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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 %
EIM
826
Essex Investment Management
Massachusetts
$209K 3,125 – –
VFP
827
Verus Financial Partners
Virginia
$207K 3,095 -45 -1%
OWD
828
Osborn Williams & Donohoe
Ohio
$207K 3,096 +3,096 New
MCM
829
Maple Capital Management
Vermont
$205K 3,075 -917 -23%
NAMA
830
Nikko Asset Management Americas
New York
$204K 3,049 +400 +15%
Mariner
831
Mariner
Kansas
$203K 3,033 -305 -9%
Capital Fund Management (CFM)
832
Capital Fund Management (CFM)
France
$203K 3,047 +3,047 New
MMG
833
Monetary Management Group
Missouri
$202K 3,031 -1,299 -30%
MBT
834
Monroe Bank & Trust
Michigan
$202K 3,028 – –
MAM
835
Mastrapasqua Asset Management
Tennessee
$201K 3,016 – –
HAIM
836
Hunter Associates Investment Management
Pennsylvania
$200K 3,002 -551 -16%
PL
837
Perpetual Ltd
Australia
$200K 3,000 -500 -14%
MSR
838
Main Street Research
Connecticut
$200K 2,996 -91 -3%
PSI
839
Pinnacle Summer Investments
Virginia
$192K 2,866 – –
Toronto Dominion Bank
840
Toronto Dominion Bank
Ontario, Canada
$188K 2,823 -5,542 -66%
BEAM
841
Baker Ellis Asset Management
Washington
$188K 2,814 – –
KPCM
842
Kings Point Capital Management
New York
$187K 2,800 – –
JAM
843
Jolley Asset Management
North Carolina
$178K 2,665 +614 +30%
HR
844
Howe & Rusling
New York
$172K 2,578 -333 -11%
HFM
845
Hartford Financial Management
Connecticut
$170K 2,559 -13,078 -84%
MWP
846
MYCIO Wealth Partners
Pennsylvania
$170K 2,540 +235 +10%
Group One Trading
847
Group One Trading
Illinois
$164K 2,453 +2,173 +776%
FMP
848
Financial Management Professionals
Texas
$160K 2,391 – –
RFA
849
Reilly Financial Advisors
California
$154K 2,296 +695 +43%
AF
850
Arrow Financial
New York
$142K 2,129 -183 -8%
32 33
34
35 36