DUK icon

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
+$185M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$128M
3
TIM
Thornburg Investment Management
New Mexico
+$82.1M
4
Franklin Resources
Franklin Resources
California
+$72.1M
5
BFA
BlackRock Fund Advisors
California
+$58.6M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$123M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
-$68M
3
EA
Euclid Advisors
Connecticut
-$64.8M
4
SAC
Smith Affiliated Capital
New York
-$58.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MYAM
526
Meiji Yasuda Asset Management
Japan
$1.04M -$7.21K -108 -0.7%
CB
527
Chemical Bank
Michigan
$1.03M +$2.67K +40 +0.3%
ANRIA
528
American National Registered Investment Advisor
Texas
$1.02M +$914K +136,923 +866%
KWMG
529
King Wealth Management Group
Florida
$1.01M – – –
MA
530
Montag & Associates
Georgia
$1.01M -$423K -6,327 -30%
AWCI
531
Alpine Woods Capital Investors
New York
$1.01M +$381K +5,700 +61%
WFM
532
Wilmington Funds Management
Delaware
$995K -$120K -1,800 -11%
TNB
533
Thomasville National Bank
Georgia
$993K +$576K +8,626 +138%
WA
534
WBH Advisory
Maryland
$991K +$58.5K +875 +6%
SC
535
Scotia Capital
Ontario, Canada
$990K -$32.3K -484 -3%
NSEDCP
536
NJ State Employees Deferred Compensation Plan
New Jersey
$984K – – –
CTC
537
Central Trust Company
Missouri
$979K -$4.14K -62 -0.4%
BB
538
Bell Bank
North Dakota
$962K -$734 -11 -0.1%
NIS
539
National Investment Services
Wisconsin
$959K – – –
MFS
540
MSI Financial Services
Massachusetts
$958K +$516K +7,732 +117%
ST
541
Semper Trust
Pennsylvania
$951K +$185K +2,774 +24%
BAS
542
Brown Advisory Securities
Maryland
$947K +$77.5K +1,165 +9%
SIM
543
SSI Investment Management
California
$945K +$244K +3,662 +35%
ECM
544
Everence Capital Management
Indiana
$943K – – –
HT
545
HighTower Trust
Texas
$922K – – –
AIA
546
Arbor Investment Advisors
North Carolina
$921K -$31.5K -471 -3%
PFM
547
Parsec Financial Management
North Carolina
$921K +$13.4K +200 +1%
ICAS
548
Investors Capital Advisory Services
Massachusetts
$920K +$43.7K +655 +5%
HRIA
549
Haberer Registered Investment Advisor
Ohio
$919K -$599K -8,976 -39%
GG
550
Gofen & Glossberg
Illinois
$918K -$13.4K -200 -1%
20 21
22
23 24