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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
+$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 %
WSTAM
551
Wilbanks Smith & Thomas Asset Management
Virginia
$916K +$134 +2 +0%
MIM
552
Montgomery Investment Management
Maryland
$914K – – –
LFR
553
Lehman Financial Resources
Pennsylvania
$907K +$24.5K +367 +3%
FANJ
554
Financial Architects (New Jersey)
New Jersey
$902K +$3.94K +59 +0.4%
ONB
555
Old National Bancorp
Indiana
$900K +$45.1K +675 +5%
JFGIW
556
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$898K +$24.2K +362 +3%
WTIM
557
Wilmington Trust Investment Management
Delaware
$893K – – –
AIM
558
Aspen Investment Management
Michigan
$893K – – –
EIM
559
Emerson Investment Management
Massachusetts
$890K +$1.14K +17 +0.1%
AWM
560
Altavista Wealth Management
North Carolina
$886K -$158K -2,370 -15%
B
561
Bailard
California
$884K -$2.1M -31,454 -70%
FFC
562
First Financial Corp
Indiana
$881K +$21.2K +317 +2%
CC
563
ClearArc Capital
Ohio
$880K -$26.3K -393 -3%
NIMI
564
Natixis Investment Managers International
France
$879K -$1.61M -24,056 -65%
WKA
565
Wilson Kemp & Associates
Michigan
$879K -$706K -10,560 -45%
IA
566
Icon Advisers
Colorado
$875K -$354K -5,300 -29%
WTC
567
WhitTier Trust Company
Nevada
$872K -$36.7K -550 -4%
UR
568
USCA RIA
Texas
$871K +$448K +6,713 +106%
TCOT
569
Trust Company of Toledo
Ohio
$864K +$625K +9,367 +262%
FMBTD
570
First Midwest Bank Trust Division
Illinois
$860K -$139K -2,082 -14%
QBFM
571
QS Batterymarch Financial Management
New York
$859K -$37.3K -558 -4%
B
572
BancorpSouth
Mississippi
$857K +$35.6K +533 +4%
AL
573
Agran Libbie
California
$853K -$151K -2,259 -15%
DD
574
Dominick & Dominick
New York
$853K +$394K +5,900 +86%
Bessemer Group
575
Bessemer Group
New Jersey
$850K +$33.7K +506 +4%
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