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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 %
FTC
701
Farmers Trust Company
Ohio
$580K -$18.8K -264 -3%
FQ
702
First Quadrant
California
$574K +$71.2K +999 +14%
GA
703
Geneva Advisors
Illinois
$572K +$299K +4,208 +110%
BAM
704
Barrett Asset Management
New York
$571K +$128K +1,800 +29%
SACTSONJ
705
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$570K – – –
TF
706
Tompkins Financial
New York
$570K +$10.4K +146 +2%
CAM
707
CG Asset Management
New York
$570K +$570K +8,000 New
HI
708
Hudock Inc
Pennsylvania
$569K +$1.78K +25 +0.3%
CIC
709
Carnegie Investment Counsel
Ohio
$568K +$2.92K +41 +0.5%
VCM
710
Violich Capital Management
California
$565K -$19K -266 -3%
SFSG
711
Stearns Financial Services Group
North Carolina
$565K +$25.1K +353 +5%
CPA
712
Cowen Prime Advisors
New York
$563K – – –
WKA
713
Wilson Kemp & Associates
Michigan
$558K -$188K -2,643 -25%
CC
714
Cadinha & Co
Hawaii
$556K +$71.2K +1,000 +15%
SI
715
SII Investments
Wisconsin
$555K -$25.4K -359 -4%
AFG
716
Albion Financial Group
Utah
$549K -$18.5K -260 -3%
AP
717
Advisor Partners
California
$546K +$38.6K +542 +8%
HTC
718
Haverford Trust Company
Pennsylvania
$544K -$333K -4,674 -38%
PTC
719
Philadelphia Trust Company
Pennsylvania
$540K -$53.6K -753 -9%
WSC
720
Wellington Shields & Co
New York
$535K +$427 +6 +0.1%
SGH
721
Schonfeld Group Holdings
New York
$534K +$534K +7,500 New
PFC
722
Phocas Financial Corp
California
$530K +$29.9K +420 +6%
1SB
723
1ST Source Bank
Indiana
$528K +$60.4K +848 +13%
TBA
724
Tower Bridge Advisors
Pennsylvania
$527K -$147K -2,062 -22%
NEPWA
725
New England Private Wealth Advisors
Massachusetts
$516K – – –
27 28
29
30 31