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Duke Energy
DUK

Overview Fund Activity

1,001 hedge funds and large institutions have $25.7B invested in Duke Energy in 2013 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 301 increasing their positions, 423 reducing their positions, and 38 closing their positions.

Holders
1,001
Holders Change
+80
Holders Change %
+8.69%
% of All Funds
29.07%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.29%
New
128
Increased
301
Reduced
423
Closed
38
Calls
$231M
Puts
$164M
Net Calls
+$66.3M
Net Calls Change
-$60.3M

Top Buyers

1
TIM
1
Thornburg Investment Management
New Mexico
$207M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$73.7M
3
DPIM
3
Duff & Phelps Investment Management
Illinois
$96.7M
4
CC
4
Carlson Capital
Texas
$55.1M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$338M

Top Sellers

1
State Street
1
State Street
Massachusetts
$2.23B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$371M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$405M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$16M
5
TCIM
5
TIAA CREF Investment Management
New York
$264M
Name Market Value Shares Shares
Change 		Shares
Change %
ORIO
226
Old Republic International (ORI)
Illinois
$7.58M 109,795 +109,795 New
WAM
227
World Asset Management
Michigan
$7.56M 109,472 -17,575 -14%
AIMCA
228
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.33M 106,172 +21,000 +25%
SIM
229
Sadoff Investment Management
Wisconsin
$7.22M 104,545 +2,111 +2%
BOH
230
Bank of Hawaii
Hawaii
$7.07M 102,421 -4,946 -5%
JGUA
231
John G. Ullman & Associates
New York
$7.04M 101,959 -2,873 -3%
SI
232
Sentry Investments
Ontario, Canada
$6.94M 100,500 – –
SC
233
Sculptor Capital
New York
$6.92M 100,214 +65,069 +185%
MME
234
Meag Munich Ergo
Germany
$6.83M 99,239 – –
Schroder Investment Management Group
235
Schroder Investment Management Group
United Kingdom
$6.81M 98,667 +26,255 +36%
SI
236
Stephens Inc
Arkansas
$6.79M 98,427 +1,014 +1%
GCA
237
Guardian Capital Advisors
Ontario, Canada
$6.78M 99,047 +411 +0.4%
ACM
238
Azimuth Capital Management
Michigan
$6.75M 97,868 +13,536 +16%
Loomis, Sayles & Company
239
Loomis, Sayles & Company
Massachusetts
$6.66M 96,440 +2,274 +2%
PA
240
Pinnacle Associates
New York
$6.64M 96,168 -1,439 -1%
SF
241
Synovus Financial
Georgia
$6.61M 95,925 -77 -0.1%
ANI
242
American National Insurance
Texas
$6.57M 95,146 – –
ERSOT
243
Employees Retirement System of Texas
Texas
$6.56M 95,000 – –
SC
244
SouthState Corp
Florida
$6.45M 93,393 -522 -0.6%
American Century Companies
245
American Century Companies
Missouri
$6.34M 91,801 -1,414 -2%
WF
246
Welch & Forbes
Massachusetts
$6.32M 91,517 -578 -0.6%
SCM
247
Sterling Capital Management
North Carolina
$6.31M 91,400 +69,924 +326%
BG
248
Bollard Group
Massachusetts
$6.28M 91,006 +2,805 +3%
VC
249
V2 Capital
Illinois
$6.25M 90,510 +90,510 New
HighTower Advisors
250
HighTower Advisors
Illinois
$6.23M 90,330 +43,324 +92%
8 9
10
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