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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 %
FNBOO
651
First National Bank of Omaha
Nebraska
$548K -$2.74K -41 -0.5%
VCM
652
Violich Capital Management
California
$544K – – –
CPA
653
Cowen Prime Advisors
New York
$541K +$13.4K +200 +3%
CA
654
Cetera Advisors
Colorado
$539K +$539K +8,069 New
1SB
655
1ST Source Bank
Indiana
$538K -$4.14K -62 -0.8%
ACP
656
Ashfield Capital Partners
California
$537K – – –
WT
657
Washington Trust
Rhode Island
$535K -$41.6K -622 -7%
HI
658
Hudock Inc
Pennsylvania
$530K -$10.3K -154 -2%
M
659
MOTCO
Texas
$530K – – –
TF
660
Tompkins Financial
New York
$525K -$10.8K -161 -2%
DWA
661
Douglass Winthrop Advisors
New York
$522K -$10K -150 -2%
CG
662
Clinton Group
New York
$521K +$521K +7,802 New
Jones Financial Companies
663
Jones Financial Companies
Missouri
$519K -$70.1K -1,048 -12%
FCH
664
Freestone Capital Holdings
Washington
$517K +$517K +7,974 New
JC
665
Jacobs & Co
California
$513K -$28.9K -433 -5%
CSIC
666
Clifford Swan Investment Counsel
California
$512K -$70.7K -1,059 -12%
AB
667
Atlas Brown
Kentucky
$511K -$122K -1,822 -19%
BAM
668
Barrett Asset Management
New York
$503K +$23.4K +350 +5%
FBT
669
First Bankers Trust
Kentucky
$499K +$6.68K +100 +1%
PFC
670
Phocas Financial Corp
California
$498K -$7.75K -116 -2%
NEPWA
671
New England Private Wealth Advisors
Massachusetts
$495K +$256K +3,834 +107%
NCM
672
Novare Capital Management
North Carolina
$493K -$66.2K -991 -12%
CCT
673
Country Club Trust
Missouri
$492K -$11.3K -170 -2%
MYLI
674
Meiji Yasuda Life Insurance
Japan
$487K -$66.2K -991 -12%
OIA
675
Optimum Investment Advisors
Illinois
$487K +$487K +7,287 New
25 26
27
28 29