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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 %
BHA
851
Beech Hill Advisors
New York
$237K 3,432 -1,000 -23%
AP
852
Appleton Partners
Massachusetts
$236K 3,417 +101 +3%
NB
853
NBT Bank
New York
$233K 3,381 -1,225 -27%
HL
854
HeadInvest LLC
Maine
$233K 3,370 – –
OPTFSNA
855
Old Point Trust & Financial Services N A
Virginia
$232K 3,361 -369 -10%
SCM
856
Stonebridge Capital Management
California
$232K 3,367 +91 +3%
BRA
857
Bender Robert & Associates
California
$231K 3,345 – –
KIG
858
Kovitz Investment Group
Illinois
$230K 3,340 +133 +4%
CBT
859
Central Bank & Trust
Kentucky
$228K 3,306 -137 -4%
OC
860
Oarsman Capital
Wisconsin
$228K 3,306 – –
SCM
861
Salem Capital Management
Massachusetts
$227K 3,293 -3,006 -48%
CIS
862
Connors Investor Services
Pennsylvania
$225K 3,262 – –
ACI
863
Alpha Cubed Investments
California
$225K 3,266 +3,266 New
RHBC
864
R.H. Bluestein & Co
Michigan
$224K 3,240 – –
BIM
865
BRC Investment Management
Colorado
$223K 3,230 +3,230 New
Luther King Capital Management (LKCM)
866
Luther King Capital Management (LKCM)
Texas
$222K 3,222 -36,069 -92%
MCM
867
Manchester Capital Management
Vermont
$221K 3,204 +53 +2%
ASN
868
Advisory Services Network
Georgia
$221K 3,200 +3,200 New
KCM
869
Kanawha Capital Management
Virginia
$220K 3,194 -1,022 -24%
Mariner
870
Mariner
Kansas
$220K 3,190 +157 +5%
AWA
871
ARS Wealth Advisors
Florida
$220K 3,181 +3,181 New
HCMNY
872
Howard Capital Management (New York)
New York
$218K 3,159 +3,159 New
SFG
873
SNS Financial Group
Minnesota
$218K 3,164 +3,164 New
MIH
874
Madison Investment Holdings
Wisconsin
$217K 3,147 – –
NPF
875
Norris Perne & French
Michigan
$217K 3,148 +13 +0.4%
33 34
35
36 37