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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
Capital Research Global Investors
California
+$353M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$226M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$91.7M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$81.2M
5
CBOA
Commonwealth Bank of Australia
Australia
+$79.7M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$306M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$118M
3
Prudential Financial
Prudential Financial
New Jersey
-$117M
4
State Street
State Street
Massachusetts
-$109M
5
EA
Euclid Advisors
Connecticut
-$98.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIS
726
Wright Investors Service
Connecticut
$499K -$70K -936 -12%
1SB
727
1ST Source Bank
Indiana
$495K -$7.32K -98 -1%
PTC
728
Philadelphia Trust Company
Pennsylvania
$494K -$93.9K -1,257 -16%
PFSC
729
Peoples Financial Services Corp
Pennsylvania
$493K -$19.8K -264 -4%
EWM
730
Endurance Wealth Management
Rhode Island
$491K -$187K -2,500 -28%
WRM
731
Westport Resources Management
Connecticut
$491K – – –
BFC
732
Blue Fin Capital
Rhode Island
$489K +$5.01K +67 +1%
RT
733
Reliance Trust
Georgia
$488K -$25K -334 -5%
AB
734
AT Bancorp
Iowa
$481K -$50.6K -677 -10%
CCT
735
Country Club Trust
Missouri
$479K +$86.4K +1,157 +22%
NES
736
New England Securities
New York
$474K -$44.4K -594 -9%
KFC
737
Klingenstein Fields & Co
New York
$470K +$1.5K +20 +0.3%
FHC
738
First Houston Capital
Texas
$464K +$82.2K +1,098 +22%
WSC
739
Wellington Shields & Co
New York
$463K -$99.2K -1,327 -18%
HB
740
Homrich & Berg
Georgia
$463K +$40.7K +544 +10%
FBC
741
Fairfield, Bush & Co
Connecticut
$457K +$17.4K +233 +4%
HC
742
Hourglass Capital
Texas
$455K – – –
KS
743
Karpas Strategies
Connecticut
$454K – – –
ACP
744
Aviance Capital Partners
Florida
$453K +$33.3K +445 +8%
ARMT
745
Amica Retiree Medical Trust
Rhode Island
$452K – – –
CCB
746
Cutter & Co Brokerage
Missouri
$451K – – –
MCM
747
Marathon Capital Management
Maryland
$450K -$6.2K -83 -1%
LNC
748
Lincoln National Corp
Pennsylvania
$449K +$45.2K +605 +11%
HCA
749
Horan Capital Advisors
Ohio
$446K +$148K +1,975 +49%
BC
750
Burney Company
Virginia
$443K -$45.3K -606 -9%
28 29
30
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