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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 %
MWR
776
McAdams Wright Ragen
Washington
$380K +$12.4K +166 +3%
GIS
777
Guardian Investor Services
New York
$375K -$17.9K -240 -5%
HCMT
778
Highland Capital Management (Tennessee)
Tennessee
$375K – – –
CCA
779
Checchi Capital Advisers
California
$375K +$72.1K +965 +24%
IIM
780
Intact Investment Management
Quebec, Canada
$374K – – –
AWA
781
AmeriServ Wealth Advisors
Pennsylvania
$373K – – –
PAM
782
Premier Asset Management
Illinois
$370K -$7.46K -100 -2%
TIA
783
Tiemann Investment Advisors
California
$365K – – –
CFS
784
Community Financial System
New York
$363K – – –
BA
785
Bridgewater Associates
Connecticut
$361K -$8.34M -111,700 -96%
KWMG
786
King Wealth Management Group
Florida
$360K – – –
MWAC
787
Mariner Wealth Advisors (Cincinnati)
Ohio
$358K -$1.94K -26 -0.5%
PP
788
Prudential plc
United Kingdom
$356K – – –
WEC
789
Winslow Evans & Crocker
Massachusetts
$352K +$25.1K +336 +8%
OA
790
Outfitter Advisors
Virginia
$347K – – –
BONST
791
Bank of Nova Scotia Trust
Ontario, Canada
$346K – – –
OC
792
Oarsman Capital
Wisconsin
$344K +$11.2K +150 +3%
CS
793
Credential Securities
$340K +$17.9K +241 +6%
CAM
794
CG Asset Management
New York
$336K – – –
RMAM
795
Raab & Moskowitz Asset Management
New Jersey
$334K -$286K -3,822 -46%
T
796
Thomaspartners
Massachusetts
$333K +$31.2K +417 +10%
BA
797
Bennicas & Associates
California
$330K – – –
HCM
798
Hollencrest Capital Management
California
$328K – – –
BSB
799
Bangor Savings Bank
Maine
$327K +$1.72K +23 +0.5%
FIM
800
Freedom Investment Management
Connecticut
$322K +$15.6K +209 +5%
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