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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 %
WCM
726
Windsor Capital Management
Arizona
$441K -$60K -869 -12%
AB
727
AT Bancorp
Iowa
$431K -$12.4K -179 -3%
BAM
728
Barrett Asset Management
New York
$429K -$91K -1,319 -18%
TSW
729
Thompson Siegel & Walmsley
Virginia
$429K +$104K +1,500 +32%
LNWWM
730
Laird Norton Wetherby Wealth Management
California
$426K +$13.8K +200 +3%
CCB
731
Cutter & Co Brokerage
Missouri
$425K – – –
FMLI
732
Fukoku Mutual Life Insurance
Japan
$424K – – –
PIA
733
Peachtree Investment Advisors
Georgia
$424K +$424K +6,148 New
WT
734
Washington Trust
Rhode Island
$422K -$132K -1,903 -24%
HC
735
Hourglass Capital
Texas
$420K – – –
GF
736
Gerstein Fisher
New York
$418K +$418K +6,048 New
ARMT
737
Amica Retiree Medical Trust
Rhode Island
$417K +$417K +6,047 New
BHB
738
Bank Hapoalim BM
Israel
$414K +$414K +5,995 New
FWCM
739
Ferguson Wellman Capital Management
Oregon
$410K -$30.4K -440 -7%
HSA
740
HBK Sorce Advisory
Pennsylvania
$405K +$9.6K +139 +2%
BFC
741
Blue Fin Capital
Rhode Island
$405K +$405K +5,864 New
UBWV
742
United Bank (West Virginia)
West Virginia
$402K -$24.6K -357 -6%
FMW
743
Farr Miller & Washington
District of Columbia
$402K -$9.17K -133 -2%
BB
744
Busey Bank
Illinois
$402K +$15.2K +220 +4%
FCBT
745
First Citizens Bank & Trust
North Carolina
$401K -$4.57M -66,156 -92%
DCLA
746
Douglas C. Lane & Associates
New York
$401K -$199K -2,877 -33%
AW
747
ACG Wealth
Georgia
$399K +$399K +5,785 New
MWR
748
McAdams Wright Ragen
Washington
$397K -$34.9K -507 -8%
GIS
749
Guardian Investor Services
New York
$390K – – –
GSBTD
750
Glenview State Bank Trust Department
Illinois
$379K +$379K +5,493 New
28 29
30
31 32