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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 %
ARC
126
Absolute Return Capital
Massachusetts
$26.5M -$4.59M -61,829 -15%
TG
127
TCW Group
California
$26.3M +$249K +3,350 +1%
State of New Jersey Common Pension Fund D
128
State of New Jersey Common Pension Fund D
New Jersey
$26M +$26M +350,000 New
ClearBridge Investments
129
ClearBridge Investments
New York
$25.8M +$36.4K +491 +0.1%
Robeco Institutional Asset Management
130
Robeco Institutional Asset Management
Netherlands
$25.5M +$1.57M +21,189 +7%
AIA
131
Avalon Investment & Advisory
Texas
$24.7M -$295K -3,976 -1%
Los Angeles Capital Management
132
Los Angeles Capital Management
California
$24.2M +$21.4M +288,943 +765%
TAM
133
Tocqueville Asset Management
New York
$24.1M -$3.11M -41,943 -11%
Teacher Retirement System of Texas
134
Teacher Retirement System of Texas
Texas
$23.9M -$17.9M -240,781 -43%
Aviva
135
Aviva
United Kingdom
$23.9M -$53.1K -716 -0.2%
SFM
136
Systematic Financial Management
New Jersey
$23.5M +$1.72M +23,182 +8%
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
$23.5M -$2.43M -32,431 -9%
ACM
138
Aviance Capital Management
Florida
$22.8M +$20.3M +273,805 +824%
SG Americas Securities
139
SG Americas Securities
New York
$22.4M -$29.8M -401,063 -57%
Schroder Investment Management Group
140
Schroder Investment Management Group
United Kingdom
$22.1M +$10.8M +145,065 +95%
TPSF
141
Texas Permanent School Fund
Texas
$21.9M -$1.12M -15,159 -5%
Credit Agricole
142
Credit Agricole
France
$21.8M -$618K -8,330 -3%
Citigroup
143
Citigroup
New York
$21.6M -$1.39M -18,722 -6%
BSPF
144
British Steel Pension Fund
United Kingdom
$21.4M -$3.86M -52,000 -15%
CFC
145
Cincinnati Financial Corp
Ohio
$21.2M – – –
Commonwealth Equity Services
146
Commonwealth Equity Services
Massachusetts
$20.9M +$1.21M +16,367 +6%
MAM
147
Magellan Asset Management
Australia
$20.8M -$4M -53,953 -16%
BGIM
148
Brandywine Global Investment Management
Pennsylvania
$20.7M +$4.03M +54,370 +24%
VOYA Investment Management
149
VOYA Investment Management
Georgia
$20.6M +$804K +10,841 +4%
TU
150
TDAM USA
Ontario, Canada
$20.4M +$1.5M +20,244 +8%
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