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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 %
PAG
501
Private Advisor Group
New Jersey
$1.33M +$1.33M +19,199 New
FTI
502
Fiduciary Trust International
Massachusetts
$1.32M -$246K -3,561 -16%
SYBT
503
Stock Yards Bank & Trust
Kentucky
$1.32M +$133K +1,926 +11%
DAM
504
Doheny Asset Management
California
$1.32M -$57.5K -833 -4%
GIM
505
Guardian Investment Management
California
$1.31M +$207K +3,000 +19%
FNFDCM
506
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.31M – – –
FPA
507
Fieldpoint Private Advisors
New York
$1.31M +$4.83K +70 +0.4%
HPBT
508
High Point Bank & Trust
North Carolina
$1.3M -$23.4K -339 -2%
WTNA
509
Wilmington Trust National Association
Delaware
$1.3M -$48.8K -708 -4%
WSCM
510
Wellington Shields Capital Management
New York
$1.29M -$10.4K -150 -0.8%
TSWM
511
Triangle Securities Wealth Management
North Carolina
$1.29M -$56.7K -822 -4%
VNIM
512
Vaughan Nelson Investment Management
Texas
$1.29M – – –
VFS
513
VSR Financial Services
Kansas
$1.28M -$62K -898 -5%
GLRA
514
Gerald L. Ray & Associates
Texas
$1.27M -$3.45K -50 -0.3%
HIM
515
Hermes Investment Management
United Kingdom
$1.27M – – –
LW
516
Linscomb Wealth
Texas
$1.26M +$427K +6,194 +52%
DHFB
517
Dixon Hubard Feinour & Brown
Virginia
$1.23M -$77.9K -1,128 -6%
CIBC World Market
518
CIBC World Market
Ontario, Canada
$1.23M -$1.45K -21 -0.1%
CTC
519
Central Trust Company
Missouri
$1.23M +$213K +3,093 +21%
EOJOAM
520
E. Ohman J:or Asset Management
Sweden
$1.22M -$41.5K -600 -3%
AB
521
Amalgamated Bank
New York
$1.21M -$11.7K -169 -1%
EM
522
Excalibur Management
Massachusetts
$1.2M +$11.6K +168 +1%
TNB
523
Thomasville National Bank
Georgia
$1.19M +$162K +2,352 +16%
PAM
524
PartnerRe Asset Management
Connecticut
$1.17M -$68.7K -996 -6%
CBN
525
Cadence Bank NA
Texas
$1.17M +$16.8K +243 +1%
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