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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 %
LCM
1051
Laurion Capital Management
New York
– -$283K -4,100 Closed
JEW
1052
Jamison Eaton & Wood
New Jersey
– -$279K -4,037 Closed
BSB
1053
Bangor Savings Bank
Maine
– -$269K -3,907 Closed
Verition Fund Management
1054
Verition Fund Management
Connecticut
– -$266K -3,861 Closed
NSAM
1055
North Star Asset Management
Wisconsin
– -$245K -3,546 Closed
RIM
1056
Regent Investment Management
Kentucky
– -$243K -3,519 Closed
DTL
1057
Dynamic Technology Lab
Singapore
– -$242K -3,500 Closed
BBNB
1058
Baker Boyer National Bank
Washington
– -$240K -3,474 Closed
BHA
1059
Beech Hill Advisors
New York
– -$237K -3,432 Closed
ACI
1060
Alpha Cubed Investments
California
– -$225K -3,266 Closed
RHBC
1061
R.H. Bluestein & Co
Michigan
– -$224K -3,240 Closed
BIM
1062
BRC Investment Management
Colorado
– -$223K -3,230 Closed
NPF
1063
Norris Perne & French
Michigan
– -$217K -3,148 Closed
DCM
1064
Donaldson Capital Management
Indiana
– -$214K -3,107 Closed
OWD
1065
Osborn Williams & Donohoe
Ohio
– -$214K -3,096 Closed
MSR
1066
Main Street Research
Connecticut
– -$207K -3,005 Closed
CAG
1067
Crestwood Advisors Group
Massachusetts
– -$207K -3,002 Closed
HAIM
1068
Hunter Associates Investment Management
Pennsylvania
– -$207K -3,000 Closed
LC
1069
Lilley & Co
Michigan
– -$202K -2,934 Closed
PL
1070
Parkwood LLC
Ohio
– -$185K -2,685 Closed
ICM
1071
IMS Capital Management
Oregon
– -$179K -2,600 Closed
PTCG
1072
Pring Turner Capital Group
California
– -$148K -2,142 Closed
CFA
1073
Camarda Financial Advisors
Florida
– -$115K -1,666 Closed
ICM
1074
ICC Capital Management
Florida
– -$115K -1,666 Closed
ITIM
1075
Indiana Trust & Investment Management
Indiana
– -$97K -1,399 Closed
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