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

Top Sellers

1
State Street
State Street
Massachusetts
$2.23B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$371M
3
Capital Research Global Investors
Capital Research Global Investors
California
$405M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$16M
5
SAC
Smith Affiliated Capital
New York
$60M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
326
Deere & Company
Illinois
$3.48M -$270K -3,916 -7%
SM
327
Stratton Management
Pennsylvania
$3.47M -$234K -3,386 -6%
HFS
328
HL Financial Services
Kentucky
$3.47M +$506K +7,334 +17%
SGAM
329
Steinberg Global Asset Management
Florida
$3.42M +$203K +2,945 +6%
PSUF
330
People's United Financial
Connecticut
$3.41M +$313K +4,529 +10%
WT
331
Wilmington Trust
Delaware
$3.38M -$109K -1,583 -3%
SSWM
332
Smith Salley Wealth Management
North Carolina
$3.33M +$202K +2,923 +6%
FCAM
333
F&C Asset Management
United Kingdom
$3.32M -$182K -2,633 -5%
RWM
334
Rench Wealth Management
Texas
$3.31M +$3.31M +47,941 New
MA
335
MUFG Americas
New York
$3.27M -$48.9K -708 -1%
HI
336
HBK Investments
Texas
$3.26M +$3.26M +47,300 New
DILH
337
Dai-ichi Life Holdings
Japan
$3.26M +$1.76M +25,435 +117%
KFS
338
KMS Financial Services
Washington
$3.25M +$2.96M +42,973 +1,054%
CFB
339
Cullen/Frost Bankers
Texas
$3.22M -$198K -2,874 -6%
OPCM
340
Osborne Partners Capital Management
California
$3.21M -$73.6K -1,066 -2%
CFA
341
Carroll Financial Associates
North Carolina
$3.19M -$145K -2,108 -4%
NI
342
Nepsis Inc
Minnesota
$3.17M +$3.17M +45,974 New
TMAM
343
Tokio Marine Asset Management
Japan
$3.13M -$366K -5,298 -10%
DG
344
Davidson & Garrard
Virginia
$3.1M -$60.8K -881 -2%
CIA
345
Capital Investment Advisors
Georgia
$3.08M +$3.08M +44,661 New
IG
346
ING Group
Netherlands
$3.07M -$295K -4,269 -9%
CCM
347
Cadence Capital Management
Massachusetts
$3.07M -$230K -3,340 -7%
RIL
348
Rothschild Investment LLC
Illinois
$3.07M -$99.9K -1,448 -3%
SCCM
349
Schafer Cullen Capital Management
New York
$3.06M -$396K -5,743 -11%
MAM
350
Martingale Asset Management
Massachusetts
$3.06M – – –
12 13
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