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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 %
JPMIA
801
J.P. Marvel Investment Advisors
Massachusetts
$289K 4,185 +1 +0%
HBT
802
Hills Bank & Trust
Iowa
$287K 4,155 – –
CCT
803
Capital City Trust
Florida
$286K 4,149 -520 -11%
HKIM
804
Hayek Kallen Investment Management
Alabama
$283K 4,101 -78 -2%
CCM
805
Compton Capital Management
Rhode Island
$283K 4,096 – –
LCM
806
Laurion Capital Management
New York
$283K 4,100 +4,100 New
JEW
807
Jamison Eaton & Wood
New Jersey
$279K 4,037 – –
AI
808
Atria Investments
North Carolina
$278K 4,027 -87 -2%
SIG
809
Sky Investment Group
Connecticut
$277K 4,014 +4,014 New
AWM
810
Avior Wealth Management
Nebraska
$277K 4,020 +4,020 New
GLI
811
Guardian Life Insurance
New York
$275K 3,984 -4,504 -53%
MIC
812
Meridian Investment Counsel
California
$275K 3,982 +3,982 New
WB
813
Webster Bank
Connecticut
$274K 3,971 – –
AP
814
Atwood & Palmer
Missouri
$272K 3,945 – –
FAM
815
Formidable Asset Management
Ohio
$270K 3,854 -149 -4%
CCG
816
Cypress Capital Group
Florida
$270K 3,921 – –
ID
817
Integral Derivatives
New York
$270K 3,909 +3,909 New
FHC
818
First Heartland Consultants
Missouri
$269K 3,893 -419 -10%
CCP
819
Clarkston Capital Partners
Michigan
$269K 3,900 – –
BSB
820
Bangor Savings Bank
Maine
$269K 3,907 – –
WFMPM
821
Woodley Farra Manion Portfolio Management
Indiana
$269K 3,898 +3,898 New
EGA
822
Eagle Global Advisors
Texas
$268K 3,877 – –
PWLP
823
Prio Wealth Limited Partnership
Massachusetts
$267K 3,882 – –
LNB
824
Ledyard National Bank
$267K 3,867 +439 +13%
RIA
825
Regal Investment Advisors
Michigan
$266K 3,851 -1,460 -27%
31 32
33
34 35