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Duke Energy
DUK

Overview Fund Activity

1,014 hedge funds and large institutions have $29.3B invested in Duke Energy in 2014 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 384 increasing their positions, 399 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,014
Holders Change
-5
Holders Change %
-0.49%
% of All Funds
29.16%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.35%
New
55
Increased
384
Reduced
399
Closed
54
Calls
$260M
Puts
$117M
Net Calls
+$143M
Net Calls Change
+$8.16M

Top Buyers

1
Norges Bank
Norges Bank
Norway
$627M
2
State Street
State Street
Massachusetts
$2.58B
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$306M
4
EA
Euclid Advisors
Connecticut
$98.9M
5
BFA
BlackRock Fund Advisors
California
$740M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$211M
2
SB
Suntrust Banks
Georgia
$33.8M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$296M
4
SAC
Smith Affiliated Capital
New York
$0
5
Renaissance Technologies
Renaissance Technologies
New York
$7.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
1001
Partnervest Advisory Services
California
$15K +$15K +200 New
DBT
1002
Dubuque Bank & Trust
Iowa
$14K – – –
IRS
1003
Invictus RG (Singapore)
Singapore
$14K +$14K +190 New
KLWA
1004
Kelly Lawrence W & Associates
California
$9K – – –
SAM
1005
Shamrock Asset Management
Texas
$8K – – –
BCMIO
1006
Beacon Capital Management Inc (Ohio)
Ohio
$7K – – –
SA
1007
SRH Advisors
Kansas
$7K – – –
Group One Trading
1008
Group One Trading
Illinois
$5K -$15.6K -200 -76%
HRC
1009
Hoertkorn Richard Charles
$5K – – –
WAS
1010
Winch Advisory Services
Wisconsin
$4K – – –
BWFA
1011
Baltimore-Washington Financial Advisors
Maryland
$3K – – –
RIM
1012
Ranger International Management
Illinois
$2K +$2K +28 New
AWCI
1013
Alpine Woods Capital Investors
New York
$1.11K +$82 +1,100 +8%
SCM
1014
Stevens Capital Management
Pennsylvania
– -$32.6M -457,065 Closed
ZP
1015
Zimmer Partners
New York
– -$31.3M -439,000 Closed
UOC
1016
UBS O'Connor
Illinois
– -$24.4M -342,550 Closed
PP
1017
PDT Partners
New York
– -$17.7M -248,399 Closed
AL
1018
Airain Ltd
Guernsey
– -$3.42M -48,063 Closed
BMM
1019
Buffington Mohr McNeal
Idaho
– -$2.66M -37,380 Closed
ARTA
1020
A.R.T. Advisors
New York
– -$2.52M -35,333 Closed
AF
1021
Ally Financial
Michigan
– -$2.49M -35,000 Closed
SC
1022
Sculptor Capital
New York
– -$2.26M -31,719 Closed
PAM
1023
Princeton Alpha Management
New Jersey
– -$1.78M -24,992 Closed
Mackenzie Financial
1024
Mackenzie Financial
Ontario, Canada
– -$1.42M -20,000 Closed
EWA
1025
Exencial Wealth Advisors
Oklahoma
– -$1.42M -19,324 Closed
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