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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 %
Schroder Investment Management Group
276
Schroder Investment Management Group
United Kingdom
$4.84M 72,412 -110,526 -60%
FCBT
277
First Citizens Bank & Trust
North Carolina
$4.81M 71,962 +827 +1%
William Blair & Company
278
William Blair & Company
Illinois
$4.8M 71,937 +1,626 +2%
CB
279
Commerce Bank
Missouri
$4.8M 71,831 -4,178 -5%
GGI
280
Godsey & Gibb Inc
Virginia
$4.79M 71,777 +7,254 +11%
BII
281
Bainco International Investors
Massachusetts
$4.73M 70,780 +6,000 +9%
B
282
Baird
Wisconsin
$4.71M 70,455 -1,127 -2%
AAM
283
Advisors Asset Management
Colorado
$4.7M 70,380 +6,580 +10%
Creative Planning
284
Creative Planning
Kansas
$4.64M 69,447 +2,427 +4%
KBC Group
285
KBC Group
Belgium
$4.53M 67,755 -274,335 -80%
RJT
286
Raymond James Trust
Florida
$4.5M 67,303 -750 -1%
LDB
287
Lee, Danner & Bass
Tennessee
$4.47M 66,884 +158 +0.2%
AAF
288
Andra AP-fonden
Sweden
$4.45M 66,600 -7,300 -10%
CCC
289
Cincinnati Casualty Company
Ohio
$4.43M 66,300 – –
UFG
290
United Fire Group
Iowa
$4.41M 66,056 – –
AMI
291
Amica Mutual Insurance
Rhode Island
$4.41M 65,987 – –
GH
292
GAM Holding
Switzerland
$4.37M 65,495 +65,495 New
1IC
293
1919 Investment Counsel
Maryland
$4.36M 65,320 +6,172 +10%
BCM
294
Buckhead Capital Management
Georgia
$4.36M 65,294 -5,223 -7%
FA
295
Financial Advantage
Maryland
$4.35M 65,177 -210 -0.3%
LIM
296
Leavell Investment Management
Alabama
$4.34M 64,960 -208 -0.3%
ECM
297
Estabrook Capital Management
New York
$4.28M 64,142 -674 -1%
Nisa Investment Advisors
298
Nisa Investment Advisors
Missouri
$4.21M 63,076 +7,220 +13%
DAM
299
Delta Asset Management
Tennessee
$4.21M 62,998 +721 +1%
PJSIMP
300
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.16M 62,348 -2,505 -4%
10 11
12
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