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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 %
MCM
351
Murphy Capital Management
New Jersey
$3.03M +$107K +1,553 +4%
AIP
352
Ameritas Investment Partners
Nebraska
$3.02M -$13K -188 -0.4%
QI
353
Quotient Investors
New York
$3.02M – – –
RC
354
RBO & Co
California
$3M – – –
LMGAM
355
Liberty Mutual Group Asset Management
Massachusetts
$2.96M +$20.2K +293 +0.7%
Envestnet Asset Management
356
Envestnet Asset Management
Illinois
$2.95M +$217K +3,138 +8%
WIC
357
Woodmont Investment Counsel
Tennessee
$2.95M +$135K +1,962 +5%
FAAS
358
First Allied Advisory Services
California
$2.93M -$85.6K -1,236 -3%
ARC
359
Absolute Return Capital
Massachusetts
$2.92M +$2.92M +42,263 New
FB
360
Fulton Bank
Pennsylvania
$2.92M -$688K -9,976 -19%
FAT
361
First American Trust
California
$2.89M -$895K -12,971 -24%
OIM
362
Opus Investment Management
Massachusetts
$2.88M -$1.31M -19,000 -31%
PWP
363
Private Wealth Partners
California
$2.87M -$207K -3,000 -7%
TC
364
Travelers Companies
Minnesota
$2.86M – – –
UCFA
365
United Capital Financial Advisors
Texas
$2.83M -$305K -4,413 -10%
MA
366
Marshwinds Advisory
Georgia
$2.79M -$29.3K -425 -1%
ADBIC
367
A.D. Beadell Investment Counsel
Wisconsin
$2.76M -$20.7K -300 -0.7%
NLI
368
Nippon Life Insurance
Japan
$2.74M +$2.34M +33,946 +583%
SIM
369
Sentry Investment Management
Wisconsin
$2.73M -$449K -6,500 -14%
SFI
370
SPC Financial Inc
Maryland
$2.71M -$114K -1,650 -4%
EB
371
Eastern Bank
Massachusetts
$2.71M +$94.3K +1,366 +4%
B
372
Barings
North Carolina
$2.7M +$1.83M +26,500 +209%
MBTD
373
Mechanics Bank - Trust Department
California
$2.7M -$101K -1,465 -4%
PP
374
Patten & Patten
Tennessee
$2.69M -$477K -6,919 -15%
SFP
375
Santa Fe Partners
New Mexico
$2.68M -$43.5K -631 -2%
13 14
15
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