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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 %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$201M 3,005,646 +325,562 +12%
Ameriprise
27
Ameriprise
Minnesota
$200M 2,998,506 +140,927 +5%
State Farm Mutual Automobile Insurance
28
State Farm Mutual Automobile Insurance
Illinois
$184M 2,754,564 – –
UBS AM
29
UBS AM
Illinois
$172M 2,572,517 +24,560 +1%
Wells Fargo
30
Wells Fargo
California
$161M 2,416,961 +146,858 +6%
BIM
31
BlackRock Investment Management
Delaware
$158M 2,372,146 -111,982 -5%
Capital International Investors
32
Capital International Investors
California
$151M 2,257,513 – –
Goldman Sachs
33
Goldman Sachs
New York
$150M 2,241,777 -26,181 -1%
MAA
34
Managed Account Advisors
New Jersey
$143M 2,143,075 +16,053 +0.8%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$140M 2,098,729 -56,900 -3%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$128M 1,913,347 +26,486 +1%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$127M 1,897,508 -14,328 -0.7%
Bank of America
38
Bank of America
North Carolina
$122M 1,829,851 +19,557 +1%
Mitsubishi UFJ Trust & Banking
39
Mitsubishi UFJ Trust & Banking
Japan
$121M 1,806,045 +20,501 +1%
TIM
40
Thornburg Investment Management
New Mexico
$117M 1,750,000 +1,230,000 +237%
Lord, Abbett & Co
41
Lord, Abbett & Co
New Jersey
$115M 1,719,441 +668,559 +64%
BlackRock
42
BlackRock
New York
$110M 1,651,455 +40,698 +3%
Swiss National Bank
43
Swiss National Bank
Switzerland
$101M 1,518,892 +44,000 +3%
New York State Teachers Retirement System (NYSTRS)
44
New York State Teachers Retirement System (NYSTRS)
New York
$101M 1,515,064 -17,381 -1%
Charles Schwab
45
Charles Schwab
California
$95.4M 1,417,633 +41,343 +3%
AllianceBernstein
46
AllianceBernstein
Tennessee
$91.3M 1,367,269 +102,713 +8%
Barclays
47
Barclays
United Kingdom
$88.8M 1,345,725 +443,519 +49%
GIA
48
Gateway Investment Advisers
Ohio
$88.3M 1,322,408 -43,834 -3%
CS
49
Credit Suisse
Switzerland
$87.6M 1,312,062 -327,656 -20%
SB
50
Suntrust Banks
Georgia
$86M 1,287,134 +845,048 +191%
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