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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 %
SAM
701
Strategy Asset Managers
California
$417K -$5.75K -86 -1%
UBWV
702
United Bank (West Virginia)
West Virginia
$412K -$33.3K -500 -7%
CCB
703
Cutter & Co Brokerage
Missouri
$412K -$13.4K -200 -3%
PFS
704
Penseco Financial Services
Pennsylvania
$411K -$15.5K -232 -4%
FMLI
705
Fukoku Mutual Life Insurance
Japan
$411K – – –
HC
706
Hourglass Capital
Texas
$407K – – –
FMW
707
Farr Miller & Washington
District of Columbia
$398K – – –
LNWWM
708
Laird Norton Wetherby Wealth Management
California
$398K +$3.8K +57 +1%
FBC
709
Fairfield, Bush & Co
Connecticut
$392K – – –
NLI
710
Nippon Life Insurance
Japan
$389K – – –
AWA
711
AmeriServ Wealth Advisors
Pennsylvania
$387K +$3.67K +55 +1%
HSA
712
HBK Sorce Advisory
Pennsylvania
$382K +$382K +5,726 New
GIS
713
Guardian Investor Services
New York
$378K -$4.68K -70 -1%
IH
714
IFC Holdings
Florida
$378K +$32.6K +487 +9%
BB
715
Busey Bank
Illinois
$374K +$4.41K +66 +1%
CIC
716
Carnegie Investment Counsel
Ohio
$372K -$601 -9 -0.2%
KC
717
Kingfisher Capital
North Carolina
$371K -$92K -1,377 -20%
CM
718
Churchill Management
California
$365K +$365K +5,467 New
AP
719
Advisor Partners
California
$363K +$25.5K +382 +8%
KB
720
Kimelman & Baird
New York
$362K +$5.56K +83 +2%
OA
721
Outfitter Advisors
Virginia
$358K -$1.07K -16 -0.3%
BA
722
Bennicas & Associates
California
$357K – – –
MC
723
Middleton & Co
Massachusetts
$356K -$10.8K -162 -3%
RIA
724
Regal Investment Advisors
Michigan
$355K -$44.6K -667 -11%
RC
725
RegentAtlantic Capital
New Jersey
$354K +$1.8K +27 +0.5%
27 28
29
30 31