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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 %
BDF
826
Balasa Dinverno & Foltz
$289K +$21.1K +297 +8%
JC
827
Jacobs & Co
California
$288K -$61.7K -866 -18%
SIG
828
Sky Investment Group
Connecticut
$286K – – –
PL
829
Perpetual Ltd
Australia
$285K -$35.6K -500 -11%
AL
830
Agran Libbie
California
$284K -$36.5K -513 -11%
MIC
831
Meridian Investment Counsel
California
$284K – – –
HCA
832
Horan Capital Advisors
Ohio
$284K +$284K +3,990 New
BFO
833
Boston Family Office
Massachusetts
$283K -$65.3K -918 -19%
GLI
834
Guardian Life Insurance
New York
$283K -$641 -9 -0.2%
WB
835
Webster Bank
Connecticut
$282K – – –
AP
836
Atwood & Palmer
Missouri
$281K – – –
AI
837
Atria Investments
North Carolina
$280K -$7.06K -99 -2%
NB
838
NBT Bank
New York
$278K +$37.4K +525 +16%
PWLP
839
Prio Wealth Limited Partnership
Massachusetts
$276K – – –
EGA
840
Eagle Global Advisors
Texas
$276K – – –
Luther King Capital Management (LKCM)
841
Luther King Capital Management (LKCM)
Texas
$275K +$45.9K +646 +20%
FAM
842
Formidable Asset Management
Ohio
$274K -$14.1K -189 -5%
OC
843
Oarsman Capital
Wisconsin
$273K +$38K +534 +16%
EMG
844
Ellington Management Group
Connecticut
$271K +$271K +3,800 New
CCG
845
Cypress Capital Group
Florida
$270K -$9.48K -133 -3%
GIP
846
Granite Investment Partners
California
$270K – – –
NPIT
847
National Penn Investors Trust
Pennsylvania
$269K -$39.1K -548 -13%
AAM
848
Aureus Asset Management
Massachusetts
$269K – – –
OCG
849
Opus Capital Group
Ohio
$267K +$17.6K +247 +7%
FIM
850
Freedom Investment Management
Connecticut
$266K -$77.1K -1,082 -22%
32 33
34
35 36