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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 %
CCA
876
Checchi Capital Advisers
California
$241K +$241K +3,388 New
OPTFSNA
877
Old Point Trust & Financial Services N A
Virginia
$240K – – –
PG
878
PEAK6 Group
Illinois
$237K -$1.61M -22,565 -87%
SCM
879
Salem Capital Management
Massachusetts
$235K – – –
SCM
880
Stonebridge Capital Management
California
$233K -$6.47K -91 -3%
CIS
881
Connors Investor Services
Pennsylvania
$232K – – –
MCM
882
Manchester Capital Management
Vermont
$231K +$2.43K +34 +1%
WFMPM
883
Woodley Farra Manion Portfolio Management
Indiana
$229K -$48.6K -683 -18%
BEAM
884
Baker Ellis Asset Management
Washington
$229K +$28.5K +400 +14%
CCM
885
Compton Capital Management
Rhode Island
$228K -$64.2K -900 -22%
Mariner
886
Mariner
Kansas
$227K +$71 +1 +0%
MIH
887
Madison Investment Holdings
Wisconsin
$224K – – –
VFP
888
Verus Financial Partners
Virginia
$224K +$2.28K +32 +1%
HCMNY
889
Howard Capital Management (New York)
New York
$223K -$1.78K -25 -0.8%
LWM
890
LBA Wealth Management
Florida
$223K – – –
EIM
891
Essex Investment Management
Massachusetts
$223K – – –
PRA
892
Parametric Risk Advisors
Connecticut
$223K – – –
SC
893
Scholtz & Company
Connecticut
$223K +$223K +3,133 New
CAM
894
Cubic Asset Management
Massachusetts
$221K – – –
MPI
895
Mairs & Power Inc
Minnesota
$219K +$219K +3,072 New
AWM
896
Avior Wealth Management
Nebraska
$217K -$69.7K -977 -24%
HL
897
HeadInvest LLC
Maine
$216K -$23.9K -336 -10%
EA
898
Emerald Advisers
Pennsylvania
$215K -$571 -8 -0.3%
MAM
899
Mastrapasqua Asset Management
Tennessee
$215K – – –
GJIC
900
Gamble Jones Investment Counsel
California
$214K +$284 +4 +0.1%
34 35
36
37 38