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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 %
BUB
801
BBVA USA Bancshares
Texas
$337K +$71.1K +999 +27%
EWM
802
Evermay Wealth Management
Virginia
$337K +$337K +4,735 New
HI
803
HBK Investments
Texas
$335K -$3.04M -42,600 -90%
OA
804
Outfitter Advisors
Virginia
$333K -$33.3K -467 -9%
MWAC
805
Mariner Wealth Advisors (Cincinnati)
Ohio
$332K +$214 +3 +0.1%
SCA
806
Stonebridge Capital Advisors
Minnesota
$331K +$17.3K +243 +6%
WKWM
807
Walter & Keenan Wealth Management
Indiana
$326K +$326K +4,581 New
FMWA
808
Forvis Mazars Wealth Advisors
Missouri
$325K -$71 -1 -0%
MPWT
809
MassMutual Private Wealth & Trust
Connecticut
$323K +$49.8K +699 +18%
HCM
810
Hollencrest Capital Management
California
$321K +$321K +4,502 New
STI
811
Susquehanna Trust & Investment
Pennsylvania
$320K +$16.6K +233 +5%
CP
812
Coho Partners
Pennsylvania
$320K +$320K +4,500 New
RC
813
RegentAtlantic Capital
New Jersey
$319K -$48.7K -684 -13%
WEC
814
Winslow Evans & Crocker
Massachusetts
$318K -$10.8K -151 -3%
BA
815
Bennicas & Associates
California
$314K -$16.5K -232 -5%
FWCM
816
Ferguson Wellman Capital Management
Oregon
$312K -$112K -1,569 -26%
FHC
817
First Houston Capital
Texas
$306K -$55.1K -774 -15%
HIM
818
Hillsdale Investment Management
Ontario, Canada
$306K +$42.7K +600 +16%
JPMIA
819
J.P. Marvel Investment Advisors
Massachusetts
$298K -$71 -1 -0%
HKIM
820
Hayek Kallen Investment Management
Alabama
$296K +$4.06K +57 +1%
DSC
821
Duncker Streett & Co
Missouri
$295K -$6.2K -87 -2%
CCT
822
Capital City Trust
Florida
$295K – – –
P
823
Pitcairn
Pennsylvania
$294K -$32K -450 -10%
PHS
824
Pekin Hardy Strauss
Illinois
$292K -$23.7K -333 -8%
IH
825
IFC Holdings
Florida
$291K -$62.1K -889 -18%
31 32
33
34 35