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
+$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 %
KB
776
Kimelman & Baird
New York
$379K – – –
AW
777
ACG Wealth
Georgia
$377K -$34.9K -490 -8%
MC
778
Middleton & Co
Massachusetts
$376K – – –
ACP
779
Aviance Capital Partners
Florida
$373K – – –
GSBTD
780
Glenview State Bank Trust Department
Illinois
$373K -$18.6K -261 -5%
SFP
781
Santa Fe Partners
New Mexico
$372K -$2.39M -33,551 -87%
GD
782
Grandfield & Dodd
New York
$372K – – –
NCM
783
Narwhal Capital Management
Georgia
$372K – – –
MWR
784
McAdams Wright Ragen
Washington
$364K -$46.4K -652 -11%
WDA
785
Wendell David Associates
New Hampshire
$363K – – –
PAM
786
Premier Asset Management
Illinois
$360K -$7.12K -100 -2%
AWA
787
AmeriServ Wealth Advisors
Pennsylvania
$359K -$10.7K -150 -3%
HCMT
788
Highland Capital Management (Tennessee)
Tennessee
$358K -$5.71K -80 -2%
DCLA
789
Douglas C. Lane & Associates
New York
$357K -$57.2K -802 -14%
IIM
790
Intact Investment Management
Quebec, Canada
$356K – – –
RMCM
791
Reynders McVeigh Capital Management
Massachusetts
$353K – – –
CFS
792
Community Financial System
New York
$352K – – –
KFC
793
Klingenstein Fields & Co
New York
$351K -$286K -4,018 -45%
NAMA
794
Nikko Asset Management Americas
New York
$349K -$261K -3,700 -43%
CCT
795
Country Club Trust
Missouri
$347K -$123K -1,728 -26%
KWMG
796
King Wealth Management Group
Florida
$345K -$714K -10,019 -67%
TIA
797
Tiemann Investment Advisors
California
$341K -$3.41K -48 -1%
PP
798
Prudential plc
United Kingdom
$339K – – –
PWM
799
Perigon Wealth Management
California
$339K +$214 +3 +0.1%
MKC
800
M. Kraus & Co
Vermont
$338K -$26.1K -366 -7%
30 31
32
33 34