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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 %
ECM
926
ETrade Capital Management
Virginia
$160K +$13.1K +184 +9%
CTA
927
Chesley Taft & Associates
Illinois
$160K +$160K +2,241 New
MWP
928
MYCIO Wealth Partners
Pennsylvania
$152K -$15.8K -222 -9%
AA
929
AlphaMark Advisors
Kentucky
$148K – – –
RFA
930
Reilly Financial Advisors
California
$143K -$3.35K -47 -2%
MSFP
931
Mark Sheptoff Financial Planning
Connecticut
$135K +$135K +1,893 New
GAM
932
Gemmer Asset Management
California
$128K +$128K +1,802 New
GI
933
Gradient Investments
Minnesota
$127K -$14K -196 -10%
DA
934
Dunvegan Associates
California
$125K +$125K +1,760 New
CIS
935
Capital International Sarl
California
$121K +$121K +1,700 New
CAM
936
Cacti Asset Management
Georgia
$119K – – –
TFO
937
Tarbox Family Office
California
$115K -$49.5K -707 -30%
HFM
938
Hartford Financial Management
Connecticut
$114K -$30.9K -435 -21%
BRWM
939
B. Riley Wealth Management
Tennessee
$110K +$110K +1,545 New
ARMC
940
American Research & Management Company
Massachusetts
$109K – – –
KCPG
941
Kavar Capital Partners Group
Kansas
$109K – – –
NCM
942
Nelson Capital Management
California
$107K – – –
WOC
943
West Oak Capital
California
$102K – – –
WA
944
Waverly Advisors
Alabama
$100K +$46.7K +656 +87%
W
945
Wealthfront
California
$98K +$98K +1,381 New
KTC
946
Kistler-Tiffany Companies
Pennsylvania
$97K +$18.2K +257 +23%
MAM
947
Mizuho Asset Management
Japan
$93K – – –
Manulife (Manufacturers Life Insurance)
948
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$91.7K +$1.07K +14,956 +1%
PSC
949
Prentiss Smith & Co
Vermont
$85K – – –
JIR
950
James Investment Research
Ohio
$83K -$9.4K -132 -10%
36 37
38
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