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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 %
AWS
901
Aris Wealth Services
Pennsylvania
$216K +$216K +2,914 New
CG
902
Clinton Group
New York
$216K +$216K +2,917 New
GIP
903
Greatmark Investment Partners
Georgia
$213K – – –
DWT
904
Dorsey & Whitney Trust
South Dakota
$211K +$211K +2,847 New
ASN
905
Advisory Services Network
Georgia
$210K -$7.49K -101 -3%
CCM
906
Covington Capital Management
California
$210K – – –
PSI
907
Pinnacle Summer Investments
Virginia
$209K – – –
FFA
908
First Foundation Advisors
California
$209K +$209K +2,820 New
SWM
909
Segment Wealth Management
Texas
$209K +$209K +2,823 New
KPCM
910
Kings Point Capital Management
New York
$208K – – –
CCM
911
Check Capital Management
California
$208K +$208K +2,799 New
CM
912
Churchill Management
California
$208K +$208K +2,808 New
PCM
913
Prelude Capital Management
New York
$207K +$207K +2,791 New
OWD
914
Osborn Williams & Donohoe
Ohio
$207K +$207K +2,867 New
GI
915
Gradient Investments
Minnesota
$206K +$74.1K +998 +56%
EHWM
916
Eads & Heald Wealth Management
Georgia
$204K +$204K +2,750 New
SJIC
917
St. James Investment Company
Texas
$203K +$203K +2,738 New
RIM
918
Regent Investment Management
Kentucky
$203K +$203K +2,740 New
BFM
919
Boston Financial Management
Massachusetts
$203K +$203K +2,741 New
BMC
920
Benin Management Corp
Connecticut
$201K +$201K +2,703 New
MBT
921
Monroe Bank & Trust
Michigan
$199K – – –
JAM
922
Jolley Asset Management
North Carolina
$198K – – –
SAMC
923
Shinko Asset Management Company
Japan
$197K -$14.8K -200 -7%
BEAM
924
Baker Ellis Asset Management
Washington
$192K -$46.4K -626 -19%
JWM
925
Jacobus Wealth Management
Wisconsin
$192K – – –
35 36
37
38 39