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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
1
Capital Research Global Investors
California
$751M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$644M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$767M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$81.2M
5
CBOA
5
Commonwealth Bank of Australia
Australia
$84.3M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$326M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
Prudential Financial
3
Prudential Financial
New Jersey
$86.8M
4
State Street
4
State Street
Massachusetts
$2.49B
5
EA
5
Euclid Advisors
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
51
AllianceBernstein
Tennessee
$102M -$1.08M -14,425 -1%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$101M +$4.14M +55,421 +4%
PI
53
PGGM Investments
Netherlands
$95.3M +$3.13M +41,868 +3%
JHIU
54
Janus Henderson Investors US
Colorado
$94M +$2.05M +27,400 +2%
U
55
UBS
Switzerland
$92.4M -$4.24M -56,648 -4%
RJA
56
Raymond James & Associates
Florida
$91.3M +$21.9M +293,393 +32%
DPIM
57
Duff & Phelps Investment Management
Illinois
$90.5M – – –
Prudential Financial
58
Prudential Financial
New Jersey
$86.8M -$117M -1,566,725 -57%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$84.7M -$916K -12,247 -1%
CBOA
60
Commonwealth Bank of Australia
Australia
$84.3M +$79.7M +1,066,158 +1,733%
TA
61
Teachers Advisors
New York
$81.4M +$3.19M +42,626 +4%
Adage Capital Partners
62
Adage Capital Partners
Massachusetts
$81.2M +$81.2M +1,085,700 New
Jennison Associates
63
Jennison Associates
New York
$78.6M +$23.8M +318,162 +43%
Barclays
64
Barclays
United Kingdom
$77M +$8.48M +114,552 +12%
PPA
65
Parametric Portfolio Associates
Washington
$76.8M -$2.18M -29,100 -3%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$76.6M -$803K -10,740 -1%
Allianz Asset Management
67
Allianz Asset Management
Germany
$71.8M +$15.7M +209,480 +28%
Millennium Management
68
Millennium Management
New York
$71.3M +$61.3M +819,338 +609%
GIA
69
Gateway Investment Advisers
Ohio
$69.4M -$11.2K -150 -0%
MTB
70
Mizuho Trust & Banking
Japan
$68.6M -$4.65M -62,340 -6%
WHRC
71
W.H. Reaves & Co
New Jersey
$64.7M -$5.01M -67,035 -7%
BJ
72
BlackRock Japan
Japan
$63.9M +$5.71M +76,428 +10%
Principal Financial Group
73
Principal Financial Group
Iowa
$61.1M +$611K +8,175 +1%
VFA
74
Virtus Fund Advisers
Connecticut
$59.9M -$1.9M -25,361 -3%
RFC
75
Russell Frank Company
Washington
$58.8M -$20.4K -273 -0%
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