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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 %
CP
1001
Corbenic Partners
Pennsylvania
$14K +$14K +200 New
DBT
1002
Dubuque Bank & Trust
Iowa
$13K -$9.49K -135 -42%
LWCFA
1003
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K – – –
NIM
1004
NuWave Investment Management
New Jersey
$11K -$453K -6,387 -98%
Parallax Volatility Advisers
1005
Parallax Volatility Advisers
California
$9K -$142K -1,960 -94%
PMFA
1006
Plante Moran Financial Advisors
Michigan
$9K -$20.4K -293 -69%
KLWA
1007
Kelly Lawrence W & Associates
California
$9K – – –
ATC
1008
Adirondack Trust Company
New York
$8K +$5.64K +79 +239%
SAM
1009
Shamrock Asset Management
Texas
$8K +$8K +111 New
SSG
1010
Summit Securities Group
New York
$7K -$95.9K -1,370 -93%
S
1011
SignatureFD
Georgia
$7K -$13.4K -192 -66%
BCMIO
1012
Beacon Capital Management Inc (Ohio)
Ohio
$7K – – –
SA
1013
SRH Advisors
Kansas
$7K – – –
1832 Asset Management
1014
1832 Asset Management
Ontario, Canada
$7K +$7K +100 New
HRC
1015
Hoertkorn Richard Charles
$5K – – –
SFPIA
1016
Stevens First Principles Investment Advisors
California
$4K – – –
WAS
1017
Winch Advisory Services
Wisconsin
$4K +$4K +54 New
BWFA
1018
Baltimore-Washington Financial Advisors
Maryland
$3K +$3K +40 New
LFG
1019
LifePlan Financial Group
Ohio
$2K – – –
BRA
1020
Bender Robert & Associates
California
$240 +$2 +24 +0.7%
Adage Capital Partners
1021
Adage Capital Partners
Massachusetts
– -$73.7M -1,067,565 Closed
CC
1022
Carlson Capital
Texas
– -$55.1M -798,350 Closed
WMSA
1023
Weiss Multi-Strategy Advisers
New York
– -$9.32M -135,000 Closed
FFIC
1024
First Fiduciary Investment Counsel
Ohio
– -$7.69M -111,418 Closed
Walleye Trading
1025
Walleye Trading
New York
– -$4.56M -66,103 Closed
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