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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
Fidelity Investments
4
Fidelity Investments
Massachusetts
$510M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$20.1M
Name Market Value Shares Shares
Change 		Shares
Change %
FAM
776
Formidable Asset Management
Ohio
$269K 4,003 +4,003 New
WB
777
Webster Bank
Connecticut
$266K 3,971 -174 -4%
GA
778
Geneva Advisors
Illinois
$265K 3,974 -1,158 -23%
AP
779
Atwood & Palmer
Missouri
$263K 3,945 -388 -9%
NPIT
780
National Penn Investors Trust
Pennsylvania
$263K 3,935 – –
CCG
781
Cypress Capital Group
Florida
$262K 3,921 – –
NPPM
782
North Point Portfolio Managers
Ohio
$262K 3,927 +227 +6%
CC
783
Cipher Capital
New York
$262K 3,920 +3,920 New
GCP
784
GSA Capital Partners
United Kingdom
$261K 3,915 -9,918 -72%
BSB
785
Bangor Savings Bank
Maine
$261K 3,907 -385 -9%
BUB
786
BBVA USA Bancshares
Texas
$260K 3,887 +263 +7%
CCP
787
Clarkston Capital Partners
Michigan
$260K 3,900 +900 +30%
PWLP
788
Prio Wealth Limited Partnership
Massachusetts
$259K 3,882 – –
EGA
789
Eagle Global Advisors
Texas
$259K 3,877 – –
GIP
790
Granite Investment Partners
California
$254K 3,798 – –
AAM
791
Aureus Asset Management
Massachusetts
$252K 3,776 – –
OPTFSNA
792
Old Point Trust & Financial Services N A
Virginia
$249K 3,730 +99 +3%
NIA
793
Northstar Investment Advisors
Colorado
$246K 3,679 – –
BDF
794
Balasa Dinverno & Foltz
$243K 3,644 -249 -6%
NSAM
795
North Star Asset Management
Wisconsin
$243K 3,640 -120 -3%
EFSCE
796
Enterprise Financial Services Corp (EFSC)
Missouri
$243K 3,645 +166 +5%
RT
797
Rockland Trust
Massachusetts
$241K 3,614 – –
HIM
798
Hillsdale Investment Management
Ontario, Canada
$240K 3,600 -300 -8%
HA
799
Halsey Associates
Connecticut
$238K 3,568 -133 -4%
PGIM
800
Pacific Global Investment Management
California
$238K 3,566 -77 -2%
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