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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 %
WKWM
801
Walter & Keenan Wealth Management
Indiana
$318K – – –
STI
802
Susquehanna Trust & Investment
Pennsylvania
$318K +$2.69K +36 +0.9%
DSC
803
Duncker Streett & Co
Missouri
$317K – – –
FC
804
Forte Capital
New York
$317K +$317K +4,240 New
HKIM
805
Hayek Kallen Investment Management
Alabama
$315K -$14.1K -189 -4%
LCM
806
Laurion Capital Management
New York
$314K +$314K +4,200 New
AI
807
Atria Investments
North Carolina
$313K -$1.42K -19 -0.5%
BDF
808
Balasa Dinverno & Foltz
$313K +$21.2K +284 +7%
SCM
809
Southport Capital Management
Tennessee
$311K – – –
CCG
810
Cypress Capital Group
Florida
$310K +$52.3K +700 +20%
CC
811
Cannell & Co
New York
$308K – – –
HCM
812
Horrell Capital Management
Arkansas
$308K – – –
RMDI
813
R.M. Davis Inc
Maine
$308K +$308K +4,122 New
FWCM
814
Ferguson Wellman Capital Management
Oregon
$307K -$19.9K -266 -6%
WKA
815
Wilson Kemp & Associates
Michigan
$306K -$224K -2,998 -42%
W
816
Wealthfront
California
$304K +$117K +1,558 +62%
GLI
817
Guardian Life Insurance
New York
$301K +$1.2K +16 +0.4%
NB
818
NBT Bank
New York
$301K +$45.8K +611 +18%
FAM
819
Formidable Asset Management
Ohio
$300K -$2.14K -26 -0.7%
SIG
820
Sky Investment Group
Connecticut
$300K +$300K +4,014 New
CCT
821
Capital City Trust
Florida
$299K +$13.7K +183 +5%
WA
822
Whitebox Advisors
Minnesota
$299K +$299K +4,000 New
MIC
823
Meridian Investment Counsel
California
$298K – – –
PIA
824
Peachtree Investment Advisors
Georgia
$297K -$113K -1,513 -28%
GIM
825
Goelzer Investment Management
Indiana
$294K +$294K +3,927 New
31 32
33
34 35