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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.

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
1
Capital World Investors
California
$1B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$279M
3
TIM
3
Thornburg Investment Management
New Mexico
$117M
4
Franklin Resources
4
Franklin Resources
California
$1.43B
5
BFA
5
BlackRock Fund Advisors
California
$592M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$9.76M
2
PAMU
2
Pictet Asset Management (UK)
United Kingdom
$224M
3
EA
3
Euclid Advisors
Connecticut
$0
4
SAC
4
Smith Affiliated Capital
New York
$58.1M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$510M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
751
Stifel Trust
Missouri
$307K -$13.4K -200 -4%
PHS
752
Pekin Hardy Strauss
Illinois
$307K – – –
P
753
Pitcairn
Pennsylvania
$306K -$12.2K -183 -4%
BP
754
Banyan Partners
Florida
$299K -$32.9K -491 -10%
BHA
755
Beech Hill Advisors
New York
$296K -$11.3K -169 -4%
CCMG
756
Clark Capital Management Group
Pennsylvania
$295K -$54.6K -818 -16%
FMWA
757
Forvis Mazars Wealth Advisors
Missouri
$295K +$295K +4,420 New
FHC
758
First Heartland Consultants
Missouri
$290K -$37.2K -553 -11%
MWAC
759
Mariner Wealth Advisors (Cincinnati)
Ohio
$286K -$17.3K -260 -6%
STI
760
Susquehanna Trust & Investment
Pennsylvania
$284K -$16.1K -241 -5%
UAS
761
United Asset Strategies
New York
$284K +$284K +4,256 New
VF
762
Virtu Financial
New York
$284K +$284K +4,260 New
GT
763
Greenleaf Trust
Michigan
$282K +$17.3K +259 +7%
KCM
764
Kanawha Capital Management
Virginia
$282K +$29K +433 +11%
HKIM
765
Hayek Kallen Investment Management
Alabama
$279K -$134 -2 -0%
JPMIA
766
J.P. Marvel Investment Advisors
Massachusetts
$279K +$11.1K +166 +4%
HBT
767
Hills Bank & Trust
Iowa
$277K – – –
AI
768
Atria Investments
North Carolina
$275K +$21.2K +317 +8%
TC
769
Telemus Capital
Michigan
$275K +$275K +4,115 New
BMC
770
Benin Management Corp
Connecticut
$274K – – –
CCM
771
Compton Capital Management
Rhode Island
$274K +$201 +3 +0.1%
DSC
772
Duncker Streett & Co
Missouri
$273K +$67 +1 +0%
KFS
773
KMS Financial Services
Washington
$272K -$57.1K -856 -17%
DCM
774
Donaldson Capital Management
Indiana
$271K -$10K -150 -4%
JEW
775
Jamison Eaton & Wood
New Jersey
$270K +$10K +150 +4%
29 30
31
32 33