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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 %
RNS
626
Robert N. Shapiro
$719K -$77.3K -1,119 -10%
FNB
627
First Niagara Bank
New York
$705K -$4.56K -66 -0.6%
FBB
628
Fulton Breakefield Broenniman
Maryland
$702K -$159K -2,304 -18%
SSB
629
Sandy Spring Bank
Maryland
$699K -$114K -1,659 -14%
FBT
630
First Bankers Trust
Kentucky
$697K +$182K +2,633 +35%
CBB
631
Citizens Business Bank
California
$694K -$15.2K -220 -2%
BHIA
632
Birch Hill Investment Advisors
Massachusetts
$691K -$7.31K -106 -1%
OMCS
633
Old Mutual Customised Solutions
South Africa
$688K +$27.6K +400 +4%
RT
634
Reliance Trust
Georgia
$686K -$14.6K -212 -2%
FNBT
635
FineMark National Bank & Trust
Florida
$685K -$23.1K -334 -3%
WCM
636
Wisconsin Capital Management
Wisconsin
$681K -$10.3K -149 -1%
ZIC
637
ZWJ Investment Counsel
Georgia
$681K +$8.42K +122 +1%
FTIOP
638
Fiduciary Trust International of Pennsylvania
Pennsylvania
$680K -$182K -2,636 -21%
EWM
639
Evercore Wealth Management
New York
$677K -$36.3K -525 -5%
WIC
640
Wilkins Investment Counsel
Massachusetts
$671K -$39.7K -575 -6%
Bank of Nova Scotia
641
Bank of Nova Scotia
Ontario, Canada
$671K +$9.6K +139 +1%
FWP
642
FAS Wealth Partners
Kansas
$669K +$669K +9,689 New
FSC
643
Fiduciary Services Corp
Georgia
$668K – – –
TBA
644
Tower Bridge Advisors
Pennsylvania
$653K -$25.3K -366 -4%
PDN
645
Pensionfund DSM Netherlands
Netherlands
$651K – – –
NL
646
NWAM LLC
Washington
$650K -$65.3K -946 -9%
CAM
647
Carret Asset Management
New York
$645K – – –
GCP
648
GSA Capital Partners
United Kingdom
$644K +$374K +5,423 +139%
IB
649
Intrust Bank
Kansas
$635K -$16.8K -244 -3%
TTWM
650
TCV Trust & Wealth Management
Virginia
$635K +$138K +2,002 +28%
24 25
26
27 28