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Duke Energy
DUK

Overview Fund Activity

1,059 hedge funds and large institutions have $26.5B invested in Duke Energy in 2015 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 377 increasing their positions, 445 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,059
Holders Change
-25
Holders Change %
-2.31%
% of All Funds
28.56%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.27%
New
54
Increased
377
Reduced
445
Closed
67
Calls
$425M
Puts
$460M
Net Calls
-$35.1M
Net Calls Change
-$113M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$448M
2
Deutsche Bank
2
Deutsche Bank
Germany
$370M
3
HI
3
Honeywell International
North Carolina
$51.1M
4
CBOA
4
Commonwealth Bank of Australia
Australia
$166M
5
Franklin Resources
5
Franklin Resources
California
$1.42B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$502M
2
Capital World Investors
2
Capital World Investors
California
$416M
3
State Street
3
State Street
Massachusetts
$2.23B
4
BIT
4
BlackRock Institutional Trust
California
$1.31B
5
VFA
5
Virtus Fund Advisers
Connecticut
$162K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFC
251
Phocas Financial Corp
California
$6.32M -$121K -1,716 -2%
MSA
252
Mason Street Advisors
Wisconsin
$6.29M -$147K -2,077 -2%
VRS
253
Virginia Retirement Systems
Virginia
$6.26M +$1.27K +18 +0%
AIP
254
ARS Investment Partners
New York
$6.26M -$355K -5,026 -5%
SEI Investments
255
SEI Investments
Pennsylvania
$6.19M -$1.5M -21,297 -20%
Zurich Cantonal Bank
256
Zurich Cantonal Bank
Switzerland
$6.08M -$3.5M -49,531 -37%
Cambridge Investment Research Advisors
257
Cambridge Investment Research Advisors
Iowa
$6.08M +$705K +9,981 +13%
Baird Financial Group
258
Baird Financial Group
Wisconsin
$6.02M +$6.02M +85,183 New
GT
259
Glenmede Trust
Pennsylvania
$6.01M +$30.1K +426 +0.5%
GXMC
260
Global X Management Company
New York
$5.99M +$775K +10,979 +15%
Bessemer Group
261
Bessemer Group
New Jersey
$5.95M -$1.92M -27,206 -24%
FMII
262
Farmers & Merchants Investments Inc
Nebraska
$5.92M -$72.2K -1,023 -1%
AAM
263
Advisors Asset Management
Colorado
$5.87M +$74.1K +1,050 +1%
OIM
264
Opus Investment Management
Massachusetts
$5.73M +$2.19M +31,000 +62%
BKBG
265
BHF Kleinwort Benson Group
Belgium
$5.69M -$3.65M -51,645 -39%
DC
266
Davenport & Co
Virginia
$5.68M +$216K +3,065 +4%
Walleye Trading
267
Walleye Trading
New York
$5.68M +$5.68M +80,438 New
SGAM
268
Steinberg Global Asset Management
Florida
$5.68M +$1.91M +26,975 +50%
Creative Planning
269
Creative Planning
Kansas
$5.66M +$457K +6,467 +9%
CA
270
Commerzbank Aktiengesellschaft
Germany
$5.59M -$471K -6,663 -8%
CCM
271
Cadence Capital Management
Massachusetts
$5.5M +$2.4M +34,052 +78%
COPPSERS
272
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.48M -$248K -3,516 -4%
ACM
273
Azimuth Capital Management
Michigan
$5.47M -$88.3K -1,251 -2%
William Blair & Company
274
William Blair & Company
Illinois
$5.46M -$154K -2,186 -3%
Voloridge Investment Management
275
Voloridge Investment Management
Florida
$5.4M -$13.5M -191,801 -71%
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