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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
SAC
4
Smith Affiliated Capital
New York
$58.1M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$510M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
401
Veritable
Delaware
$2.22M -$576K -8,623 -21%
NEAM
402
New England Asset Management
Connecticut
$2.18M +$741K +11,100 +52%
HPC
403
HM Payson & Co
Maine
$2.17M -$57.1K -855 -3%
WS
404
Wedbush Securities
California
$2.15M +$1K +15 +0%
SCM
405
Shelton Capital Management
Colorado
$2.15M -$20K -300 -0.9%
QCMC
406
Quantum Capital Management (California)
California
$2.14M +$58.5K +876 +3%
SNT
407
Security National Trust
West Virginia
$2.12M -$155K -2,324 -7%
AC
408
Alley Company
Illinois
$2.11M -$53.3K -798 -2%
MCC
409
Mid Continent Capital
Illinois
$2.09M +$279K +4,175 +15%
JG
410
Jefferies Group
New York
$2.07M +$1.3M +19,466 +169%
Brown Advisory
411
Brown Advisory
Maryland
$2.04M -$138K -2,067 -6%
AIM
412
abrdn Investment Management
United Kingdom
$2.02M -$21.6K -323 -1%
FDS
413
First Dallas Securities
Texas
$2.01M -$27.2K -408 -1%
ZCA
414
Zeke Capital Advisors
Pennsylvania
$2.01M +$935 +14 +0%
PP
415
Palladium Partners
Virginia
$1.99M -$115K -1,724 -5%
GHAM
416
Gilman Hill Asset Management
Connecticut
$1.99M +$134K +2,013 +7%
FSA
417
Franklin Street Advisors
North Carolina
$1.99M +$22.7K +340 +1%
CCM
418
Cohen Capital Management
California
$1.99M +$134K +2,000 +7%
KIA
419
KCM Investment Advisors
California
$1.97M -$103K -1,535 -5%
MAA
420
Matrix Asset Advisors
New York
$1.96M +$140K +2,091 +8%
M&T Bank
421
M&T Bank
New York
$1.93M -$1.22M -18,247 -39%
STC
422
SEI Trust Company
Pennsylvania
$1.92M +$384K +5,750 +25%
SIC
423
Sigma Investment Counselors
Michigan
$1.91M +$67.7K +1,014 +4%
ISB
424
Iowa State Bank
Iowa
$1.91M +$82.5K +1,236 +5%
DIA
425
Denver Investment Advisors
Colorado
$1.9M -$518K -7,763 -21%
15 16
17
18 19