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Duke Energy
DUK

Overview Fund Activity

1,063 hedge funds and large institutions have $27.4B invested in Duke Energy in 2015 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 404 increasing their positions, 389 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,063
Holders Change
+4
Holders Change %
+0.38%
% of All Funds
29.71%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.5%
New
64
Increased
404
Reduced
389
Closed
50
Calls
$170M
Puts
$125M
Net Calls
+$44.9M
Net Calls Change
+$79.9M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$221M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
+$128M
3
LM
Luminus Management
Texas
+$109M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$89.7M
5
Capital International Investors
Capital International Investors
California
+$85.1M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$185M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$123M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$61.4M
4
JHIU
Janus Henderson Investors US
Colorado
-$50.3M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$37.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
251
Baird Financial Group
Wisconsin
$6.64M +$512K +7,118 +8%
Zurich Cantonal Bank
252
Zurich Cantonal Bank
Switzerland
$6.58M +$382K +5,304 +6%
B
253
BP
United Kingdom
$6.47M – – –
MSA
254
Mason Street Advisors
Wisconsin
$6.41M +$1.08K +15 +0%
SSWM
255
Smith Salley Wealth Management
North Carolina
$6.39M +$4.24M +59,000 +198%
Teacher Retirement System of Texas
256
Teacher Retirement System of Texas
Texas
$6.39M +$4.41M +61,332 +223%
AAM
257
Advisors Asset Management
Colorado
$6.38M +$396K +5,501 +7%
AIP
258
ARS Investment Partners
New York
$6.37M -$3.38K -47 -0.1%
PFC
259
Phocas Financial Corp
California
$6.36M -$74K -1,029 -1%
GT
260
Glenmede Trust
Pennsylvania
$6.25M +$132K +1,834 +2%
Mitsubishi UFJ Asset Management
261
Mitsubishi UFJ Asset Management
Japan
$6.24M -$846K -11,762 -12%
NBC
262
Neuberger Berman Canada
Ontario, Canada
$6.19M -$272K -3,781 -4%
DC
263
Davenport & Co
Virginia
$6.03M +$240K +3,335 +4%
FMII
264
Farmers & Merchants Investments Inc
Nebraska
$6.02M -$10.8K -150 -0.2%
GXMC
265
Global X Management Company
New York
$5.95M -$146K -2,036 -2%
Schroder Investment Management Group
266
Schroder Investment Management Group
United Kingdom
$5.93M +$3.55M +49,408 +150%
SGAM
267
Steinberg Global Asset Management
Florida
$5.88M +$94.7K +1,316 +2%
OIM
268
Opus Investment Management
Massachusetts
$5.84M – – –
CAN
269
Cetera Advisor Networks
California
$5.76M -$608K -8,464 -10%
William Blair & Company
270
William Blair & Company
Illinois
$5.76M +$199K +2,766 +4%
NMERB
271
New Mexico Educational Retirement Board
New Mexico
$5.59M +$209K +2,900 +4%
Creative Planning
272
Creative Planning
Kansas
$5.57M -$197K -2,745 -3%
DAM
273
Delta Asset Management
Tennessee
$5.56M +$99.1K +1,378 +2%
MOACM
274
Mutual of America Capital Management
New York
$5.52M +$68.6K +953 +1%
RJT
275
Raymond James Trust
Florida
$5.5M +$268K +3,726 +5%
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