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
$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 %
AP
701
Advisor Partners
California
$491K +$116K +1,689 +31%
FQ
702
First Quadrant
California
$487K -$122K -1,766 -20%
PFC
703
Phocas Financial Corp
California
$485K -$29.3K -425 -6%
CIC
704
Crawford Investment Counsel
Georgia
$485K – – –
SC
705
Schulhoff & Co
Ohio
$482K – – –
SAM
706
Strategy Asset Managers
California
$482K +$51.7K +749 +12%
MCM
707
Marathon Capital Management
Maryland
$478K -$5.73K -83 -1%
NES
708
New England Securities
New York
$473K -$20K -290 -4%
KC
709
Kingfisher Capital
North Carolina
$471K +$87.5K +1,268 +23%
DWA
710
Douglass Winthrop Advisors
New York
$470K -$69.7K -1,010 -13%
CC
711
Cadinha & Co
Hawaii
$470K +$470K +6,807 New
SC
712
Saturna Capital
Washington
$468K – – –
TFA
713
Transamerica Financial Advisors
Florida
$462K +$122K +1,760 +36%
MFS
714
MSI Financial Services
Massachusetts
$461K -$530K -7,675 -53%
NCM
715
Novare Capital Management
North Carolina
$461K -$48.3K -700 -9%
PFSC
716
Peoples Financial Services Corp
Pennsylvania
$461K +$461K +6,688 New
HVIA
717
Hudson Valley Investment Advisors
New York
$459K -$5.18K -75 -1%
CCT
718
Country Club Trust
Missouri
$455K -$53.6K -778 -11%
BC
719
Burney Company
Virginia
$454K -$44.1K -638 -9%
PM
720
Parametrica Management
Hong Kong
$454K +$454K +6,573 New
1SB
721
1ST Source Bank
Indiana
$453K -$104K -1,505 -19%
UAS
722
United Asset Strategies
New York
$453K +$159K +2,305 +54%
TWM
723
Torch Wealth Management
Ohio
$453K +$453K +6,566 New
NIM
724
NuWave Investment Management
New Jersey
$452K +$446K +6,455 +7,420%
BP
725
Banyan Partners
Florida
$450K +$141K +2,048 +46%
27 28
29
30 31