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Duke Energy
DUK

Overview Fund Activity

921 hedge funds and large institutions have $25.4B invested in Duke Energy in 2013 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 339 increasing their positions, 389 reducing their positions, and 50 closing their positions.

Holders
921
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
29.87%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.42%
New
58
Increased
339
Reduced
389
Closed
50
Calls
$255M
Puts
$128M
Net Calls
+$127M
Net Calls Change
+$3.27M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$279M
3
TIM
3
Thornburg Investment Management
New Mexico
$117M
4
Franklin Resources
4
Franklin Resources
California
$1.43B
5
BFA
5
BlackRock Fund Advisors
California
$592M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$9.76M
2
PAMU
2
Pictet Asset Management (UK)
United Kingdom
$224M
3
EA
3
Euclid Advisors
Connecticut
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$510M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$20.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
226
Janney Montgomery Scott
Pennsylvania
$7.16M 107,265 +53,901 +101%
JGUA
227
John G. Ullman & Associates
New York
$7M 104,832 -17,909 -15%
SIM
228
Sadoff Investment Management
Wisconsin
$6.84M 102,434 +87,800 +600%
HAI
229
Hennessy Advisors Inc
California
$6.73M 100,837 +2,000 +2%
SI
230
Sentry Investments
Ontario, Canada
$6.71M 100,500 +100,500 New
GCA
231
Guardian Capital Advisors
Ontario, Canada
$6.64M 98,636 +2,783 +3%
MME
232
Meag Munich Ergo
Germany
$6.62M 99,239 +99,239 New
PA
233
Pinnacle Associates
New York
$6.52M 97,607 -3,143 -3%
SI
234
Stephens Inc
Arkansas
$6.51M 97,413 -9,882 -9%
SF
235
Synovus Financial
Georgia
$6.42M 96,002 +3,893 +4%
CAM
236
Capstone Asset Management
Texas
$6.39M 95,647 -538 -0.6%
ANI
237
American National Insurance
Texas
$6.35M 95,146 -5,950 -6%
ERSOT
238
Employees Retirement System of Texas
Texas
$6.34M 95,000 – –
Loomis, Sayles & Company
239
Loomis, Sayles & Company
Massachusetts
$6.29M 94,166 – –
SC
240
SouthState Corp
Florida
$6.27M 93,915 +8,632 +10%
American Century Companies
241
American Century Companies
Missouri
$6.23M 93,215 +33,479 +56%
OPERF
242
Oregon Public Employees Retirement Fund
Oregon
$6.15M 92,156 +801 +0.9%
WF
243
Welch & Forbes
Massachusetts
$6.15M 92,095 -666 -0.7%
CIA
244
CCM Investment Advisers
South Carolina
$6.14M 91,899 -53,719 -37%
DC
245
Davenport & Co
Virginia
$5.96M 89,283 -2,311 -3%
CAN
246
Cetera Advisor Networks
California
$5.93M 88,873 +12,803 +17%
AT
247
Acadia Trust
Maine
$5.89M 88,214 +7,851 +10%
BG
248
Bollard Group
Massachusetts
$5.89M 88,201 -1,389 -2%
RCM
249
Riverhead Capital Management
Delaware
$5.8M 86,837 -93,000 -52%
Acadian Asset Management
250
Acadian Asset Management
Massachusetts
$5.75M 86,159 +2,317 +3%
8 9
10
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