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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 %
KIA
426
KCM Investment Advisors
California
$2.04M +$3.86K +56 +0.2%
WA
427
WFG Advisors
Texas
$2.04M +$186K +2,701 +10%
MCC
428
Mid Continent Capital
Illinois
$2.04M -$123K -1,782 -6%
FSA
429
Franklin Street Advisors
North Carolina
$2.03M -$25.6K -371 -1%
PP
430
Palladium Partners
Virginia
$2.01M -$46.5K -674 -2%
ISB
431
Iowa State Bank
Iowa
$2.01M +$30.4K +441 +2%
NIM
432
NXG Investment Management
Texas
$2M +$1.76M +25,500 +729%
BC
433
Barnett & Company
Tennessee
$2M -$455K -6,595 -19%
CIM
434
Calvert Investment Management
Maryland
$2M -$5.8M -84,044 -74%
RFS
435
Rockefeller Financial Services
New York
$1.99M -$519K -7,525 -21%
TNBTD
436
Trustmark National Bank Trust Department
Mississippi
$1.97M +$35.6K +516 +2%
SIC
437
Sigma Investment Counselors
Michigan
$1.95M -$32.1K -465 -2%
LIA
438
LS Investment Advisors
Michigan
$1.94M +$850K +12,322 +78%
SA
439
Strategic Advisors
New York
$1.94M +$208K +3,021 +12%
BA
440
Boston Advisors
Massachusetts
$1.93M +$78.1K +1,132 +4%
ICOA
441
Investment Centers of America
North Dakota
$1.93M -$1.54M -23,162 -44%
SIC
442
Salem Investment Counselors
North Carolina
$1.91M -$2.35K -34 -0.1%
CIA
443
Covington Investment Advisors
Pennsylvania
$1.9M – – –
KT
444
Kanaly Trust
Texas
$1.9M +$1.9M +27,582 New
FNT
445
First National Trust
Pennsylvania
$1.89M -$74.5K -1,080 -4%
M&T Bank
446
M&T Bank
New York
$1.89M -$110K -1,601 -6%
PCM
447
Parsons Capital Management
Rhode Island
$1.87M -$8.07K -117 -0.4%
ANBTV
448
American National Bank & Trust (Virginia)
Virginia
$1.86M -$40.9K -593 -2%
Fayez Sarofim & Co
449
Fayez Sarofim & Co
Texas
$1.83M +$1.83M +26,541 New
NB
450
Norinchukin Bank
Japan
$1.82M -$9.66K -140 -0.5%
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