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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 %
SCM
201
Symons Capital Management
Pennsylvania
$10M +$10M +140,758 New
BSA
202
Braun Stacey Associates
New York
$9.99M -$272K -3,818 -3%
HAI
203
Hennessy Advisors Inc
California
$9.89M +$1.57M +22,000 +19%
Mitsubishi UFJ Asset Management
204
Mitsubishi UFJ Asset Management
Japan
$9.85M -$298K -4,178 -3%
CIBC Asset Management
205
CIBC Asset Management
Ontario, Canada
$9.75M -$458K -6,425 -4%
COPPSERS
206
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$9.64M +$42.7K +599 +0.4%
CTA
207
Colonial Trust Advisors
South Carolina
$9.37M -$316K -4,438 -3%
Truist Financial
208
Truist Financial
North Carolina
$9.37M +$269K +3,784 +3%
EAM
209
Edge Asset Management
Washington
$9.28M -$199K -2,800 -2%
KBC Group
210
KBC Group
Belgium
$9.26M +$4.6M +64,560 +99%
SAM
211
Securian Asset Management
Minnesota
$9.03M -$334K -4,696 -4%
URS
212
Utah Retirement Systems
Utah
$9.03M +$64.1K +900 +0.7%
Asset Management One
213
Asset Management One
Japan
$8.97M +$241K +3,415 +3%
AC
214
Allstate Corporation
Illinois
$8.95M -$2.7M -37,879 -23%
RCYC
215
Richard C. Young & Co
Rhode Island
$8.94M -$65.2K -915 -0.7%
Calamos Advisors
216
Calamos Advisors
Illinois
$8.9M – – –
WBC
217
Westpac Banking Corp
Australia
$8.9M +$563K +7,909 +7%
PNC
218
Park National Corp
Ohio
$8.88M -$636K -8,930 -7%
WIC
219
Willis Investment Counsel
Georgia
$8.78M +$16.8K +236 +0.2%
HNB
220
Huntington National Bank
Ohio
$8.75M -$179K -2,511 -2%
CDH
221
Charles D. Hyman
$8.68M -$500K -7,027 -5%
BOK
222
Bank of Kentucky
Kentucky
$8.65M +$395K +5,545 +5%
OI
223
Oakbrook Investments
Illinois
$8.52M -$1.38M -19,434 -14%
OTPPB
224
Ontario Teachers' Pension Plan Board
Ontario, Canada
$8.32M -$1.84M -25,859 -18%
Nomura Holdings
225
Nomura Holdings
Japan
$8.3M +$2.73M +38,501 +49%
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