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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 %
TCM
626
Texan Capital Management
Texas
$810K +$12K +160 +1%
MAP
627
Managed Asset Portfolios
Michigan
$806K -$22.4K -300 -3%
FHA
628
First Horizon Advisors
Tennessee
$797K -$1.01M -13,576 -56%
PL
629
Perpetual Ltd
Australia
$785K +$411K +5,500 +110%
ZIC
630
ZWJ Investment Counsel
Georgia
$780K -$73.4K -982 -9%
CONA
631
Capital One National Association
New York
$778K -$9.34K -125 -1%
BT
632
Beacon Trust
New Jersey
$776K -$22.4K -300 -3%
CCM
633
Cadence Capital Management
Massachusetts
$776K +$124K +1,663 +19%
FNB
634
First Niagara Bank
New York
$761K +$28.3K +378 +4%
SC
635
Savant Capital
Illinois
$754K +$10.6K +142 +1%
AF
636
Aldebaran Financial
$749K -$276K -3,697 -27%
MFS
637
MSI Financial Services
Massachusetts
$747K +$67.8K +907 +10%
AR
638
Advisory Research
Illinois
$738K -$839K -11,226 -53%
BHIA
639
Birch Hill Investment Advisors
Massachusetts
$734K – – –
AF
640
Arrow Financial
New York
$732K -$34.8K -465 -5%
FBT
641
First Bankers Trust
Kentucky
$731K – – –
CI
642
Capital International
California
$725K – – –
SFG
643
SNS Financial Group
Minnesota
$724K +$207K +2,763 +40%
PWP
644
Private Wealth Partners
California
$722K – – –
BAM
645
Barrett Asset Management
New York
$720K +$86.5K +1,156 +14%
BTNA
646
Bremer Trust National Association
Minnesota
$718K -$15.3K -205 -2%
DIA
647
Dean Investment Associates
Ohio
$698K +$266K +3,556 +62%
CC
648
Cornerstone Capital
California
$695K +$157K +2,105 +29%
WIC
649
Wilkins Investment Counsel
Massachusetts
$688K – – –
FSC
650
Fiduciary Services Corp
Georgia
$687K -$13K -174 -2%
24 25
26
27 28