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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 %
SAM
126
Shell Asset Management
Netherlands
$24.5M 354,885 -25,573 -7%
EVM
127
Eaton Vance Management
Massachusetts
$24.2M 351,197 -799 -0.2%
TG
128
TCW Group
California
$24.1M 349,050 +450 +0.1%
Citigroup
129
Citigroup
New York
$23.8M 344,937 -275,939 -44%
LBG
130
Lloyds Banking Group
United Kingdom
$23.6M 342,520 +158,334 +86%
BSPF
131
British Steel Pension Fund
United Kingdom
$23.5M 340,902 – –
ClearBridge Investments
132
ClearBridge Investments
New York
$23.5M 340,636 +3,102 +0.9%
AIA
133
Avalon Investment & Advisory
Texas
$23.5M 339,967 +2,604 +0.8%
TPSF
134
Texas Permanent School Fund
Texas
$22.6M 326,896 -24,314 -7%
MAM
135
Magellan Asset Management
Australia
$22.3M 323,077 +19,184 +6%
UOC
136
UBS O'Connor
Illinois
$22.2M 321,600 +96,600 +43%
Aviva
137
Aviva
United Kingdom
$22.1M 319,956 +3,389 +1%
State of Tennessee, Department of Treasury
138
State of Tennessee, Department of Treasury
Tennessee
$21.6M 312,993 -11,600 -4%
Robeco Institutional Asset Management
139
Robeco Institutional Asset Management
Netherlands
$21.2M 307,136 +12,830 +4%
Comerica Bank
140
Comerica Bank
Texas
$21.1M 305,916 -89,662 -23%
PI
141
Putnam Investments
Massachusetts
$20.9M 303,129 -1,995 -0.7%
AIG
142
American International Group
New York
$20.7M 300,424 +8,624 +3%
Credit Agricole
143
Credit Agricole
France
$20.6M 299,192 -1,120 -0.4%
CFC
144
Cincinnati Financial Corp
Ohio
$19.7M 285,333 – –
IRF
145
IBM Retirement Fund
New York
$19.5M 281,870 -9,811 -3%
Axa
146
Axa
France
$18.8M 273,000 +9,770 +4%
CC
147
Chubb Corp
New Jersey
$18.8M 272,220 – –
ST
148
Sabal Trust
Florida
$18.6M 269,512 +9,227 +4%
VOYA Investment Management
149
VOYA Investment Management
Georgia
$18.3M 265,780 -1,408 -0.5%
NFA
150
Nationwide Fund Advisors
Ohio
$18.1M 262,964 +14,993 +6%
4 5
6
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