DUK icon

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
$408M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$384M
3
Prudential Financial
Prudential Financial
New Jersey
$195M
4
Renaissance Technologies
Renaissance Technologies
New York
$65.3M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$119M

Top Sellers

1
BA
BlackRock Advisors
Delaware
$148M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$316M
4
SAC
Smith Affiliated Capital
New York
$62M
5
CC
Carlson Capital
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Teachers Retirement System (NYSTRS)
51
New York State Teachers Retirement System (NYSTRS)
New York
$102M -$1.6M -22,533 -2%
DPIM
52
Duff & Phelps Investment Management
Illinois
$101M +$823K +11,560 +0.8%
AllianceBernstein
53
AllianceBernstein
Tennessee
$92.7M -$1.89M -26,585 -2%
BTS
54
BB&T Securities
Virginia
$91.6M +$1.92M +2,693 +2%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$91.4M +$427K +6,000 +0.5%
U
56
UBS
Switzerland
$81.8M +$11.3M +158,079 +16%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$80.5M -$3.14M -44,117 -4%
PPA
58
Parametric Portfolio Associates
Washington
$75.6M +$1.92M +26,968 +3%
TA
59
Teachers Advisors
New York
$74.7M -$1.95M -27,447 -3%
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$74.3M -$5.47M -76,821 -7%
Barclays
61
Barclays
United Kingdom
$72.5M -$14.3M -200,859 -16%
MTB
62
Mizuho Trust & Banking
Japan
$70.7M -$1.43M -20,053 -2%
GIA
63
Gateway Investment Advisers
Ohio
$70.2M -$10.9M -153,050 -13%
JHIU
64
Janus Henderson Investors US
Colorado
$69.7M -$12.2M -171,834 -15%
Jennison Associates
65
Jennison Associates
New York
$66.9M +$13.8M +193,366 +26%
Renaissance Technologies
66
Renaissance Technologies
New York
$65.3M +$65.3M +917,387 New
SAC
67
Smith Affiliated Capital
New York
$62M -$60M – –
RJA
68
Raymond James & Associates
Florida
$61.9M +$2.25M +31,526 +4%
BJ
69
BlackRock Japan
Japan
$61.5M -$1.91M -26,839 -3%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$61.2M +$4.31M +60,598 +8%
WHRC
71
W.H. Reaves & Co
New Jersey
$60.3M +$3.98M +55,865 +7%
Allianz Asset Management
72
Allianz Asset Management
Germany
$59.5M -$6.64M -93,167 -10%
Arrowstreet Capital
73
Arrowstreet Capital
Massachusetts
$59.1M +$59.1M +830,179 New
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$58.6M -$10.4M -145,644 -15%
SO
75
STRS Ohio
Ohio
$57.2M -$2.81M -39,500 -5%
1 2
3
4 5