DUK icon

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.

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
1
Capital International Investors
California
$408M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$384M
3
Prudential Financial
3
Prudential Financial
New Jersey
$195M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$65.3M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$119M

Top Sellers

1
BA
1
BlackRock Advisors
Delaware
$148M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$316M
4
CC
4
Carlson Capital
Texas
$0
5
ACA
5
Anchor Capital Advisors
Massachusetts
$19.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.59B 36,346,252 +772,603 +2%
State Street
2
State Street
Massachusetts
$2.29B 32,103,428 -280,291 -0.9%
Franklin Resources
3
Franklin Resources
California
$1.57B 21,988,589 +33,934 +0.2%
BIT
4
BlackRock Institutional Trust
California
$1.35B 18,941,505 +242,365 +1%
Capital World Investors
5
Capital World Investors
California
$1.12B 15,748,056 +760,000 +5%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$652M 9,152,315 +1 +0%
Northern Trust
7
Northern Trust
Illinois
$643M 9,025,081 -218,371 -2%
BFA
8
BlackRock Fund Advisors
California
$616M 8,652,313 +84,475 +1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$614M 8,623,398 +744,083 +9%
Federated Hermes
10
Federated Hermes
Pennsylvania
$535M 7,508,005 +98,827 +1%
Capital International Investors
11
Capital International Investors
California
$408M 5,724,482 +3,466,969 +154%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$384M 5,389,617 +1,750,794 +48%
Capital Research Global Investors
13
Capital Research Global Investors
California
$379M 5,319,334 -549,269 -9%
Deutsche Bank
14
Deutsche Bank
Germany
$379M 5,316,076 +545,744 +11%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$370M 5,194,948 +78,590 +2%
BG
16
BlackRock Group
United Kingdom
$354M 4,974,823 -315,152 -6%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$350M 4,915,934 +18,887 +0.4%
Invesco
18
Invesco
Georgia
$319M 4,474,317 +299,926 +7%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$316M 4,433,061 -936,475 -17%
Norges Bank
20
Norges Bank
Norway
$293M 4,113,086 – –
PAMU
21
Pictet Asset Management (UK)
United Kingdom
$289M 4,059,756 +732,526 +22%
Legal & General Group
22
Legal & General Group
United Kingdom
$277M 3,884,818 +16,796 +0.4%
EIP
23
Epoch Investment Partners
New York
$272M 3,823,842 +623,667 +19%
TCIM
24
TIAA CREF Investment Management
New York
$265M 3,721,076 -97,472 -3%
Morgan Stanley
25
Morgan Stanley
New York
$259M 3,635,625 -667,868 -16%
1
2 3 4 5