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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 %
ICM
926
ICC Capital Management
Florida
$115K 1,666 +1,666 New
CFA
927
Camarda Financial Advisors
Florida
$115K 1,666 +1,666 New
KCPG
928
Kavar Capital Partners Group
Kansas
$106K 1,540 +1,540 New
ARMC
929
American Research & Management Company
Massachusetts
$105K 1,527 – –
NCM
930
Nelson Capital Management
California
$103K 1,499 – –
SSG
931
Summit Securities Group
New York
$101K 1,470 +170 +13%
WOC
932
West Oak Capital
California
$99K 1,435 – –
ITIM
933
Indiana Trust & Investment Management
Indiana
$97K 1,399 -51 -4%
IMS
934
Index Management Solutions
Pennsylvania
$91K 1,317 +105 +9%
MAM
935
Mizuho Asset Management
Japan
$90K 1,300 – –
JIR
936
James Investment Research
Ohio
$89K 1,298 +1,132 +682%
Manulife (Manufacturers Life Insurance)
937
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$87.8K 1,272,288 -77,933 -6%
PSC
938
Prentiss Smith & Co
Vermont
$82K 1,188 – –
BFEC
939
Benjamin F. Edwards & Company
Missouri
$81K 1,171 +170 +17%
KTC
940
Kistler-Tiffany Companies
Pennsylvania
$77K 1,110 – –
RI
941
Redwood Investments
Massachusetts
$75K 1,092 – –
CFN
942
Cordasco Financial Network
Florida
$75K 1,083 +1,083 New
VNB
943
Valley National Bancorp
New York
$71K 1,032 +1,032 New
GA
944
Glenhill Advisors
New York
$66K 950 +950 New
OC
945
Oakworth Capital
Alabama
$65K 946 +946 New
HCC
946
Hirtle Callaghan & Co
Pennsylvania
$61K 883 – –
PIM
947
Parasol Investment Management
Illinois
$61K 884 +884 New
VIA
948
Vantage Investment Advisors
Pennsylvania
$54K 788 +788 New
MCM
949
Munder Capital Management
Michigan
$53K 766 – –
PCTC
950
Perkins Coie Trust Company
Washington
$53K 773 +773 New
36 37
38
39 40