K +270 +3%
PWP
639
Private Wealth Partners
California
$763K -$2.2M -30,887 -74%
BT
640
Beacon Trust
New Jersey
$761K -$3.14K -44 -0.4%
WIC
641
Whitegate Investment Counselors
New Hampshire
$758K +$758K +9,399 New
HRIA
642
Haberer Registered Investment Advisor
Ohio
$755K -$43.4K -610 -5%
RNS
643
Robert N. Shapiro
$754K +$12.9K +181 +2%
Bank of Nova Scotia
644
Bank of Nova Scotia
Ontario, Canada
$754K +$61.8K +867 +9%
AF
645
Arrow Financial
New York
$737K +$618K +8,675 +518%
TCOTO
646
Trust Company of the Ozarks
Missouri
$732K -$17.8K -250 -2%
BTNA
647
Bremer Trust National Association
Minnesota
$731K -$25.5K -358 -3%
FNB
648
First Niagara Bank
New York
$727K – – –
CLOS
649
Compagnie Lombard Odier SCmA
Switzerland
$725K -$83.9K -1,178 -10%
FBT
650
First Bankers Trust
Kentucky
$720K – – –
24 25
26
27 28