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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 %
DWT
676
Dorsey & Whitney Trust
South Dakota
$486K +$188K +2,811 +63%
WCM
677
Windsor Capital Management
Arizona
$485K -$5.14K -77 -1%
WIS
678
Wright Investors Service
Connecticut
$482K -$18.4K -275 -4%
BC
679
Burney Company
Virginia
$482K +$19.7K +294 +4%
CK
680
Cohen Klingenstein
New York
$481K – – –
TTWM
681
TCV Trust & Wealth Management
Virginia
$481K +$7.55K +113 +2%
WC
682
Whitnell & Co
Illinois
$477K -$33.4K -500 -7%
NES
683
New England Securities
New York
$477K +$10.3K +155 +2%
IIM
684
Intact Investment Management
Quebec, Canada
$474K +$474K +7,100 New
SI
685
SII Investments
Wisconsin
$470K -$66.6K -1,000 -12%
CIC
686
Crawford Investment Counsel
Georgia
$470K +$58.7K +879 +14%
MCM
687
Marathon Capital Management
Maryland
$468K -$53.3K -798 -10%
WSC
688
Wellington Shields & Co
New York
$468K +$33.7K +504 +8%
GD
689
Grandfield & Dodd
New York
$467K – – –
SC
690
Schulhoff & Co
Ohio
$466K -$33.4K -500 -7%
FT
691
Fiduciary Trust
Massachusetts
$466K – – –
FHB
692
First Hawaiian Bank
Hawaii
$464K +$413K +6,198 +811%
CPSAC
693
Chas P. Smith & Associates (CPS)
Florida
$463K +$13.4K +200 +3%
ATC
694
Argent Trust Company
Louisiana
$458K +$60.6K +907 +15%
SC
695
Saturna Capital
Washington
$453K – – –
HVIA
696
Hudson Valley Investment Advisors
New York
$449K +$92.6K +1,386 +26%
AB
697
AT Bancorp
Iowa
$429K -$71.4K -1,069 -14%
FWCM
698
Ferguson Wellman Capital Management
Oregon
$426K -$229K -3,432 -35%
SCM
699
Salem Capital Management
Massachusetts
$421K -$186K -2,786 -31%
MWR
700
McAdams Wright Ragen
Washington
$419K +$8.75K +131 +2%
26 27
28
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