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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 %
SAM
726
Strategy Asset Managers
California
$514K +$16.2K +227 +3%
CK
727
Cohen Klingenstein
New York
$513K – – –
WC
728
Whitnell & Co
Illinois
$509K – – –
MFS
729
MSI Financial Services
Massachusetts
$506K +$29.8K +418 +6%
TSW
730
Thompson Siegel & Walmsley
Virginia
$505K +$62.9K +883 +14%
TRCT
731
Tower Research Capital (TRC)
New York
$505K +$326K +4,574 +182%
MYLI
732
Meiji Yasuda Life Insurance
Japan
$504K -$15.2K -213 -3%
OIA
733
Optimum Investment Advisors
Illinois
$502K -$7.26K -102 -1%
CIC
734
Crawford Investment Counsel
Georgia
$501K – – –
SC
735
Schulhoff & Co
Ohio
$497K – – –
WIS
736
Wright Investors Service
Connecticut
$494K -$21.4K -300 -4%
M
737
MOTCO
Texas
$492K -$72.2K -1,016 -13%
FT
738
Fiduciary Trust
Massachusetts
$492K -$26K -365 -5%
WTIM
739
Wilmington Trust Investment Management
Delaware
$489K -$399K -5,600 -45%
DWA
740
Douglass Winthrop Advisors
New York
$485K – – –
PFSC
741
Peoples Financial Services Corp
Pennsylvania
$477K – – –
WRM
742
Westport Resources Management
Connecticut
$468K -$1.14M -15,938 -71%
TWM
743
Torch Wealth Management
Ohio
$468K – – –
WCM
744
Windsor Capital Management
Arizona
$464K +$8.34K +117 +2%
MCM
745
Marathon Capital Management
Maryland
$463K -$29.6K -416 -6%
HVIA
746
Hudson Valley Investment Advisors
New York
$462K -$11.3K -158 -2%
NES
747
New England Securities
New York
$455K -$33K -464 -7%
FMW
748
Farr Miller & Washington
District of Columbia
$451K +$35.6K +499 +9%
PIA
749
Peachtree Investment Advisors
Georgia
$440K +$2.49K +35 +0.6%
AB
750
AT Bancorp
Iowa
$438K -$6.62K -93 -1%
28 29
30
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