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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
SAC
5
Smith Affiliated Capital
New York
$60M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
251
Cetera Advisor Networks
California
$6.21M +$71.8K +1,040 +1%
AT
252
Acadia Trust
Maine
$6.18M +$96.3K +1,395 +2%
DC
253
Davenport & Co
Virginia
$6.18M +$15.7K +228 +0.3%
GGPS
254
Gary Goldberg Planning Services
New York
$6.11M +$997K +14,448 +20%
GGI
255
Godsey & Gibb Inc
Virginia
$5.98M +$1.03M +14,922 +21%
BPBT
256
Boston Private Bank & Trust
Massachusetts
$5.96M +$264K +3,830 +5%
Acadian Asset Management
257
Acadian Asset Management
Massachusetts
$5.95M – – –
Zurich Cantonal Bank
258
Zurich Cantonal Bank
Switzerland
$5.95M -$3.1M -44,883 -34%
BCM
259
BTR Capital Management
California
$5.94M +$129K +1,875 +2%
PAM
260
Private Asset Management
California
$5.81M -$53.4K -774 -0.9%
VRS
261
Virginia Retirement Systems
Virginia
$5.81M +$148K +2,141 +3%
GT
262
Glenmede Trust
Pennsylvania
$5.77M -$85K -1,232 -1%
RJFSA
263
Raymond James Financial Services Advisors
Florida
$5.7M -$33.3K -483 -0.6%
ST
264
Spot Trading
Illinois
$5.58M -$135K -1,963 -2%
Creative Planning
265
Creative Planning
Kansas
$5.57M +$775K +11,227 +16%
DekaBank Deutsche Girozentrale
266
DekaBank Deutsche Girozentrale
Germany
$5.53M -$7.78K -113 -0.1%
FMII
267
Farmers & Merchants Investments Inc
Nebraska
$5.49M +$125K +1,818 +2%
FFSOTS
268
Fiduciary Financial Services of The Southwest
Texas
$5.46M -$78.6K -1,139 -1%
SMDAM
269
Sumitomo Mitsui DS Asset Management
Japan
$5.45M -$444K -6,436 -8%
Nomura Holdings
270
Nomura Holdings
Japan
$5.41M -$2.64M -38,274 -33%
MOACM
271
Mutual of America Capital Management
New York
$5.28M +$194K +2,817 +4%
CCM
272
Catawba Capital Management
Virginia
$5.22M -$40.5K -587 -0.8%
William Blair & Company
273
William Blair & Company
Illinois
$5.12M +$160K +2,324 +3%
AAM
274
Aberdeen Asset Management
United Kingdom
$5.09M – – –
PR
275
Payden & Rygel
California
$5.04M – – –
9 10
11
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