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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
Thornburg Investment Management
New Mexico
+$85.8M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$73.7M
3
DPIM
Duff & Phelps Investment Management
Illinois
+$60.1M
4
CC
Carlson Capital
Texas
+$55.1M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$50M

Top Sellers

1
State Street
State Street
Massachusetts
-$687M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$157M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$58.5M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$58.5M
5
SAC
Smith Affiliated Capital
New York
-$58.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
301
Bahl & Gaynor
Ohio
$4.2M -$42K -608 -1%
BCM
302
Buckhead Capital Management
Georgia
$4.19M -$316K -4,581 -7%
BCM
303
Birmingham Capital Management
Alabama
$4.18M +$102K +1,483 +3%
WB
304
WesBanco Bank
West Virginia
$4.16M -$140K -2,035 -3%
Nordea Investment Management
305
Nordea Investment Management
Sweden
$4.16M +$311K +4,504 +8%
HT
306
HAP Trading
New York
$4.09M +$4.09M +59,251 New
SBWIC
307
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.07M -$178K -2,575 -4%
KRS
308
Kentucky Retirement Systems
Kentucky
$4.02M -$23.9K -346 -0.6%
LSERS
309
Louisiana State Employees Retirement System
Louisiana
$3.93M +$3.93M +56,900 New
PAM
310
Panagora Asset Management
Massachusetts
$3.9M -$328K -4,747 -8%
PA
311
Profund Advisors
Maryland
$3.88M +$52K +753 +1%
BBA
312
BLB&B Advisors
Pennsylvania
$3.88M -$21.7K -314 -0.6%
Neuberger Berman Group
313
Neuberger Berman Group
New York
$3.84M -$132K -1,919 -3%
WAM
314
Wood Asset Management
Florida
$3.83M -$294K -4,257 -7%
LTFS
315
Ladenburg Thalmann Financial Services
Florida
$3.69M -$68.7K -995 -2%
STC
316
SEI Trust Company
Pennsylvania
$3.64M +$1.66M +24,057 +84%
Natixis Advisors
317
Natixis Advisors
Massachusetts
$3.62M +$913K +13,224 +34%
RCM
318
Riverhead Capital Management
Delaware
$3.62M -$2.38M -34,433 -40%
WFG
319
Windsor Financial Group
Minnesota
$3.62M -$2.55K -37 -0.1%
TYCC
320
Texas Yale Capital Corp
Florida
$3.59M +$51.8K +750 +1%
RW
321
Rand Wealth
Maryland
$3.58M +$239K +3,456 +7%
SLI
322
Sumitomo Life Insurance
Japan
$3.53M -$196K -2,837 -5%
LIM
323
Leavell Investment Management
Alabama
$3.52M -$966K -14,006 -22%
MCM
324
Maryland Capital Management
Maryland
$3.5M -$126K -1,821 -3%
ACM
325
Argyle Capital Management
Pennsylvania
$3.48M -$11.5K -166 -0.3%
11 12
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