DUK icon

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
$408M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$384M
3
Prudential Financial
Prudential Financial
New Jersey
$195M
4
Renaissance Technologies
Renaissance Technologies
New York
$65.3M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$119M

Top Sellers

1
BA
BlackRock Advisors
Delaware
$148M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$316M
4
SAC
Smith Affiliated Capital
New York
$62M
5
CC
Carlson Capital
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
76
State of Wisconsin Investment Board
Wisconsin
$57.1M +$2.36M +33,130 +4%
Principal Financial Group
77
Principal Financial Group
Iowa
$56.5M +$475K +6,670 +0.8%
RFC
78
Russell Frank Company
Washington
$55.7M -$6.94M -97,409 -11%
GF
79
Gabelli Funds
New York
$54.7M -$783K -11,000 -1%
Dimensional Fund Advisors
80
Dimensional Fund Advisors
Texas
$53.2M +$705K +9,896 +1%
N
81
Natixis
France
$51.4M +$9.02M +126,660 +21%
HI
82
Honeywell International
North Carolina
$51.3M -$5.88M -82,500 -10%
AQR Capital Management
83
AQR Capital Management
Connecticut
$50.2M +$3.26M +45,800 +7%
SG Americas Securities
84
SG Americas Securities
New York
$50.1M -$764K -10,730 -2%
HCM
85
Highbridge Capital Management
New York
$50.1M +$37.8M +530,504 +307%
H
86
Hexavest
Quebec, Canada
$48.8M -$88.5K -1,242 -0.2%
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$46.1M -$985K -13,835 -2%
AI
88
Analytic Investors
California
$45.8M +$45.8M +642,939 New
Canada Life
89
Canada Life
Manitoba, Canada
$44.7M +$1.82M +25,729 +4%
USAA
90
United Services Automobile Association
Texas
$43.9M +$910K +12,776 +2%
Nuveen Asset Management
91
Nuveen Asset Management
Illinois
$40.9M -$17.8M -249,825 -30%
IGIM
92
I.G. Investment Management
Manitoba, Canada
$40.8M +$23.4M +328,290 +134%
Teacher Retirement System of Texas
93
Teacher Retirement System of Texas
Texas
$40.1M +$38.3M +537,794 +2,103%
Cohen & Steers
94
Cohen & Steers
New York
$39.9M -$317K -4,449 -0.8%
First Trust Advisors
95
First Trust Advisors
Illinois
$39.9M +$1.34M +18,815 +3%
Ohio Public Employees Retirement System (OPERS)
96
Ohio Public Employees Retirement System (OPERS)
Ohio
$39.6M -$4.32M -60,596 -10%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$39.4M -$80.2K -1,126 -0.2%
CI
98
Cincinnati Insurance
Ohio
$39.1M – – –
SM
99
Seminole Management
New York
$38.8M – – –
LBG
100
Lloyds Banking Group
United Kingdom
$37.6M +$13.2M +185,882 +54%
2 3
4
5 6