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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 %
SSWM
351
Smith Salley Wealth Management
North Carolina
$3.03M 45,319 +2,276 +5%
PSUF
352
People's United Financial
Connecticut
$3M 44,853 +3,089 +7%
PWP
353
Private Wealth Partners
California
$2.98M 44,604 -100 -0.2%
MAM
354
Martingale Asset Management
Massachusetts
$2.96M 44,342 – –
AIP
355
Ameritas Investment Partners
Nebraska
$2.93M 43,940 +15,008 +52%
QI
356
Quotient Investors
New York
$2.92M 43,698 – –
FAAS
357
First Allied Advisory Services
California
$2.91M 43,538 -4,611 -10%
RC
358
RBO & Co
California
$2.91M 43,502 – –
HFS
359
HL Financial Services
Kentucky
$2.86M 42,881 +1,603 +4%
LMGAM
360
Liberty Mutual Group Asset Management
Massachusetts
$2.85M 42,623 +8,905 +26%
MCM
361
Murphy Capital Management
New Jersey
$2.83M 42,396 +856 +2%
ZCM
362
Ziegler Capital Management
Illinois
$2.78M 41,608 +20,227 +95%
TC
363
Travelers Companies
Minnesota
$2.76M 41,362 – –
SFI
364
SPC Financial Inc
Maryland
$2.73M 40,928 +40,928 New
MA
365
Marshwinds Advisory
Georgia
$2.73M 40,819 -39 -0.1%
WIC
366
Woodmont Investment Counsel
Tennessee
$2.72M 40,787 +6,714 +20%
MBTD
367
Mechanics Bank - Trust Department
California
$2.71M 40,629 -1,655 -4%
ADBIC
368
A.D. Beadell Investment Counsel
Wisconsin
$2.69M 40,313 -599 -1%
Envestnet Asset Management
369
Envestnet Asset Management
Illinois
$2.65M 39,643 +7,790 +24%
SFP
370
Santa Fe Partners
New Mexico
$2.63M 39,410 +39,410 New
Luther King Capital Management (LKCM)
371
Luther King Capital Management (LKCM)
Texas
$2.62M 39,291 -2,864 -7%
Natixis Advisors
372
Natixis Advisors
Massachusetts
$2.62M 39,232 -5,964 -13%
OCM
373
Orleans Capital Management
Louisiana
$2.6M 38,957 -13,241 -25%
VAM
374
Visium Asset Management
New York
$2.56M 38,388 -272,924 -88%
LCS
375
Levin Capital Strategies
New York
$2.56M 38,320 -852 -2%
13 14
15
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