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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 %
LCM
401
Logan Capital Management
Pennsylvania
$2.4M -$12.6K -183 -0.5%
WSFS
402
Wilmington Savings Fund Society
Delaware
$2.38M +$82.6K +1,197 +4%
BAC
403
Boys Arnold & Co
North Carolina
$2.37M +$35.7K +517 +2%
PCA
404
Personal Capital Advisors
California
$2.37M +$2.37M +34,295 New
QCMC
405
Quantum Capital Management (California)
California
$2.36M +$150K +2,180 +7%
PHIMC
406
Private Harbour Investment Management & Counsel
Ohio
$2.35M -$90.1K -1,306 -4%
HIMC
407
Heritage Investors Management Corp
Maryland
$2.35M -$61.2K -887 -3%
NRS
408
Neville Rodie & Shaw
New York
$2.24M -$159K -2,300 -7%
HPC
409
HM Payson & Co
Maine
$2.23M -$20.9K -303 -0.9%
SCM
410
Shelton Capital Management
Colorado
$2.22M – – –
WS
411
Wedbush Securities
California
$2.17M -$52K -754 -2%
AC
412
Alley Company
Illinois
$2.16M -$20.6K -298 -0.9%
AIM
413
abrdn Investment Management
United Kingdom
$2.14M +$52.5K +761 +3%
TCM
414
Twin Capital Management
Pennsylvania
$2.13M -$1.25M -18,090 -37%
HDIM
415
Hanson & Doremus Investment Management
Vermont
$2.12M -$238K -3,444 -10%
SNT
416
Security National Trust
West Virginia
$2.12M -$68.3K -989 -3%
NEAM
417
New England Asset Management
Connecticut
$2.12M -$131K -1,900 -6%
V
418
Veritable
Delaware
$2.11M -$180K -2,608 -8%
OA
419
OFI Advisors
Pennsylvania
$2.1M +$556K +8,064 +36%
GHAM
420
Gilman Hill Asset Management
Connecticut
$2.09M +$27.7K +402 +1%
BIA
421
Biondo Investment Advisors
Pennsylvania
$2.08M +$255K +3,688 +14%
ZCA
422
Zeke Capital Advisors
Pennsylvania
$2.08M +$966 +14 +0%
Brown Advisory
423
Brown Advisory
Maryland
$2.07M -$39.8K -577 -2%
FDS
424
First Dallas Securities
Texas
$2.06M -$13.5K -196 -0.7%
CCM
425
Cohen Capital Management
California
$2.06M – – –
15 16
17
18 19