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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 %
ST
976
Somerset Trust
Pennsylvania
$36K -$792 -11 -2%
MIP
977
Mondrian Investment Partners
United Kingdom
$36K – – –
FBC
978
Fairfield, Bush & Co
Connecticut
$36K – – –
CCS
979
Crosspoint Capital Strategies
California
$33K – – –
NYLT
980
New York Life Trust
New York
$32K +$5.36K +75 +20%
WF
981
WealthTrust Fairport
Ohio
$31K – – –
ACS
982
Archford Capital Strategies
Illinois
$29.2K +$29.2K +410 New
AC
983
Alexandria Capital
Virginia
$29K – – –
CCM
984
Carderock Capital Management
Maryland
$28K +$28K +395 New
PFA
985
Paradigm Financial Advisors
Missouri
$27K – – –
HCM
986
Highlander Capital Management
New Jersey
$25.1K +$214 +3 +0.9%
WA
987
WealthTrust-Arizona
Arizona
$25K – – –
SMA
988
Simply Money Advisors
Ohio
$24K -$11.4K -158 -32%
LWM
989
Lenox Wealth Management
Ohio
$24K – – –
HSA
990
Hussman Strategic Advisors
Maryland
$24K – – –
EWM
991
Edge Wealth Management
New York
$24K +$24K +341 New
AA
992
Apriem Advisors
California
$21K – – –
FMT
993
First Mercantile Trust
Tennessee
$20K – – –
SIA
994
SeaBridge Investment Advisors
New Jersey
$19K – – –
Group One Trading
995
Group One Trading
Illinois
$19K +$19K +264 New
FBT
996
Founders Bank & Trust
Michigan
$15K – – –
SFSIG
997
San Francisco Sentry Investment Group
California
$15K – – –
EWM
998
Elite Wealth Management
Washington
$14K -$13.4K -191 -49%
MFBTD
999
MB Financial Bank - Trust Department
Illinois
$14K – – –
NHFG
1000
New Harbor Financial Group
Massachusetts
$14K – – –
38 39
40
41 42