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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 %
Bessemer Group
376
Bessemer Group
New Jersey
$2.66M +$1.78M +25,799 +202%
LCS
377
Levin Capital Strategies
New York
$2.65M +$4.97K +72 +0.2%
OCM
378
Orleans Capital Management
Louisiana
$2.65M -$40.5K -587 -2%
APFBOT
379
Amica Pension Fund Board of Trustees
Rhode Island
$2.65M – – –
EIA
380
Edgemoor Investment Advisors
Maryland
$2.62M -$26.2K -380 -1%
SCA
381
SAC Capital Advisors
Connecticut
$2.59M +$863K +12,502 +50%
ISL
382
Ingalls & Snyder LLC
New York
$2.58M +$21K +304 +0.8%
VIP
383
Vantage Investment Partners
Missouri
$2.57M +$13.3K +193 +0.5%
TCT
384
TIAA CREF Trust
Missouri
$2.56M +$42K +608 +2%
FBNAT
385
FirstMerit Bank N.A. Trustee
Ohio
$2.54M -$23.2K -336 -0.9%
TCMG
386
TSP Capital Management Group
New Jersey
$2.54M – – –
Los Angeles Capital Management
387
Los Angeles Capital Management
California
$2.53M -$869K -12,595 -26%
MAA
388
Matrix Asset Advisors
New York
$2.5M +$481K +6,965 +24%
LCP
389
Longbow Capital Partners
New York
$2.49M +$1.32M +19,113 +112%
Connor, Clark & Lunn Investment Management (CC&L)
390
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.47M +$2.12M +28,895 +602%
I
391
IberiaBank
Louisiana
$2.47M +$19.6K +284 +0.8%
VAM
392
Visium Asset Management
New York
$2.47M -$180K -2,616 -7%
DCM
393
Dupont Capital Management
Delaware
$2.46M +$2.42K +35 +0.1%
GHA
394
GW Henssler & Associates
Georgia
$2.46M +$77.8K +1,127 +3%
AIS
395
American Investment Services
Massachusetts
$2.46M – – –
DADC
396
D.A. Davidson & Co
Montana
$2.45M +$67.1K +972 +3%
IIM
397
Ipswich Investment Management
Massachusetts
$2.45M -$8.56K -124 -0.3%
BMM
398
Buffington Mohr McNeal
Idaho
$2.45M +$2.45M +35,480 New
NPC
399
National Planning Corporation
California
$2.44M +$11.4K +166 +0.5%
FIM
400
Foresters Investment Management
New York
$2.42M +$2.42M +35,000 New
14 15
16
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