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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 %
LCM
601
LVM Capital Management
Michigan
$719K -$52.1K -780 -7%
FA
602
FDx Advisors
Illinois
$705K -$220K -3,287 -24%
ST
603
Smithfield Trust
Pennsylvania
$702K -$177K -2,657 -20%
KFC
604
Klingenstein Fields & Co
New York
$699K -$378K -5,666 -35%
AFG
605
Albion Financial Group
Utah
$692K – – –
NL
606
NWAM LLC
Washington
$692K +$32.9K +493 +5%
EWM
607
Evercore Wealth Management
New York
$689K -$17.1K -257 -2%
CBB
608
Citizens Business Bank
California
$687K -$49.3K -738 -7%
FNB
609
First Niagara Bank
New York
$687K -$35.4K -529 -5%
WIC
610
Wilkins Investment Counsel
Massachusetts
$687K -$11.3K -170 -2%
SCM
611
Southport Capital Management
Tennessee
$687K – – –
FNBT
612
FineMark National Bank & Trust
Florida
$685K -$215K -3,225 -24%
RT
613
Reliance Trust
Georgia
$677K +$3.67K +55 +0.5%
BHIA
614
Birch Hill Investment Advisors
Massachusetts
$676K +$7.08K +106 +1%
WCM
615
Wisconsin Capital Management
Wisconsin
$669K – – –
TRCT
616
Tower Research Capital (TRC)
New York
$664K +$491K +7,345 +283%
MDCM
617
Morgan Dempsey Capital Management
Wisconsin
$659K -$10.7K -160 -2%
TBA
618
Tower Bridge Advisors
Pennsylvania
$657K +$7.88K +118 +1%
ZIC
619
ZWJ Investment Counsel
Georgia
$651K – – –
FSC
620
Fiduciary Services Corp
Georgia
$647K – – –
Bank of Nova Scotia
621
Bank of Nova Scotia
Ontario, Canada
$640K -$17.1K -256 -3%
OMCS
622
Old Mutual Customised Solutions
South Africa
$639K – – –
Barrow, Hanley, Mewhinney & Strauss
623
Barrow, Hanley, Mewhinney & Strauss
Texas
$639K +$20K +300 +3%
IB
624
Intrust Bank
Kansas
$631K -$67.9K -1,017 -10%
DP
625
Dearborn Partners
Illinois
$630K -$6.01K -90 -0.9%
23 24
25
26 27