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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.

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
1
Thornburg Investment Management
New Mexico
$207M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$73.7M
3
DPIM
3
Duff & Phelps Investment Management
Illinois
$96.7M
4
CC
4
Carlson Capital
Texas
$55.1M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$338M

Top Sellers

1
State Street
1
State Street
Massachusetts
$2.23B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$371M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$405M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$16M
5
TCIM
5
TIAA CREF Investment Management
New York
$264M
Name Market Value Shares Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$88.2M 1,277,776 +8,800 +0.7%
BTS
52
BB&T Securities
Virginia
$86.9M 125,984 -1,066 -0.8%
Barclays
53
Barclays
United Kingdom
$84.3M 1,221,786 -123,939 -9%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$81M 1,173,791 -60,698 -5%
JHIU
55
Janus Henderson Investors US
Colorado
$79.4M 1,151,146 -78,811 -6%
Lord, Abbett & Co
56
Lord, Abbett & Co
New Jersey
$78.8M 1,142,078 -577,363 -34%
GIA
57
Gateway Investment Advisers
Ohio
$78.6M 1,138,925 -183,483 -14%
State Board of Administration of Florida Retirement System
58
State Board of Administration of Florida Retirement System
Florida
$77.3M 1,119,822 -75,297 -6%
LM
59
Luminus Management
Texas
$74.9M 1,085,077 -177,942 -14%
TA
60
Teachers Advisors
New York
$74.2M 1,075,903 +39,508 +4%
Adage Capital Partners
61
Adage Capital Partners
Massachusetts
$73.7M 1,067,565 +1,067,565 New
PPA
62
Parametric Portfolio Associates
Washington
$71.3M 1,033,836 +4,507 +0.4%
ACA
63
Anchor Capital Advisors
Massachusetts
$68.9M 998,639 -34,367 -3%
MTB
64
Mizuho Trust & Banking
Japan
$68.6M 1,012,076 -14,132 -1%
U
65
UBS
Switzerland
$68.3M 989,791 -185,042 -16%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$66.8M 968,017 +142,521 +17%
Allianz Asset Management
67
Allianz Asset Management
Germany
$64M 927,964 +219,464 +31%
BJ
68
BlackRock Japan
Japan
$61.5M 890,602 -17,091 -2%
RFC
69
Russell Frank Company
Washington
$60.8M 879,518 +231,021 +36%
SAC
70
Smith Affiliated Capital
New York
– – – –
SO
71
STRS Ohio
Ohio
$58.1M 842,135 -107,700 -11%
RJA
72
Raymond James & Associates
Florida
$57.8M 837,555 +57,600 +7%
Nuveen Asset Management
73
Nuveen Asset Management
Illinois
$56.9M 824,615 +524,273 +175%
HI
74
Honeywell International
North Carolina
$55.4M 803,000 -2,000 -0.2%
TD Asset Management
75
TD Asset Management
Ontario, Canada
$55.3M 801,690 +12,220 +2%
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