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 %
BEAM
901
Baker Ellis Asset Management
Washington
$194K 2,814 – –
KPCM
902
Kings Point Capital Management
New York
$193K 2,800 – –
MMG
903
Monetary Management Group
Missouri
$191K 2,765 -266 -9%
PL
904
Parkwood LLC
Ohio
$185K 2,685 +2,685 New
JAM
905
Jolley Asset Management
North Carolina
$184K 2,665 – –
ICM
906
IMS Capital Management
Oregon
$179K 2,600 +2,600 New
JWM
907
Jacobus Wealth Management
Wisconsin
$178K 2,582 +766 +42%
HR
908
Howe & Rusling
New York
$177K 2,564 -14 -0.5%
WA
909
Winfield Associates
Ohio
$176K 2,547 +2,547 New
TRCT
910
Tower Research Capital (TRC)
New York
$174K 2,516 -7,426 -75%
Toronto Dominion Bank
911
Toronto Dominion Bank
Ontario, Canada
$165K 2,390 -433 -15%
FMP
912
Financial Management Professionals
Texas
$165K 2,391 – –
MWP
913
MYCIO Wealth Partners
Pennsylvania
$163K 2,361 -179 -7%
TFO
914
Tarbox Family Office
California
$162K 2,348 +2,348 New
WCM
915
Wealthcare Capital Management
Virginia
$158K 2,284 +1,285 +129%
PTCG
916
Pring Turner Capital Group
California
$148K 2,142 +2,142 New
Parallax Volatility Advisers
917
Parallax Volatility Advisers
California
$144K 2,084 +2,084 New
ECM
918
ETrade Capital Management
Virginia
$143K 2,068 -17 -0.8%
AA
919
AlphaMark Advisors
Kentucky
$143K 2,072 – –
RFA
920
Reilly Financial Advisors
California
$142K 2,053 -243 -11%
QAM
921
QCI Asset Management
New York
$141K 2,049 – –
HFM
922
Hartford Financial Management
Connecticut
$140K 2,041 -518 -20%
GI
923
Gradient Investments
Minnesota
$136K 1,974 +631 +47%
AF
924
Arrow Financial
New York
$115K 1,676 -453 -21%
CAM
925
Cacti Asset Management
Georgia
$115K 1,666 – –
35 36
37
38 39