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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 %
Lazard Asset Management
851
Lazard Asset Management
New York
$264K -$9.43M -132,589 -97%
BONST
852
Bank of Nova Scotia Trust
Ontario, Canada
$264K +$57.1K +800 +28%
WTB
853
Washington Trust Bank
Washington
$263K +$263K +3,697 New
PFS
854
Prospera Financial Services
Texas
$261K +$10.5K +147 +4%
CCM
855
Crossvault Capital Management
Texas
$259K – – –
ST
856
Stifel Trust
Missouri
$258K -$62.5K -875 -20%
FHC
857
First Heartland Consultants
Missouri
$257K -$20K -281 -7%
RT
858
Rockland Trust
Massachusetts
$257K -$856 -12 -0.3%
ST
859
Spinnaker Trust
Maine
$255K +$255K +3,581 New
Carson Wealth (CWM LLC)
860
Carson Wealth (CWM LLC)
Nebraska
$253K -$298K -4,184 -54%
CD
861
Carl Domino
Florida
$250K +$71 +1 +0%
SAM
862
SignalPoint Asset Management
Missouri
$248K -$10.7K -150 -4%
MHIM
863
MacNealy Hoover Investment Management
Ohio
$248K – – –
AIA
864
Alerus Investment Advisors
Minnesota
$248K +$236K +3,313 +1,972%
LNB
865
Ledyard National Bank
$247K -$28.5K -400 -10%
SC
866
Saturna Capital
Washington
$246K -$238K -3,333 -49%
HA
867
Halsey Associates
Connecticut
$246K -$8.19K -115 -3%
NGA
868
Naples Global Advisors
Florida
$245K -$712 -10 -0.3%
KIG
869
Kovitz Investment Group
Illinois
$245K +$2.97K +41 +1%
GT
870
Greenleaf Trust
Michigan
$243K -$29.9K -419 -11%
FMB
871
Field & Main Bank
Kentucky
$243K -$3.57K -50 -1%
EFSCE
872
Enterprise Financial Services Corp (EFSC)
Missouri
$243K -$2.42K -34 -1%
AP
873
Appleton Partners
Massachusetts
$243K – – –
NIA
874
Northstar Investment Advisors
Colorado
$241K -$11.8K -166 -5%
GC
875
Guardian Capital
Ontario, Canada
$241K +$241K +3,387 New
33 34
35
36 37