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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
$207M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
$73.7M
3
DPIM
Duff & Phelps Investment Management
Illinois
$96.7M
4
CC
Carlson Capital
Texas
$55.1M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$338M

Top Sellers

1
State Street
State Street
Massachusetts
$2.23B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$371M
3
Capital Research Global Investors
Capital Research Global Investors
California
$405M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$16M
5
SAC
Smith Affiliated Capital
New York
$60M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
651
Endurance Wealth Management
Rhode Island
$630K -$6.89K -100 -1%
CBU
652
CIBC Bank USA
Illinois
$628K +$2.56K +37 +0.4%
TCOV
653
Trust Company of Vermont
Vermont
$627K -$3.04K -44 -0.5%
RCAG
654
Rehmann Capital Advisory Group
Michigan
$625K +$1.93K +28 +0.3%
CA
655
Cetera Advisors
Colorado
$625K +$64.8K +934 +12%
DP
656
Dearborn Partners
Illinois
$621K -$30.4K -441 -5%
HB
657
Homrich & Berg
Georgia
$621K +$621K +9,005 New
KFC
658
Klingenstein Fields & Co
New York
$617K -$106K -1,532 -15%
ATC
659
Argent Trust Company
Louisiana
$617K +$143K +2,078 +30%
MDCM
660
Morgan Dempsey Capital Management
Wisconsin
$612K -$68.7K -996 -10%
GC
661
Grimes & Company
Massachusetts
$609K +$4.62K +67 +0.8%
TIP
662
Torray Investment Partners
Maryland
$607K -$23K -333 -4%
NAMA
663
Nikko Asset Management Americas
New York
$598K +$387K +5,600 +184%
TC
664
Taylor Cottrill
New Hampshire
$597K – – –
PAM
665
Princeton Alpha Management
New Jersey
$592K +$592K +8,585 New
ACP
666
Ashfield Capital Partners
California
$589K +$34.5K +500 +6%
LCM
667
LVM Capital Management
Michigan
$586K -$156K -2,267 -21%
RB
668
Rodgers Brothers
Pennsylvania
$585K -$29.8K -432 -5%
FTC
669
Farmers Trust Company
Ohio
$580K -$26.7K -387 -4%
CCFCSB
670
Cape Cod Five Cents Savings Bank
Massachusetts
$579K – – –
MA
671
MCF Advisors
Kentucky
$578K -$35.2K -494 -6%
GCA
672
Gideon Capital Advisors
New York
$577K +$577K +8,361 New
PTC
673
Philadelphia Trust Company
Pennsylvania
$576K -$13.1K -189 -2%
Pacer Advisors
674
Pacer Advisors
Pennsylvania
$576K +$576K +6,895 New
BHWM
675
Bar Harbor Wealth Management
New Hampshire
$575K -$56.4K -818 -9%
25 26
27
28 29