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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 %
LIA
826
LBMC Investment Advisors
Tennessee
$293K +$293K +3,914 New
CIA
827
CCM Investment Advisers
South Carolina
$292K +$19K +254 +7%
AL
828
Agran Libbie
California
$291K +$75 +1 +0%
EGA
829
Eagle Global Advisors
Texas
$290K – – –
PWM
830
Perigon Wealth Management
California
$290K +$225 +3 +0.1%
PWLP
831
Prio Wealth Limited Partnership
Massachusetts
$290K +$55.4K +742 +24%
OPTFSNA
832
Old Point Trust & Financial Services N A
Virginia
$288K +$41.2K +550 +17%
OCG
833
Opus Capital Group
Ohio
$286K +$6.36K +85 +2%
GJIC
834
Gamble Jones Investment Counsel
California
$285K +$59.8K +801 +27%
PCMI
835
Princeton Capital Management Inc
New Jersey
$285K +$285K +3,815 New
GIP
836
Granite Investment Partners
California
$284K – – –
GF
837
Gerstein Fisher
New York
$283K +$62.3K +833 +28%
VC
838
Vicus Capital
Pennsylvania
$283K +$283K +3,786 New
NPIT
839
National Penn Investors Trust
Pennsylvania
$282K – – –
ST
840
Spot Trading
Illinois
$279K -$2.88M -38,508 -91%
PFS
841
Prospera Financial Services
Texas
$278K +$149 +2 +0.1%
PHS
842
Pekin Hardy Strauss
Illinois
$277K -$29.9K -400 -10%
BUB
843
BBVA USA Bancshares
Texas
$277K +$1.42K +19 +0.5%
Lazard Asset Management
844
Lazard Asset Management
New York
$275K – – –
AMCA
845
Arthur M. Cohen & Associates
Illinois
$273K +$273K +3,246 New
CCM
846
Crossvault Capital Management
Texas
$272K – – –
RT
847
Rockland Trust
Massachusetts
$271K -$7.47K -100 -3%
AP
848
Atwood & Palmer
Missouri
$271K – – –
CD
849
Carl Domino
Florida
$270K +$7.54K +101 +3%
SJIC
850
St. James Investment Company
Texas
$270K +$65.1K +870 +32%
32 33
34
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