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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 %
RI
951
Redwood Investments
Massachusetts
$78K – – –
CFN
952
Cordasco Financial Network
Florida
$77K – – –
VNB
953
Valley National Bancorp
New York
$74K – – –
WCM
954
Wealthcare Capital Management
Virginia
$71K -$91.3K -1,285 -56%
HCC
955
Hirtle Callaghan & Co
Pennsylvania
$71K +$8.24K +116 +13%
HR
956
Howe & Rusling
New York
$69K -$113K -1,594 -62%
NSIM
957
North Star Investment Management
Illinois
$69K +$69K +968 New
OC
958
Oakworth Capital
Alabama
$67K – – –
PIM
959
Parasol Investment Management
Illinois
$63K – – –
OFS
960
Orrstown Financial Services
Pennsylvania
$59K +$59K +833 New
VIA
961
Vantage Investment Advisors
Pennsylvania
$56K – – –
MCM
962
Munder Capital Management
Michigan
$55K – – –
PCTC
963
Perkins Coie Trust Company
Washington
$55K – – –
IMS
964
Index Management Solutions
Pennsylvania
$54K -$39.7K -558 -42%
BFEC
965
Benjamin F. Edwards & Company
Missouri
$51K -$32.6K -457 -39%
AUB
966
Atlantic Union Bankshares
Virginia
$51K +$51K +752 New
HCM
967
Horrell Capital Management
Arkansas
$47K – – –
JIC
968
Joel Isaacson & Co
New York
$44K +$1.28K +18 +3%
TCM
969
Tradewinds Capital Management
Washington
$41K -$10K -142 -20%
TWA
970
TCI Wealth Advisors
Arizona
$41K +$41K +570 New
DOA
971
D'Orazio & Associates
Virginia
$40K +$142 +2 +0.4%
CG
972
Colony Group
Massachusetts
$39K +$2.7K +38 +7%
VCM
973
Vigilant Capital Management
Maine
$39K +$39K +550 New
FWM
974
Focused Wealth Management
New York
$38K +$28.8K +401 +313%
CL
975
CFS LLC
Oklahoma
$37K – – –
37 38
39
40 41