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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 %
MMCM
526
Marque Millennium Capital Management
New York
$1.17M – – –
WT
527
Whittier Trust
California
$1.15M -$145K -2,096 -11%
AAIM
528
American Assets Investment Management
California
$1.15M – – –
SIM
529
SSI Investment Management
California
$1.15M +$165K +2,395 +17%
CA
530
CapWealth Advisors
Tennessee
$1.14M -$21.6K -313 -2%
CCM
531
CrestPoint Capital Management
Missouri
$1.14M +$1.14M +16,500 New
BRWA
532
B. Riley Wealth Advisors
Florida
$1.13M -$9.18K -133 -0.8%
Thrivent Financial for Lutherans
533
Thrivent Financial for Lutherans
Minnesota
$1.13M – – –
UR
534
USCA RIA
Texas
$1.13M +$231K +3,342 +26%
WA
535
WealthTrust Axiom
Pennsylvania
$1.13M +$17K +246 +2%
CHC
536
City Holding Co
West Virginia
$1.12M +$1.12M +16,220 New
DnB Asset Management
537
DnB Asset Management
Norway
$1.11M -$27.6K -400 -2%
WWM
538
Willingdon Wealth Management
North Carolina
$1.11M +$1.11M +16,026 New
BC
539
Bartlett & Co
Ohio
$1.1M -$20.2K -293 -2%
CM
540
Churchill Management
California
$1.1M +$725K +10,495 +192%
RBC
541
Ronald Blue & Co
Georgia
$1.1M -$36.6K -530 -3%
GMIM
542
General Motors Investment Management
New York
$1.09M -$14.1K -204 -1%
FANJ
543
Financial Architects (New Jersey)
New Jersey
$1.09M +$156K +2,255 +17%
JCM
544
Jasinkiewicz Capital Management
New Jersey
$1.09M -$2.3M -33,375 -68%
FCB
545
First Citizens Bancorporation
South Carolina
$1.08M -$170K -2,470 -14%
ANRIA
546
American National Registered Investment Advisor
Texas
$1.08M -$9.45M -137,042 -90%
WA
547
WBH Advisory
Maryland
$1.08M +$53.8K +780 +5%
WPC
548
Waters Parkerson & Co
Louisiana
$1.07M -$1.73K -25 -0.2%
MYAM
549
Meiji Yasuda Asset Management
Japan
$1.06M -$14.6K -211 -1%
AAC
550
Asset Advisors Corp
Georgia
$1.04M -$234K -3,395 -18%
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