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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.45B 35,573,649 +487,923 +1%
State Street
2
State Street
Massachusetts
$2.23B 32,383,719 -9,958,490 -24%
Franklin Resources
3
Franklin Resources
California
$1.52B 21,954,655 +470,592 +2%
BIT
4
BlackRock Institutional Trust
California
$1.29B 18,699,140 -245,670 -1%
Capital World Investors
5
Capital World Investors
California
$1.03B 14,988,056 – –
Northern Trust
6
Northern Trust
Illinois
$638M 9,243,452 +30,329 +0.3%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$632M 9,152,314 -40,920 -0.4%
BFA
8
BlackRock Fund Advisors
California
$591M 8,567,838 -295,233 -3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$544M 7,879,315 -278,735 -3%
Federated Hermes
10
Federated Hermes
Pennsylvania
$511M 7,409,178 +10,143 +0.1%
Capital Research Global Investors
11
Capital Research Global Investors
California
$405M 5,868,603 -848,333 -13%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$371M 5,369,536 -2,269,588 -30%
BG
13
BlackRock Group
United Kingdom
$365M 5,289,975 -259,749 -5%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$353M 5,116,358 +251,994 +5%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$338M 4,897,047 +724,271 +17%
Deutsche Bank
16
Deutsche Bank
Germany
$329M 4,770,332 +112,931 +2%
Morgan Stanley
17
Morgan Stanley
New York
$297M 4,303,493 -437,026 -9%
Invesco
18
Invesco
Georgia
$288M 4,174,391 -124,832 -3%
Norges Bank
19
Norges Bank
Norway
$284M 4,113,086 -477,539 -10%
Legal & General Group
20
Legal & General Group
United Kingdom
$267M 3,868,022 +125,626 +3%
TCIM
21
TIAA CREF Investment Management
New York
$264M 3,818,548 -755,284 -17%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$251M 3,638,823 -43,471 -1%
PAMU
23
Pictet Asset Management (UK)
United Kingdom
$230M 3,327,230 -25,383 -0.8%
BA
24
BlackRock Advisors
Delaware
$226M 3,278,643 -22,728 -0.7%
EIP
25
Epoch Investment Partners
New York
$221M 3,200,175 +111,817 +4%
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