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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.

New
Increased
Maintained
Reduced
Closed
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 %
AMIM
276
Aull & Monroe Investment Management
Alabama
$5M -$89.3K -1,294 -2%
AAM
277
Advisors Asset Management
Colorado
$4.97M +$111K +1,613 +2%
CB
278
Commerce Bank
Missouri
$4.91M -$46.9K -679 -0.9%
AAF
279
Andra AP-fonden
Sweden
$4.78M +$179K +2,600 +4%
BII
280
Bainco International Investors
Massachusetts
$4.77M -$116K -1,675 -2%
CIA
281
CCM Investment Advisers
South Carolina
$4.62M -$1.72M -24,987 -27%
Nisa Investment Advisors
282
Nisa Investment Advisors
Missouri
$4.59M +$240K +3,480 +6%
CCC
283
Cincinnati Casualty Company
Ohio
$4.58M – – –
Walleye Trading
284
Walleye Trading
New York
$4.56M +$4.56M +66,103 New
UFG
285
United Fire Group
Iowa
$4.56M – – –
AMI
286
Amica Mutual Insurance
Rhode Island
$4.55M – – –
KBC Group
287
KBC Group
Belgium
$4.52M -$161K -2,326 -3%
CAM
288
Capstone Asset Management
Texas
$4.44M -$2.16M -31,355 -33%
B
289
Baird
Wisconsin
$4.43M -$435K -6,304 -9%
DAM
290
Delta Asset Management
Tennessee
$4.43M +$80.4K +1,166 +2%
1IC
291
1919 Investment Counsel
Maryland
$4.42M -$85K -1,231 -2%
RP
292
Reinhart Partners
Wisconsin
$4.37M -$3.7M -53,615 -46%
RJT
293
Raymond James Trust
Florida
$4.37M -$276K -3,999 -6%
LDB
294
Lee, Danner & Bass
Tennessee
$4.36M -$258K -3,732 -6%
ECM
295
Estabrook Capital Management
New York
$4.29M -$140K -2,031 -3%
BF
296
BOK Financial
Oklahoma
$4.27M +$133K +1,932 +3%
Cambridge Investment Research Advisors
297
Cambridge Investment Research Advisors
Iowa
$4.25M +$338K +4,893 +9%
PJSIMP
298
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.23M -$73.1K -1,060 -2%
TCM
299
Tufton Capital Management
Maryland
$4.21M -$52.3K -758 -1%
CFSG
300
Community Financial Services Group
Vermont
$4.2M +$61.3K +889 +1%
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