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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 %
CA
651
Cetera Advisors
Colorado
$718K +$81.9K +1,159 +13%
SSB
652
Sandy Spring Bank
Maryland
$713K -$9.7K -136 -1%
FNBT
653
FineMark National Bank & Trust
Florida
$712K +$4.35K +61 +0.6%
VKH
654
Virtu KCG Holdings
New York
$711K -$163K -2,283 -19%
SC
655
Savant Capital
Illinois
$709K +$709K +9,949 New
FSC
656
Fiduciary Services Corp
Georgia
$701K +$11.6K +163 +2%
BHIA
657
Birch Hill Investment Advisors
Massachusetts
$699K -$13.7K -193 -2%
B
658
Bailard
California
$695K -$106K -1,493 -13%
WIC
659
Wilkins Investment Counsel
Massachusetts
$692K – – –
CI
660
Capital International
California
$691K +$691K +9,700 New
LCM
661
LVM Capital Management
Michigan
$676K +$71.2K +1,000 +12%
BC
662
Burney Company
Virginia
$673K +$205K +2,875 +44%
MIM
663
Montgomery Investment Management
Maryland
$667K -$129K -1,815 -16%
CCM
664
CrestPoint Capital Management
Missouri
$662K -$513K -7,200 -44%
RCAG
665
Rehmann Capital Advisory Group
Michigan
$660K +$14.3K +201 +2%
RT
666
Reliance Trust
Georgia
$659K -$48.5K -681 -7%
SBH
667
Segall Bryant & Hamill
Illinois
$658K -$162K -2,279 -20%
Capital Fund Management (CFM)
668
Capital Fund Management (CFM)
France
$656K +$656K +9,216 New
CAM
669
Carret Asset Management
New York
$655K -$10.7K -150 -2%
NI
670
Numeric Investors
Massachusetts
$655K +$655K +9,200 New
EWM
671
Endurance Wealth Management
Rhode Island
$648K -$2.92K -41 -0.4%
CSIC
672
Clifford Swan Investment Counsel
California
$648K +$131K +1,833 +25%
GC
673
Grimes & Company
Massachusetts
$642K +$13.1K +184 +2%
TTWM
674
TCV Trust & Wealth Management
Virginia
$641K -$14K -196 -2%
FWP
675
FAS Wealth Partners
Kansas
$640K -$50.1K -704 -7%
25 26
27
28 29