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 %
FAM
576
Fred Alger Management
New York
$848K – – –
B
577
Barings
North Carolina
$847K -$1.66M -24,800 -66%
WJA
578
Williams Jones & Associates
New York
$844K -$569K -8,523 -40%
BHC
579
Bowen Hanes & Co
Florida
$844K -$72.7K -1,089 -8%
BVDMP
580
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$841K – – –
FTIOP
581
Fiduciary Trust International of Pennsylvania
Pennsylvania
$834K +$40.9K +613 +5%
FBB
582
Fulton Breakefield Broenniman
Maryland
$833K +$150K +2,252 +22%
HTC
583
Haverford Trust Company
Pennsylvania
$807K +$77.9K +1,166 +11%
CI
584
Constellation Investments
Ohio
$804K +$46.7K +700 +6%
PWW
585
Pettyjohn Wood & White
Virginia
$803K – – –
LW
586
Linscomb Wealth
Texas
$803K +$5.28K +79 +0.7%
AI
587
ArchPoint Investors
Florida
$802K +$20K +300 +3%
FIM
588
Fruth Investment Management
Texas
$790K -$40K -599 -5%
SSB
589
Sandy Spring Bank
Maryland
$788K +$303K +4,528 +62%
SBH
590
Segall Bryant & Hamill
Illinois
$780K +$4.61K +69 +0.6%
CWP
591
Capital Wealth Planning
Florida
$775K +$775K +11,602 New
RNS
592
Robert N. Shapiro
$770K +$149K +2,232 +24%
MHIC
593
Marble Harbor Investment Counsel
Massachusetts
$751K -$9.76K -146 -1%
CAM
594
Cypress Asset Management
Texas
$747K -$11.7K -175 -2%
BT
595
Beacon Trust
New Jersey
$745K -$27.5K -412 -4%
TCM
596
Texan Capital Management
Texas
$739K – – –
CIP
597
Chartwell Investment Partners
Pennsylvania
$735K +$735K +11,000 New
FNBTCON
598
First National Bank & Trust Co of Newtown
Pennsylvania
$734K +$7.07K +106 +1%
TCOTO
599
Trust Company of the Ozarks
Missouri
$725K +$40.1K +600 +6%
BTNA
600
Bremer Trust National Association
Minnesota
$724K +$9.42K +141 +1%
22 23
24
25 26