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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 %
RFC
176
Regions Financial Corp
Alabama
$13.9M -$1.51M -21,235 -10%
GIBU
177
Gulf International Bank (UK)
United Kingdom
$13.9M +$9.4K +132 +0.1%
HIMCH
178
Hartford Investment Management Co (HIMCO)
Connecticut
$13.8M -$276K -3,880 -2%
Janus Henderson Group
179
Janus Henderson Group
United Kingdom
$13.6M +$1.39M +19,517 +11%
CA
180
Commerzbank Aktiengesellschaft
Germany
$13.3M -$26.1M -366,960 -66%
EIM
181
ExxonMobil Investment Management
Texas
$13.2M +$88.2K +1,238 +0.7%
LPL Financial
182
LPL Financial
California
$13.1M +$366K +5,141 +3%
OC
183
Oppenheimer & Co
New York
$13.1M +$1.81M +25,354 +16%
IRF
184
IBM Retirement Fund
New York
$12.9M -$7.09M -99,733 -35%
B
185
BP
United Kingdom
$12.8M – – –
QI
186
Qualcomm Inc
California
$12.5M – – –
FCI
187
Financial Counselors Inc
Kansas
$12.5M -$1.91M -26,855 -13%
LCP
188
Lombardia Capital Partners
California
$11.9M -$420K -5,901 -3%
Royal London Asset Management
189
Royal London Asset Management
United Kingdom
$11.8M -$463K -6,457 -4%
Nomura Asset Management
190
Nomura Asset Management
Japan
$11.8M -$2.08M -29,204 -15%
Citadel Advisors
191
Citadel Advisors
Florida
$11.6M -$13.9M -194,523 -54%
AG
192
Aperio Group
California
$11.4M +$11.4M +159,719 New
JPMPWA
193
J.P. Morgan Private Wealth Advisors
California
$11.4M +$453K +6,359 +4%
Macquarie Group
194
Macquarie Group
Australia
$11.2M -$17.8M -250,025 -61%
EARNEST Partners
195
EARNEST Partners
Georgia
$11M -$2.82M -39,554 -20%
FWIA
196
Fort Washington Investment Advisors
Ohio
$11M -$441K -6,192 -4%
Schroder Investment Management Group
197
Schroder Investment Management Group
United Kingdom
$10.9M +$3.89M +54,626 +55%
NG
198
NatWest Group
United Kingdom
$10.7M -$1.37M -19,294 -11%
KeyBank National Association
199
KeyBank National Association
Ohio
$10.2M -$313K -4,392 -3%
ProShare Advisors
200
ProShare Advisors
Maryland
$10.1M +$1.55M +21,784 +18%
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