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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 %
ACM
576
Alta Capital Management
Utah
$930K +$288K +4,169 +45%
WFM
577
Wilmington Funds Management
Delaware
$917K -$110K -1,600 -11%
LFR
578
Lehman Financial Resources
Pennsylvania
$916K -$20.7K -300 -2%
AF
579
Aldebaran Financial
$916K +$916K +13,269 New
GG
580
Gofen & Glossberg
Illinois
$909K -$39.5K -572 -4%
CAM
581
Columbia Asset Management
Michigan
$909K +$909K +13,174 New
CC
582
ClearArc Capital
Ohio
$907K -$1.93K -28 -0.2%
IA
583
Icon Advisers
Colorado
$904K – – –
B
584
BancorpSouth
Mississippi
$899K +$13.9K +201 +2%
EIM
585
Emerson Investment Management
Massachusetts
$895K -$25.2K -365 -3%
BB
586
Bell Bank
North Dakota
$894K -$100K -1,451 -10%
CI
587
Constellation Investments
Ohio
$893K +$62.1K +900 +7%
NIMI
588
Natixis Investment Managers International
France
$890K -$18.5K -268 -2%
WTC
589
WhitTier Trust Company
Nevada
$879K -$22K -319 -2%
FAM
590
Fred Alger Management
New York
$876K – – –
QBFM
591
QS Batterymarch Financial Management
New York
$874K -$14.1K -204 -2%
BVDMP
592
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$869K – – –
WTIM
593
Wilmington Trust Investment Management
Delaware
$861K -$62.1K -900 -7%
MSU
594
Maple Securities USA
New Jersey
$856K +$856K +12,400 New
AI
595
ArchPoint Investors
Florida
$853K +$24.8K +360 +3%
MA
596
Montag & Associates
Georgia
$851K -$192K -2,785 -18%
HTC
597
Haverford Trust Company
Pennsylvania
$849K +$15.9K +230 +2%
VKH
598
Virtu KCG Holdings
New York
$847K -$548K -7,944 -39%
DD
599
Dominick & Dominick
New York
$847K -$34.5K -500 -4%
BHC
600
Bowen Hanes & Co
Florida
$844K -$28K -406 -3%
22 23
24
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