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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 %
WT
751
Washington Trust
Rhode Island
$438K +$2.71K +38 +0.6%
KC
752
Kingfisher Capital
North Carolina
$437K -$49K -688 -10%
CCB
753
Cutter & Co Brokerage
Missouri
$437K -$2.07K -29 -0.5%
HC
754
Hourglass Capital
Texas
$434K – – –
KS
755
Karpas Strategies
Connecticut
$432K +$61.9K +870 +17%
ARMT
756
Amica Retiree Medical Trust
Rhode Island
$431K – – –
BFC
757
Blue Fin Capital
Rhode Island
$423K +$4.99K +70 +1%
IPRC
758
Indices-Pac Research Corporation
New Jersey
$418K -$99.9K -1,402 -19%
LNWWM
759
Laird Norton Wetherby Wealth Management
California
$418K -$21.4K -300 -5%
T
760
Thomaspartners
Massachusetts
$418K +$64K +898 +18%
UBWV
761
United Bank (West Virginia)
West Virginia
$417K +$1.78K +25 +0.4%
BHB
762
Bank Hapoalim BM
Israel
$412K -$14.7K -206 -3%
CC
763
Cannell & Co
New York
$412K +$412K +5,789 New
BB
764
Busey Bank
Illinois
$409K -$5.63K -79 -1%
SFG
765
SNS Financial Group
Minnesota
$404K +$178K +2,504 +79%
FMLI
766
Fukoku Mutual Life Insurance
Japan
$402K -$35.6K -500 -8%
DIA
767
Dean Investment Associates
Ohio
$402K +$19.6K +275 +5%
ID
768
Integral Derivatives
New York
$392K +$114K +1,600 +41%
GIS
769
Guardian Investor Services
New York
$388K -$15K -210 -4%
FCBT
770
First Citizens Bank & Trust
North Carolina
$386K -$27.5K -386 -7%
VF
771
Virtu Financial
New York
$386K +$386K +5,418 New
LNC
772
Lincoln National Corp
Pennsylvania
$384K +$79.3K +1,115 +26%
NCM
773
Novare Capital Management
North Carolina
$383K -$92.7K -1,303 -19%
HF
774
Hoxton Financial
West Virginia
$382K +$42.7K +599 +13%
HSA
775
HBK Sorce Advisory
Pennsylvania
$381K -$37.1K -521 -9%
29 30
31
32 33