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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 %
PDN
626
Pensionfund DSM Netherlands
Netherlands
$630K – – –
CAM
627
Carret Asset Management
New York
$624K +$8.95K +134 +1%
ACM
628
Alta Capital Management
Utah
$621K +$50.3K +754 +9%
MMLI
629
Massachusetts Mutual Life Insurance
Massachusetts
$619K +$619K +9,275 New
EWM
630
Endurance Wealth Management
Rhode Island
$617K -$1.21M -18,182 -66%
MA
631
MCF Advisors
Kentucky
$613K +$6.12K +86 +1%
BHWM
632
Bar Harbor Wealth Management
New Hampshire
$612K -$16.1K -241 -3%
TIP
633
Torray Investment Partners
Maryland
$610K +$22.2K +333 +4%
TCOV
634
Trust Company of Vermont
Vermont
$610K +$31.4K +469 +5%
CBU
635
CIBC Bank USA
Illinois
$605K -$1.45M -21,696 -71%
RCAG
636
Rehmann Capital Advisory Group
Michigan
$603K +$67.5K +1,012 +13%
RB
637
Rodgers Brothers
Pennsylvania
$595K -$57.9K -866 -9%
FNBOMD
638
First National Bank of Mount Dora
Florida
$589K -$85.7K -1,282 -13%
FQ
639
First Quadrant
California
$589K +$55.1K +826 +10%
FTC
640
Farmers Trust Company
Ohio
$587K -$14.5K -217 -2%
GC
641
Grimes & Company
Massachusetts
$585K -$26.6K -398 -4%
DCLA
642
Douglas C. Lane & Associates
New York
$580K -$41.5K -622 -7%
TC
643
Taylor Cottrill
New Hampshire
$577K – – –
PTC
644
Philadelphia Trust Company
Pennsylvania
$570K +$802 +12 +0.1%
GLI
645
Guardian Life Insurance
New York
$567K +$1.2K +18 +0.2%
BRM
646
Boston Research & Management
Massachusetts
$563K +$12.3K +184 +2%
SFSG
647
Stearns Financial Services Group
North Carolina
$562K -$29.7K -445 -5%
CCFCSB
648
Cape Cod Five Cents Savings Bank
Massachusetts
$561K -$4.41K -66 -0.8%
SACTSONJ
649
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$559K – – –
IGIM
650
I.G. Investment Management
Manitoba, Canada
$551K -$562K -8,416 -50%
24 25
26
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