DUK icon

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 %
PWW
601
Pettyjohn Wood & White
Virginia
$838K +$7.8K +113 +0.9%
FA
602
FDx Advisors
Illinois
$837K +$109K +1,576 +15%
FMBTD
603
First Midwest Bank Trust Division
Illinois
$836K -$53.2K -770 -6%
WJA
604
Williams Jones & Associates
New York
$831K -$40.4K -586 -5%
FIM
605
Fruth Investment Management
Texas
$824K +$7.24K +105 +0.9%
JG
606
Jefferies Group
New York
$816K -$1.32M -19,152 -62%
Jones Financial Companies
607
Jones Financial Companies
Missouri
$802K +$267K +3,867 +50%
SBH
608
Segall Bryant & Hamill
Illinois
$795K -$11.5K -166 -1%
MAP
609
Managed Asset Portfolios
Michigan
$788K +$788K +11,415 New
AWM
610
Altavista Wealth Management
North Carolina
$786K -$129K -1,871 -14%
CLOS
611
Compagnie Lombard Odier SCmA
Switzerland
$784K +$784K +11,361 New
B
612
Bailard
California
$776K -$137K -1,987 -15%
MHIC
613
Marble Harbor Investment Counsel
Massachusetts
$776K – – –
HRIA
614
Haberer Registered Investment Advisor
Ohio
$774K -$176K -2,551 -19%
FNBTCON
615
First National Bank & Trust Co of Newtown
Pennsylvania
$774K +$14.8K +215 +2%
MIM
616
Montgomery Investment Management
Maryland
$771K -$173K -2,515 -18%
TCM
617
Texan Capital Management
Texas
$764K – – –
CIP
618
Chartwell Investment Partners
Pennsylvania
$759K – – –
BT
619
Beacon Trust
New Jersey
$740K -$29.3K -424 -4%
GP
620
Girard Partners
Pennsylvania
$735K +$735K +10,648 New
BTNA
621
Bremer Trust National Association
Minnesota
$734K -$14.2K -205 -2%
CONA
622
Capital One National Association
New York
$731K -$852K -12,337 -54%
TCOTO
623
Trust Company of the Ozarks
Missouri
$726K -$23K -333 -3%
ST
624
Smithfield Trust
Pennsylvania
$726K – – –
WKA
625
Wilson Kemp & Associates
Michigan
$723K -$185K -2,675 -20%
23 24
25
26 27