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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 %
Verition Fund Management
826
Verition Fund Management
Connecticut
$266K 3,861 +3,861 New
MPWT
827
MassMutual Private Wealth & Trust
Connecticut
$265K 3,843 +3,843 New
GT
828
Greenleaf Trust
Michigan
$264K 3,825 -400 -9%
GA
829
Geneva Advisors
Illinois
$264K 3,829 -145 -4%
GIP
830
Granite Investment Partners
California
$262K 3,798 – –
AAM
831
Aureus Asset Management
Massachusetts
$261K 3,776 – –
BDF
832
Balasa Dinverno & Foltz
$260K 3,764 +120 +3%
BUB
833
BBVA USA Bancshares
Texas
$258K 3,737 -150 -4%
HIM
834
Hillsdale Investment Management
Ontario, Canada
$255K 3,700 +100 +3%
CCM
835
Crossvault Capital Management
Texas
$251K 3,633 +3,633 New
SAM
836
SignalPoint Asset Management
Missouri
$250K 3,629 +3,629 New
RT
837
Rockland Trust
Massachusetts
$249K 3,614 – –
HA
838
Halsey Associates
Connecticut
$246K 3,568 – –
NIA
839
Northstar Investment Advisors
Colorado
$245K 3,546 -133 -4%
NSAM
840
North Star Asset Management
Wisconsin
$245K 3,546 -94 -3%
PFS
841
Prospera Financial Services
Texas
$243K 3,523 -1,558 -31%
RIM
842
Regent Investment Management
Kentucky
$243K 3,519 – –
CD
843
Carl Domino
Florida
$243K 3,514 – –
DTL
844
Dynamic Technology Lab
Singapore
$242K 3,500 +3,500 New
OCG
845
Opus Capital Group
Ohio
$242K 3,507 +3,507 New
MHIM
846
MacNealy Hoover Investment Management
Ohio
$241K 3,489 +3,489 New
BBNB
847
Baker Boyer National Bank
Washington
$240K 3,474 – –
EFSCE
848
Enterprise Financial Services Corp (EFSC)
Missouri
$238K 3,445 -200 -5%
FMB
849
Field & Main Bank
Kentucky
$238K 3,450 +3,450 New
NGA
850
Naples Global Advisors
Florida
$238K 3,451 +3,451 New
32 33
34
35 36