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 %
LFG
1001
LifePlan Financial Group
Ohio
$2K 30 – –
DIA
1002
Denver Investment Advisors
Colorado
$1.81K 26,288 -2,227 -8%
MRCM
1003
M&R Capital Management
New Jersey
$1.35K 19,496 -27 -0.1%
MUMSS
1004
Mitsubishi UFJ Morgan Stanley Securities
Japan
$1K 10 +10 New
WA
1005
Wasatch Advisors
Utah
– – -191,589 Closed
DCM
1006
Decade Capital Management
New York
– – -130,909 Closed
CGI
1007
CI Global Investments
California
– – -130,000 Closed
VE
1008
Vega Energy
New York
– – -80,000 Closed
AF
1009
Ally Financial
Michigan
– – -75,000 Closed
GH
1010
GAM Holding
Switzerland
– – -65,495 Closed
FA
1011
Financial Advantage
Maryland
– – -65,177 Closed
PCM
1012
Palisade Capital Management
New Jersey
– – -33,990 Closed
PP
1013
PDT Partners
New York
– – -27,500 Closed
BC
1014
BMI Capital
New York
– – -21,123 Closed
CWP
1015
Capital Wealth Planning
Florida
– – -11,602 Closed
SCM
1016
Southport Capital Management
Tennessee
– – -10,291 Closed
MMLI
1017
Massachusetts Mutual Life Insurance
Massachusetts
– – -9,275 Closed
FNBOMD
1018
First National Bank of Mount Dora
Florida
– – -8,814 Closed
FCH
1019
Freestone Capital Holdings
Washington
– – -7,974 Closed
FA
1020
FMA Advisory
Pennsylvania
– – -4,806 Closed
VF
1021
Virtu Financial
New York
– – -4,260 Closed
BMC
1022
Benin Management Corp
Connecticut
– – -4,096 Closed
NPPM
1023
North Point Portfolio Managers
Ohio
– – -3,927 Closed
CC
1024
Cipher Capital
New York
– – -3,920 Closed
PGIM
1025
Pacific Global Investment Management
California
– – -3,566 Closed
38 39 40
41
42