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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.

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

Top Sellers

1
Millennium Management
Millennium Management
New York
$9.76M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
$224M
3
EA
Euclid Advisors
Connecticut
$0
4
SAC
Smith Affiliated Capital
New York
$58.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$510M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIM
501
Hermes Investment Management
United Kingdom
$1.22M – – –
EOJOAM
502
E. Ohman J:or Asset Management
Sweden
$1.22M +$120K +1,800 +11%
FCB
503
First Citizens Bancorporation
South Carolina
$1.21M -$134K -2,006 -10%
FC
504
Fiera Capital
New York
$1.21M -$51.1K -765 -4%
PAM
505
PartnerRe Asset Management
Connecticut
$1.2M -$158K -2,373 -12%
CIBC World Market
506
CIBC World Market
Ontario, Canada
$1.19M -$9.95K -149 -0.8%
AB
507
Amalgamated Bank
New York
$1.18M -$27.9K -418 -2%
EM
508
Excalibur Management
Massachusetts
$1.15M +$1K +15 +0.1%
SYBT
509
Stock Yards Bank & Trust
Kentucky
$1.15M -$22.1K -331 -2%
LCP
510
Longbow Capital Partners
New York
$1.14M +$1.14M +17,000 New
MMCM
511
Marque Millennium Capital Management
New York
$1.13M – – –
AT
512
Arden Trust
Delaware
$1.13M +$267 +4 +0%
CA
513
CapWealth Advisors
Tennessee
$1.13M +$673K +10,078 +148%
CBN
514
Cadence Bank NA
Texas
$1.12M +$40K +599 +4%
AAIM
515
American Assets Investment Management
California
$1.11M – – –
BRWA
516
B. Riley Wealth Advisors
Florida
$1.1M -$36K -539 -3%
DnB Asset Management
517
DnB Asset Management
Norway
$1.1M +$174K +2,600 +19%
RBC
518
Ronald Blue & Co
Georgia
$1.1M +$382K +5,720 +53%
Thrivent Financial for Lutherans
519
Thrivent Financial for Lutherans
Minnesota
$1.1M -$520K -7,794 -32%
BC
520
Bartlett & Co
Ohio
$1.09M -$24K -359 -2%
WA
521
WealthTrust Axiom
Pennsylvania
$1.07M -$11K -165 -1%
GMIM
522
General Motors Investment Management
New York
$1.07M +$859K +12,863 +404%
GIM
523
Guardian Investment Management
California
$1.07M +$134K +2,000 +14%
LIA
524
LS Investment Advisors
Michigan
$1.06M +$270K +4,039 +34%
WPC
525
Waters Parkerson & Co
Louisiana
$1.04M +$458K +6,865 +79%
19 20
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