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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 %
BAS
551
Brown Advisory Securities
Maryland
$1.03M +$50.5K +732 +5%
EFS
552
Essex Financial Services
Connecticut
$1.03M -$65.4K -948 -6%
CAM
553
Cypress Asset Management
Texas
$1.03M +$255K +3,700 +33%
KWMG
554
King Wealth Management Group
Florida
$1.03M -$18.4K -266 -2%
AWCI
555
Alpine Woods Capital Investors
New York
$1.02M -$20.7K -300 -2%
NSEDCP
556
NJ State Employees Deferred Compensation Plan
New Jersey
$1.02M – – –
JFGIW
557
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.02M +$88.3K +1,280 +10%
ST
558
Semper Trust
Pennsylvania
$1.01M +$31.1K +450 +3%
CB
559
Chemical Bank
Michigan
$995K -$69.4K -1,006 -7%
NIS
560
National Investment Services
Wisconsin
$992K – – –
PFM
561
Parsec Financial Management
North Carolina
$985K +$33K +478 +3%
TCOT
562
Trust Company of Toledo
Ohio
$979K +$86.4K +1,252 +10%
ICAS
563
Investors Capital Advisory Services
Massachusetts
$978K +$27.3K +396 +3%
ONB
564
Old National Bancorp
Indiana
$977K +$47.7K +691 +5%
ECM
565
Everence Capital Management
Indiana
$975K – – –
SC
566
Scotia Capital
Ontario, Canada
$963K -$59.7K -865 -6%
MNBTD
567
Moody National Bank Trust Division
Texas
$954K -$384K -5,556 -29%
HT
568
HighTower Trust
Texas
$953K – – –
WSTAM
569
Wilbanks Smith & Thomas Asset Management
Virginia
$952K +$4.83K +70 +0.5%
RMAM
570
Raab & Moskowitz Asset Management
New Jersey
$947K +$947K +13,720 New
AIM
571
Aspen Investment Management
Michigan
$944K +$21K +305 +2%
FFC
572
First Financial Corp
Indiana
$941K +$29.2K +423 +3%
BAM
573
Brave Asset Management
New Jersey
$938K +$938K +13,597 New
Barrow, Hanley, Mewhinney & Strauss
574
Barrow, Hanley, Mewhinney & Strauss
Texas
$936K +$276K +4,000 +42%
AIA
575
Arbor Investment Advisors
North Carolina
$932K -$19.5K -282 -2%
21 22
23
24 25