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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 %
Jones Financial Companies
676
Jones Financial Companies
Missouri
$637K -$192K -2,689 -23%
WCM
677
Wisconsin Capital Management
Wisconsin
$637K -$66.3K -931 -9%
TCOV
678
Trust Company of Vermont
Vermont
$636K -$11.5K -161 -2%
ATC
679
Argent Trust Company
Louisiana
$636K – – –
CBU
680
CIBC Bank USA
Illinois
$632K -$16K -224 -2%
TIP
681
Torray Investment Partners
Maryland
$627K – – –
B
682
BancorpSouth
Mississippi
$626K -$303K -4,254 -33%
MDCM
683
Morgan Dempsey Capital Management
Wisconsin
$626K -$5.48K -77 -0.9%
BRM
684
Boston Research & Management
Massachusetts
$625K +$38.3K +538 +7%
AIA
685
Arbor Investment Advisors
North Carolina
$622K -$340K -4,769 -35%
BHWM
686
Bar Harbor Wealth Management
New Hampshire
$622K +$27.3K +383 +5%
FTIOP
687
Fiduciary Trust International of Pennsylvania
Pennsylvania
$621K -$80.2K -1,127 -11%
DP
688
Dearborn Partners
Illinois
$616K -$24.5K -344 -4%
TC
689
Taylor Cottrill
New Hampshire
$616K – – –
CCFCSB
690
Cape Cod Five Cents Savings Bank
Massachusetts
$615K +$17.4K +244 +3%
MA
691
MCF Advisors
Kentucky
$615K +$36.9K +518 +6%
IB
692
Intrust Bank
Kansas
$612K -$42.9K -603 -7%
HB
693
Homrich & Berg
Georgia
$611K -$30.6K -430 -5%
RMAM
694
Raab & Moskowitz Asset Management
New Jersey
$608K -$369K -5,182 -38%
ACP
695
Ashfield Capital Partners
California
$608K – – –
HC
696
HHG & Company
Connecticut
$602K +$602K +8,437 New
BP
697
Banyan Partners
Florida
$590K +$126K +1,770 +27%
SSWM
698
Sheets Smith Wealth Management
North Carolina
$587K +$46.8K +657 +9%
RB
699
Rodgers Brothers
Pennsylvania
$583K -$20.2K -283 -3%
AB
700
Atlas Brown
Kentucky
$581K +$50.6K +710 +10%
26 27
28
29 30