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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 %
AWA
901
ARS Wealth Advisors
Florida
$213K -$14.1K -197 -6%
CL
902
Croft-Leominster
Maryland
$212K – – –
CTI
903
Community Trust & Investment
Kentucky
$210K -$12K -168 -5%
Edgewood Management
904
Edgewood Management
Connecticut
$210K – – –
PGIM
905
Pacific Global Investment Management
California
$210K +$210K +2,950 New
GF
906
Gerstein Fisher
New York
$209K -$222K -3,114 -51%
ASN
907
Advisory Services Network
Georgia
$209K -$19.1K -268 -8%
PSI
908
Pinnacle Summer Investments
Virginia
$209K -$4.24K -57 -2%
LIC
909
Lodestar Investment Counsel
Illinois
$209K -$71 -1 -0%
CCM
910
Covington Capital Management
California
$209K – – –
TC
911
Telemus Capital
Michigan
$207K -$5.34K -75 -3%
BIM
912
Baldwin Investment Management
Pennsylvania
$206K +$206K +2,889 New
GIP
913
Greatmark Investment Partners
Georgia
$205K +$205K +2,876 New
SAMC
914
Shinko Asset Management Company
Japan
$204K -$16.3K -229 -7%
KCM
915
Kanawha Capital Management
Virginia
$201K -$26.8K -376 -12%
KPCM
916
Kings Point Capital Management
New York
$199K – – –
MMG
917
Monetary Management Group
Missouri
$197K – – –
MBT
918
Monroe Bank & Trust
Michigan
$191K -$24.8K -348 -11%
CFA
919
CT Financial Advisors
Pennsylvania
$190K +$190K +2,475 New
JAM
920
Jolley Asset Management
North Carolina
$190K – – –
JWM
921
Jacobus Wealth Management
Wisconsin
$184K – – –
CBT
922
Central Bank & Trust
Kentucky
$176K -$59.5K -835 -25%
WA
923
Winfield Associates
Ohio
$176K -$5.56K -78 -3%
FMP
924
Financial Management Professionals
Texas
$170K – – –
QAM
925
QCI Asset Management
New York
$165K +$19K +266 +13%
35 36
37
38 39