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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 %
EAM
451
EULAV Asset Management
Florida
$1.82M – – –
BFA
452
Bragg Financial Advisors
North Carolina
$1.81M +$182K +2,630 +11%
HCM
453
Hodges Capital Management
Texas
$1.79M -$12.2K -177 -0.7%
PG
454
PEAK6 Group
Illinois
$1.79M -$2.01M -29,107 -53%
Teacher Retirement System of Texas
455
Teacher Retirement System of Texas
Texas
$1.77M -$27.9M -404,885 -94%
Dodge & Cox
456
Dodge & Cox
California
$1.74M -$13.8K -200 -0.8%
BO
457
Bank OZK
Arkansas
$1.73M +$36.4K +527 +2%
KRSITF
458
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.73M -$10.3K -149 -0.6%
KIC
459
Keating Investment Counselors
Florida
$1.72M +$15.5K +225 +0.9%
Northwestern Mutual Wealth Management
460
Northwestern Mutual Wealth Management
Wisconsin
$1.72M +$334K +4,844 +24%
PPSG
461
Princeton Portfolio Strategies Group
New Jersey
$1.71M -$16.6K -241 -1%
FNBOO
462
First National Bank of Omaha
Nebraska
$1.69M +$1.13M +16,329 +199%
DCM
463
Dynamic Capital Management
Jersey
$1.68M +$1.68M +24,359 New
RIG
464
Roosevelt Investment Group
New York
$1.66M -$13.9K -202 -0.8%
BAM
465
Berkshire Asset Management
Pennsylvania
$1.66M +$96K +1,391 +6%
BFS
466
Bradley Foster & Sargent
Connecticut
$1.63M +$102K +1,477 +7%
IMOV
467
Investment Management of Virginia
Virginia
$1.63M +$6.21K +90 +0.4%
PCM
468
Prelude Capital Management
New York
$1.63M +$1.63M +23,558 New
PGFC
469
Peapack-Gladstone Financial Corp
New Jersey
$1.62M -$89.6K -1,298 -5%
FHA
470
First Horizon Advisors
Tennessee
$1.62M -$108K -1,563 -6%
MERSOM
471
Municipal Employees' Retirement System of Michigan
Michigan
$1.62M – – –
BBHC
472
Brown Brothers Harriman & Co
New York
$1.62M -$37.2K -539 -2%
AR
473
Advisory Research
Illinois
$1.61M -$309K -4,473 -16%
LA
474
Lynch & Associates
Indiana
$1.61M -$46.4K -672 -3%
MSS
475
Mitchell Sinkler & Starr
Pennsylvania
$1.6M -$66.6K -966 -4%
17 18
19
20 21