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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 %
Fisher Asset Management
1026
Fisher Asset Management
Washington
– – -3,427 Closed
AA
1027
ALPS Advisors
Colorado
– – -3,331 Closed
BAM
1028
Burnham Asset Management
New York
– – -3,139 Closed
MCM
1029
Maple Capital Management
Vermont
– – -3,075 Closed
Capital Fund Management (CFM)
1030
Capital Fund Management (CFM)
France
– – -3,047 Closed
Group One Trading
1031
Group One Trading
Illinois
– – -2,453 Closed
SOAMC
1032
Spirit of America Management Corp
New York
– – -1,100 Closed
EA
1033
Ecofin Advisors
United Kingdom
– – -692 Closed
MS
1034
Madison Scottsdale
Arizona
– – -638 Closed
KIG
1035
Kessler Investment Group
Indiana
– – -419 Closed
CAL
1036
Capital Analysts LLC
Pennsylvania
– – -369 Closed
IWC
1037
Integrated Wealth Counsel
California
– – -348 Closed
TCCM
1038
Timber Creek Capital Management
Massachusetts
– – -174 Closed
PFO
1039
Pathstone Family Office
New Jersey
– – -70 Closed
Victory Capital Management
1040
Victory Capital Management
Texas
– – -63 Closed
ZTNA
1041
Zions Trust National Association
Utah
– – -33 Closed
TH
1042
Timber Hill
Connecticut
– – – –
Two Sigma Advisers
1043
Two Sigma Advisers
New York
– – – –
LTI
1044
Laffer Tengler Investments
Tennessee
– – – –
ST
1045
SpiderRock Trading
Illinois
– – – –
38 39 40 41
42