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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 %
NTCOC
176
Northern Trust Company of Connecticut
Connecticut
$12.8M 184,918 -21,136 -10%
EIM
177
ExxonMobil Investment Management
Texas
$12.7M 183,777 -3,896 -2%
JCM
178
Janney Capital Management
Pennsylvania
$12.6M 181,956 +21,091 +13%
B
179
BP
United Kingdom
$12.4M 180,000 – –
LPL Financial
180
LPL Financial
California
$12.3M 178,673 +2,801 +2%
QI
181
Qualcomm Inc
California
$12.1M 175,978 – –
LCP
182
Lombardia Capital Partners
California
$12M 173,657 -20,769 -11%
HCM
183
Highbridge Capital Management
New York
$11.9M 172,835 +36,506 +27%
Janus Henderson Group
184
Janus Henderson Group
United Kingdom
$11.8M 171,223 +5,424 +3%
Royal London Asset Management
185
Royal London Asset Management
United Kingdom
$11.7M 171,227 +7,772 +5%
NG
186
NatWest Group
United Kingdom
$11.7M 170,067 +35,179 +26%
GI
187
GLG Inc
New York
$11.6M 167,508 -16,000 -9%
AC
188
Allstate Corporation
Illinois
$11.3M 163,481 -183,946 -53%
FWIA
189
Fort Washington Investment Advisors
Ohio
$11.1M 160,502 +14,528 +10%
CCC
190
Chelsea Counsel Company
California
$10.9M 158,162 -88,908 -36%
OC
191
Oppenheimer & Co
New York
$10.9M 158,053 -9,382 -6%
JPMPWA
192
J.P. Morgan Private Wealth Advisors
California
$10.6M 153,269 -549 -0.4%
KeyBank National Association
193
KeyBank National Association
Ohio
$10.2M 148,283 -6,205 -4%
AG
194
Aperio Group
California
– – -128,011 Closed
BSA
195
Braun Stacey Associates
New York
$9.95M 144,139 -2,806 -2%
CIBC Asset Management
196
CIBC Asset Management
Ontario, Canada
$9.89M 143,280 -3,194 -2%
OTPPB
197
Ontario Teachers' Pension Plan Board
Ontario, Canada
$9.85M 142,687 -27,815 -16%
Mitsubishi UFJ Asset Management
198
Mitsubishi UFJ Asset Management
Japan
$9.67M 142,423 -34,944 -20%
OI
199
Oakbrook Investments
Illinois
$9.6M 139,104 -7,155 -5%
Lazard Asset Management
200
Lazard Asset Management
New York
$9.41M 136,302 +22,500 +20%
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