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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 %
DAM
276
Delta Asset Management
Tennessee
$5.36M +$262K +3,713 +5%
MOACM
277
Mutual of America Capital Management
New York
$5.36M -$157K -2,229 -3%
MI
278
Markston International
New York
$5.32M -$731K -10,347 -12%
FFSOTS
279
Fiduciary Financial Services of The Southwest
Texas
$5.29M -$141K -1,995 -3%
NMERB
280
New Mexico Educational Retirement Board
New Mexico
$5.28M -$516K -7,300 -9%
OA
281
OFI Advisors
Pennsylvania
$5.25M +$439K +6,214 +9%
ICOA
282
Investment Centers of America
North Dakota
$5.23M -$563K -7,993 -10%
CCM
283
Catawba Capital Management
Virginia
$5.2M -$55.9K -791 -1%
WAM
284
World Asset Management
Michigan
$5.18M -$686K -9,709 -12%
CFB
285
Cullen/Frost Bankers
Texas
$5.16M -$303K -4,289 -6%
RJT
286
Raymond James Trust
Florida
$5.13M +$14.1K +200 +0.3%
GH
287
GAM Holding
Switzerland
$4.96M +$459K +6,506 +10%
BF
288
BOK Financial
Oklahoma
$4.93M +$565K +8,002 +13%
BII
289
Bainco International Investors
Massachusetts
$4.92M -$7.06K -100 -0.1%
Connor, Clark & Lunn Investment Management (CC&L)
290
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.9M +$2.42M +34,200 +97%
PAM
291
Panagora Asset Management
Massachusetts
$4.81M +$876K +12,402 +22%
CFA
292
Carroll Financial Associates
North Carolina
$4.81M +$2.27M +32,081 +89%
SGCA
293
Steel Grove Capital Advisors
Tennessee
$4.74M +$101K +1,433 +2%
AMIM
294
Aull & Monroe Investment Management
Alabama
$4.73M -$129K -1,753 -3%
LS
295
Livforsakringsbolaget Skandia
Sweden
$4.72M – – –
CB
296
Commerce Bank
Missouri
$4.69M -$280K -3,969 -6%
CCC
297
Cincinnati Casualty Company
Ohio
$4.68M – – –
UFG
298
United Fire Group
Iowa
$4.67M – – –
DC
299
Deere & Company
Illinois
$4.64M -$49.8K -705 -1%
BIA
300
Barry Investment Advisors
Massachusetts
$4.59M -$197K -2,789 -4%
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