DUK icon

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 %
PRA
876
Parametric Risk Advisors
Connecticut
$216K 3,134 – –
EIM
877
Essex Investment Management
Massachusetts
$216K 3,125 – –
LWM
878
LBA Wealth Management
Florida
$216K 3,134 +3,134 New
CTI
879
Community Trust & Investment
Kentucky
$215K 3,117 -200 -6%
VFP
880
Verus Financial Partners
Virginia
$215K 3,109 +14 +0.5%
DCM
881
Donaldson Capital Management
Indiana
$214K 3,107 -945 -23%
CAM
882
Cubic Asset Management
Massachusetts
$214K 3,102 -25 -0.8%
OWD
883
Osborn Williams & Donohoe
Ohio
$214K 3,096 – –
SAMC
884
Shinko Asset Management Company
Japan
$213K 3,087 -210 -6%
WAM
885
Wolverine Asset Management
Illinois
$212K 3,076 -1,800 -37%
MBT
886
Monroe Bank & Trust
Michigan
$209K 3,028 – –
MAM
887
Mastrapasqua Asset Management
Tennessee
$208K 3,016 – –
GJIC
888
Gamble Jones Investment Counsel
California
$208K 3,007 +3,007 New
EA
889
Emerald Advisers
Pennsylvania
$208K 3,021 +3,021 New
CAG
890
Crestwood Advisors Group
Massachusetts
$207K 3,002 -569 -16%
HAIM
891
Hunter Associates Investment Management
Pennsylvania
$207K 3,000 -2 -0.1%
MSR
892
Main Street Research
Connecticut
$207K 3,005 +9 +0.3%
TC
893
Telemus Capital
Michigan
$206K 2,983 -1,132 -28%
CL
894
Croft-Leominster
Maryland
$206K 2,984 +2,984 New
CCM
895
Covington Capital Management
California
$203K 2,939 +2,939 New
Edgewood Management
896
Edgewood Management
Connecticut
$203K 2,944 +2,944 New
LIC
897
Lodestar Investment Counsel
Illinois
$202K 2,933 +2,933 New
LC
898
Lilley & Co
Michigan
$202K 2,934 +2,934 New
BONST
899
Bank of Nova Scotia Trust
Ontario, Canada
$200K 2,900 +2,900 New
PSI
900
Pinnacle Summer Investments
Virginia
$198K 2,866 – –
34 35
36
37 38