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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 %
MI
176
Markston International
New York
$14.1M -$2.26M -30,486 -14%
AC
177
Allstate Corporation
Illinois
$13.5M +$4.16M +56,071 +45%
EIM
178
ExxonMobil Investment Management
Texas
$13.4M -$377K -5,078 -3%
IRF
179
IBM Retirement Fund
New York
$13.3M -$131K -1,782 -1%
CCMH
180
Cornerstone Capital Management Holdings
New York
$13.2M -$2.36M -31,770 -15%
CA
181
Commerzbank Aktiengesellschaft
Germany
$13.1M -$771K -10,387 -6%
QI
182
Qualcomm Inc
California
$13M -$81.6K -1,100 -0.6%
LCP
183
Lombardia Capital Partners
California
$12.7M +$263K +3,539 +2%
JPMPWA
184
J.P. Morgan Private Wealth Advisors
California
$12.7M +$817K +11,015 +7%
AL
185
AJO LP
Pennsylvania
$12.6M +$12.6M +170,500 New
FCI
186
Financial Counselors Inc
Kansas
$12.5M -$445K -6,004 -3%
HAI
187
Hennessy Advisors Inc
California
$12.4M +$2.11M +28,500 +21%
AG
188
Aperio Group
California
$12.2M +$343K +4,625 +3%
Nomura Asset Management
189
Nomura Asset Management
Japan
$12M -$205K -2,760 -2%
OC
190
Oppenheimer & Co
New York
$11.8M -$1.77M -23,877 -13%
Citadel Advisors
191
Citadel Advisors
Florida
$11.7M -$399K -5,372 -3%
ACA
192
Anchor Capital Advisors
Massachusetts
$11.6M -$8.81M -118,725 -43%
Royal London Asset Management
193
Royal London Asset Management
United Kingdom
$11.5M -$51.6K -739 -0.4%
EARNEST Partners
194
EARNEST Partners
Georgia
$11.4M -$47K -633 -0.4%
FWIA
195
Fort Washington Investment Advisors
Ohio
$11.4M -$36K -485 -0.3%
Mitsubishi UFJ Asset Management
196
Mitsubishi UFJ Asset Management
Japan
$11.3M +$1.02M +13,779 +10%
KeyBank National Association
197
KeyBank National Association
Ohio
$10.4M -$245K -3,297 -2%
DekaBank Deutsche Girozentrale
198
DekaBank Deutsche Girozentrale
Germany
$10.4M +$4.12M +55,879 +66%
SCM
199
Symons Capital Management
Pennsylvania
$10.4M -$46.7K -630 -0.4%
Caisse de Depot et Placement du Quebec (CDPQ)
200
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$10.1M -$19.9M -268,700 -66%
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