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Duke Energy
DUK

Overview Fund Activity

1,014 hedge funds and large institutions have $29.3B invested in Duke Energy in 2014 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 384 increasing their positions, 399 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,014
Holders Change
-5
Holders Change %
-0.49%
% of All Funds
29.16%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.35%
New
55
Increased
384
Reduced
399
Closed
54
Calls
$260M
Puts
$117M
Net Calls
+$143M
Net Calls Change
+$8.16M

Top Buyers

1
Norges Bank
Norges Bank
Norway
$627M
2
State Street
State Street
Massachusetts
$2.58B
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$306M
4
EA
Euclid Advisors
Connecticut
$98.9M
5
BFA
BlackRock Fund Advisors
California
$740M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$211M
2
SB
Suntrust Banks
Georgia
$33.8M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$296M
4
SAC
Smith Affiliated Capital
New York
$0
5
Renaissance Technologies
Renaissance Technologies
New York
$7.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
876
LBA Wealth Management
Florida
$233K – – –
HCMNY
877
Howard Capital Management (New York)
New York
$233K – – –
MIH
878
Madison Investment Holdings
Wisconsin
$233K – – –
PWLP
879
Prio Wealth Limited Partnership
Massachusetts
$232K -$54.8K -742 -19%
SC
880
Scholtz & Company
Connecticut
$232K – – –
FMWA
881
Forvis Mazars Wealth Advisors
Missouri
$230K -$108K -1,458 -32%
CAM
882
Cubic Asset Management
Massachusetts
$230K – – –
HL
883
HeadInvest LLC
Maine
$230K +$4.82K +65 +2%
KCM
884
Kanawha Capital Management
Virginia
$230K +$21.2K +286 +10%
VFP
885
Verus Financial Partners
Virginia
$229K -$4.38K -59 -2%
EIM
886
Essex Investment Management
Massachusetts
$229K -$3.27K -44 -1%
CBT
887
Central Bank & Trust
Kentucky
$228K +$57.6K +835 +34%
AWM
888
Avior Wealth Management
Nebraska
$226K – – –
MAM
889
Mastrapasqua Asset Management
Tennessee
$224K – – –
GJIC
890
Gamble Jones Investment Counsel
California
$224K +$223 +3 +0.1%
GT
891
Greenleaf Trust
Michigan
$223K -$30.1K -405 -12%
MMG
892
Monetary Management Group
Missouri
$222K +$17.3K +233 +8%
CL
893
Croft-Leominster
Maryland
$221K – – –
FPA
894
Fieldpoint Private Advisors
New York
$219K -$932K -12,565 -81%
PGIM
895
Pacific Global Investment Management
California
$219K – – –
GF
896
Gerstein Fisher
New York
$219K +$1.11K +15 +0.5%
Edgewood Management
897
Edgewood Management
Connecticut
$218K – – –
LIC
898
Lodestar Investment Counsel
Illinois
$218K – – –
SWA
899
SFMG Wealth Advisors
Texas
$218K +$218K +2,932 New
MPI
900
Mairs & Power Inc
Minnesota
$216K -$12.3K -166 -5%
34 35
36
37 38